Put in your bank statements. Get books that tie to the bank.
findata builds the general ledger, trial balance, profit and loss and balance sheet from your bank statements, with a reconciliation you can prepare, review and sign.
How it works
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Put in your statements
Upload the file from your bank's website, or text or email it to findata. A texted or emailed file waits in your file room until you add it; nothing posts on its own.
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findata builds the books
Every line lands in a ledger with a real chart of accounts. Lines it does not recognise are listed for you to choose the account.
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Review, sign and report
Reconcile each bank account, mark it prepared, reviewed and signed, and read the trial balance, profit and loss and balance sheet.
Built the way accountants work
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A ledger that looks like a ledger
Your books use numbered accounts such as 4100 Service Revenue, 6000 Salaries & Wages and 2300 Loans Payable.
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Post new lines from a list
When a bank description is new, findata shows it with the accounts to choose from, like posting from the check register.
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A real reconciliation and review trail
Each period moves from prepared to reviewed to signed, and findata records who did each step and when.
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Last month beside this month
The profit and loss shows each month side by side with the total, so the comparison you want is already there.
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It asks for what is missing
When it sees payments to a credit card or a loan, findata asks for that statement so the books are complete.
Who makes findata
findata is made by Stamm & Co, the trade name of Calvert Capital Advisors LLC, led by Jeff Stamm, CPA. Questions go to jeff@stammco.io.
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Start with one bank account
A new account starts with empty books. Add your first statement after you sign in and the reports build from it.
Create your account