Month-close desk
Upload → check maps → download. Free proves mapping. One close $19 finishes this month once (zip uses it). Pro $29/mo is the bookkeeper desk (intake + CPA share + cloud). Not tax advice.
- 1. Upload broker CSVs (or try samples)
- 2. Check maps, totals, and warnings (attach last month’s ledger if you want MoM)
- 3. Free: 25-row sample · One close $19: full file + zip · Pro $29/mo: unlimited + CPA desk
Optional: attach last month’s Sheetlot ledger CSV to unlock MoM on free — or save it after a paid download.
Click “Try samples” above, or upload your own CSVs.
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