TRANSACTION WORKFLOW
Manual categorization across statement data.
Challenge: repetitive transaction review.
Approach: structured data plus vendor rules and review output.
Deliverable: categorized transaction view and activity summary.
Work examples
Examples of the finance problems we design around.
These examples describe workflow types and deliverables. They are not presented as named client results or fabricated testimonials.
Featured · Sales tax workflow
Economic nexus checked once a year, at filing time.
Challenge: sales spread across Shopify, Stripe and marketplaces, with each state's threshold compared in a spreadsheet only when returns were prepared.
Approach: validated CSV imports, a rolling 365-day calculation per state and reviewed threshold rules with sources.
Deliverable: Nexus Ledger, a daily state-by-state review with an action queue and dated, downloadable workpapers.
BOOKKEEPING WORKFLOW
Spreadsheets dependent on manual formulas.
Challenge: difficult-to-review spreadsheet logic.
Approach: central structured transaction intake.
Deliverable: searchable ledger and finance summaries.
VERIFICATION WORKFLOW
Invoice and payment status checked manually.
Challenge: duplicate and mismatch risk.
Approach: verification steps before posting.
Deliverable: clear match, mismatch or review outcome.