TrainedBooks

Accounting Software

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This system offers extensive bookkeeping cleanup and ongoing financial management solutions tailored for small businesses, aiming to streamline accounting processes and ensure accurate, organized financial records. Its main features include automated account connections that identify categorization issues, duplicate entries, reconciliation discrepancies, and inconsistent naming, along with customizable cleanup tiers and monthly maintenance plans to sustain ledger accuracy. Designed for business owners and finance managers, it solves problems related to messy transaction data, reporting inaccuracies, and tax preparation challenges by providing real-time diagnostic tools, intelligent categorization learning, and customizable financial reports, all without the need for hourly accountant engagement or in-depth accounting knowledge.

TrainedBooks can be found in Accounting Software categories.

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TrainedBooks Main Features

• Reports
  Generate financial reports to see how your business is doing.
• Statements
  Create statements for your accounts whenever you need them.
• Tax Packet
  Get a clear picture of what to set aside for taxes, tailored to your business.
• Review Queue
  Check things that need your attention in your books.
• Monthly Close
  Review and close your books each month to stay on top of your finances.
• Free Diagnostic
  Run a free check of your books to find issues and see what cleanup is needed.
• Account Connecting
  Connect your bank accounts to see problems like mismatches and duplicates instantly.
• Choose Cleanup Tier
  Pick a cleanup plan that fits your business size and how your books look.
• Learning and Memory
  The system learns your corrections and gets smarter at categorizing over time.
• Month-End Reporting
  Organize your inputs for better month-end reports.
• Reconciliation Fixes
  Solve mistakes in your bank and business account matching processes.
• Sample Business View
  See real example screens of how your books can look during a month.
• Cleanup of Transactions
  Fix uncategorized, miscategorized, duplicate, or suspicious transactions and reconcile mismatches.
• Explains Number Changes
  Find out why expenses or income changed, which categories and payees are behind the moves.
• Monthly Keep-Clean Plan
  Start a monthly plan to keep your transactions organized and your financial view clear.
• Surfaced Ambiguous Items
  Clearly show confusing items like wires, tax payments, or owner draws, so you know what they are.
• Clean Up Small Businesses
  Fix and tidy up your books for small businesses easily without hourly fees.
• No Accountant Calls or Fees
  No need to talk to an accountant or pay for cleanup by the hour.
• Vendor and Merchant Name Fixes
  Correct inconsistent naming for vendors and merchants to keep records clear.
• On-Demand Reports and Documents
  Create and email reports or documents like profit summaries and investor updates whenever you need.

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