Industries
Bank reconciliation and client reporting platform for accounting firms that already use QuickBooks
Accounting and bookkeeping firms sell professional judgment, yet a big share of their hours goes to mechanical work: downloading statements, matching transactions, chasing documents and building reports. We build a bank reconciliation and client reporting platform that does that work, so your team can focus on review and advisory.
Common problems
- Every client's bank reconciliation eats hours of manual matching between the bank and QuickBooks.
- Client documents arrive by email, text and shared folders with no structure.
- Each client gets reports in a different, hand-built format.
- There's no single view of which clients are current and which are behind.
- Adding clients means hiring more people for the same repetitive work.
What we build
- A reconciliation platform that matches bank activity against QuickBooks records and queues differences for review.
- A client status board: which months are reconciled, what's missing and who owns it.
- Monthly client reports under your firm's brand, generated from reviewed data.
- A portal where each client uploads documents and views their reports.
- Organized bank statements and receipts with defined review responsibilities.
Zigma does not provide accounting services or sign financial statements. We build the tools your firm uses.
KPIs we track
- Clients reconciled to date
- Open items per client
- Close time per client
- Outstanding documents
- Reports delivered on time
- Workload per staff member
Related services
First step
Let's talk about your business
A 30-minute meeting to understand how you operate and tell you honestly where we can help — and where we can't.