For accountants & bookkeepers

Messy files in.
Reconciled truth out.

File2Insight cleans the exports your clients dump on you — and proves every number ties back to source. Reviewable diffs, signed-off packs, no black boxes.

Reconcile a file→See how it works
  • · Reviewable cleaning diffs
  • · Source-total reconciliation
  • · Reviewer sign-off
The unserved pain

The exports no ledger tool will reconcile for you.

Bank statements, POS settlements, payroll runs, commission sheets — messy, non-ledger files that still have to tie out at close. Today that’s a hand-built Excel reconciliation every month. We make it reviewable, repeatable, and signed.

The trust layer

Not chat with your data. Proof you can put your name on.

01

Reviewable cleaning

Every fix lands as a diff you approve or reject — never a silent rewrite. The file you sign off is the file you saw.

02

Source-total reconciliation

Raw total vs cleaned total, side by side, with a matched/broken seal. If a number moved, you see exactly why.

03

Reviewer sign-off

A pack can't ship until it reconciles and a reviewer signs. Your name goes on a number you can defend.

From upload to sign-off

Four steps. One reconciled pack.

Walk the whole flow →
  1. 1

    Drop the export

    Bank, POS, payroll, commissions — the messy CSV/XLSX no ledger tool will touch.

  2. 2

    Review the diffs

    We propose cleaning; you approve line by line. Nothing changes without a yes.

  3. 3

    Watch it reconcile

    Cleaned total ties back to source and gets stamped ✓ Matched.

  4. 4

    Sign and reuse

    Sign off, share the pack, then rerun next month's file against the same recipe.

Put your name on a number you can defend.

Upload a real monthly file and watch it reconcile to the cent. Free to start — no card.