Multi-client close dashboard
Every client's current period at a glance — files received, mapping, reconciliation, blockers, and pack status.
For accountants & bookkeepersOne firm.
One firm.
Every client’s close, reconciled.
The messy non-ledger exports your clients hand you — bank, POS, payroll, commissions — cleaned, reconciled to source, and signed. One workspace, priced for a firm, not a seat.
Your firm
March close · 4 of 14 clients
3/4
reconciled
Northwind Café
POS settlement · rev. you
$84,210✓ matched
Atlas Logistics
Bank export · rev. you
$612,940✓ matched
Bluebird Salon
Payroll run · rev. J. Okafor
$39,180✓ matched
Cedar & Co.
Commission sheet · unassigned
$127,505in review
The monthly reality
The ledger tools stop where the mess begins.
Syft, Fathom, and the QuickBooks agent live inside the ledger. The files that actually eat your close — the bank statement that won’t tie, the POS export with three date formats, the commission sheet with phantom refunds — they won’t touch. That’s the hand-built Excel reconciliation we replace.
Built for the practice
Run every client's close from the files they already send you.
One workspace, many clients, one recurring monthly close each — with the reviewer control, reconciliation proof, and audit trail your name depends on.
Recognizes their exports
bKash, Tally, Vyapar, bank, POS, Excel — auto-mapped to canonical fields, so you stop re-keying columns each month.
Reconciliation you can defend
Source-total proof on every pack. Sign only when it ties — or waive a gap with a recorded caveat.
Reviewer roles & sign-off
Owners and reviewers; nothing leaves unsigned. Your review, your seal, your audit trail.
Branded, shareable packs
Owner-ready monthly reports as a link or PDF — the deliverable your clients actually keep.
Reusable recipes
Approve a client's mapping once; next month it auto-applies. Closes get faster every cycle.
Built for the firm
Lock-in that’s earned, not trapped.
One workspace, every client
A roster of every client's close in one place. Switch from a café's POS export to a logistics firm's bank file without losing your mappings.
Reviewer roles
Juniors prep and propose; partners review and sign. The release gate enforces it — nothing ships to a client unsigned.
Branded, client-ready packs
Your name, your seal on the reconciliation. Share a read-only pack or export — the proof is front and center.
Reusable mappings
Set up a client's messy file once. Every month after, the saved recipe replays your approved steps in seconds.
The channel
Your clients already trust you with the numbers.
Most small businesses find their accountant by referral — and lean on you for the reporting they can’t do themselves. File2Insight makes that work repeatable and branded, so reconciled packs become part of what your firm sells.
1:None firm, many clients
100%packs tie to source
< 15 minto first reconciled pack
1 sealyour name on every number
Put your firm's seal on every close.
Start a workspace, bring one client's messy file, and ship a signed pack this month.