Tax-Ready Records, Year-Round
Keep your financial data organized and categorized throughout the year. When tax season arrives, hand off clean, complete records to your CPA—or handle simpler filings internally.
Acme Corporation
FY 2025
94%
Categorized
12
Pending Review
Why Businesses Choose Et'al CRM
Stop scrambling at tax time. Stay organized year-round.
Year-Round Organization
Categorize expenses as they happen, not in a last-minute scramble before filing.
Audit-Ready Records
Every transaction documented with receipts, notes, and categorization history.
Seamless CPA Handoff
Export clean, organized data in formats your accountant actually wants.
Department Access
Give finance team members the access they need with role-based permissions.
Real-Time Insights
See categorization status, pending items, and year-to-date summaries at a glance.
Bank Integrations
Connect business accounts for automatic transaction import and reconciliation.
Features Built for Business
Everything your accounting team needs to stay tax-ready
Track Every Business Expense
Connect your business accounts and credit cards. Transactions flow in automatically, ready to be categorized with your custom rules or manually reviewed.
- Automatic bank feed import
- Receipt capture and OCR
- Custom expense categories
- Department and project tagging
Recent Transactions
Amazon Business
Office Supplies
Zoom
Software
Delta Airlines
Travel
Document Library
Q1 Bank Statements
3 files
Vendor W-9s
12 files
Equipment Receipts
8 files
Insurance Docs
4 files
Keep Everything in One Place
Store receipts, invoices, contracts, and tax documents in your secure document library. Link documents to transactions for complete audit trails.
- Organized document folders
- OCR text extraction
- Link docs to transactions
- Secure cloud storage
Work With Your Accountant Seamlessly
Invite your CPA to view your organized data, or export everything in their preferred format. No more back-and-forth emails asking for missing documents.
- CPA portal access
- Export to any format
- Shared document access
- Comment and note threads
James Wilson, CPA
Last accessed 2 days ago
Perfect For Your Business
From small businesses to growing enterprises
Small Businesses
Sole proprietors and small teams who need simple expense tracking and organized records for their accountant.
Growing Companies
Businesses with in-house accounting that need departmental tracking, multiple users, and audit-ready records.
Multi-Entity
Companies with multiple LLCs or business units that need separate tracking with consolidated reporting.
Start Organizing Your Business Finances
Get your business finances organized today.