Cranston categorizes transactions daily
Transactions sync from QuickBooks and are classified daily under your firm’s rules. Set a treatment once and it holds every month.
Bookkeeping
Books that stay clean all year
Books stay coded all month. Cranston categorizes transactions as they land, runs the reconciliations, and works each client’s close checklist. Your staff review a nearly finished close.
Get started
Transactions categorized daily
Reconciliations run and signed off
Every client’s close on one screen
How the close runs
Continuous during the month, reviewed at the end, for every client at once.
Cranston runs the reconciliations
Accounts are matched against statements and differences become reconciling items. Your staff see only the exceptions.
Cranston completes the close checklist
Each client checklist shows completed and blocked items. Cranston publishes the financial statements after the period closes.
What Bookkeeping covers
From transaction feed to published financials.
Daily auto-categorization
Cranston classifies transactions each day under firm rules for the client or firm. It applies each configured treatment every month.
Reconciliation with sign-off
Bank and credit-card accounts reconcile against statements, with preparer and reviewer sign-off recorded on each one. Approval always belongs to your firm.
Monthly close checklists
Each client close has a checklist and status. One view shows the reconciliation status for all clients.
Client questions that close themselves out
Transactions Cranston cannot code with confidence become a short, specific ask to the client. Each ask is tracked like any other request until it closes.
Published financials
When a period closes, statements are generated and delivered to the client through the portal within days of month end.
Cleanup projects
For a cleanup project, Cranston recategorizes transactions under your rules and reconciles the accounts. Your firm reviews the resulting baseline.
Feeds straight into tax
Clean books are the input to the business return. The finished books carry straight into 1065 or 1120-S prep, with no re-export and no re-keying.
Cranston prepares. Your firm decides.
Cranston automates preparation. Your firm reviews and approves every tax decision.
Cranston prepares
Reads the package
Cranston compares each page with the prior-year return.
Enters the first pass
Cranston enters values in your current client file.
Links figures to source
Click a value to see its source page.
Flags open items
Cranston sends open items to your reviewer.
Your firm decides
Clears diagnostics
Your team reviews the return in its tax software.
Makes the tax calls
Your reviewer makes each tax election.
Approves and signs
Your firm signs each return.
E-files from your software
Your firm uses its own EFIN.
Bookkeeping questions
Force-feeding transactions into expense buckets defers the cleanup. Cranston optimizes for books your reviewer will sign: explicit rules, reconciliations against statements, and recorded sign-off.
One platform, four product lines
Use each product separately or together. All on shared data.
