Most tools clean your data and draw a chart. We start one question earlier — can you prove the number?
File2Insight was built for the accountants and bookkeepers who get handed a month’s worth of messy exports and are still expected to make every figure tie out. The pain isn’t drawing the report. It’s being able to stand behind it.
Reconciliation comes before presentation.
A chart built on a number that doesn't tie to source is worse than no chart. The total has to reconcile first; everything else follows.
Review beats automation.
We propose; you decide. Cleaning lands as diffs you approve, because the person whose name goes on the pack has to be able to defend every line.
The firm is the relationship.
Small businesses trust their accountant with the numbers. We build for that trust — branded packs, reviewer roles, one workspace for every client.
Privacy isn't a tier.
Sensitive data is masked before any model sees it, on every plan. Governance and trust aren't upsells; they're the product.
The messy files the ledger tools won’t touch.
Bank statements, POS settlements, payroll runs, commission sheets — the non-ledger exports that still have to be reconciled at close. That’s the gap we own: governed, repeatable, signed reconciliation for the files nobody else will clean for you.
See what proving a number feels like.
Bring one real file. Watch it reconcile, sign it off, and put your name on it.