Where accounting engagements begin.
Coalesc is the AI workspace where accounting teams prepare, review, and move client work forward.
It turns messy client emails, PDFs, statements, uploads, and supporting documents into files ready for compilation, tax, bookkeeping, and assurance.
Stacks of Wheat (End of Summer) by Claude Monet
- Data stored in Canada
- Firm-owned data
- No training on your client files
- Human review stays central
The bottleneck is not the accounting.
It's everything that happens before. Clients send documents across emails, portals, PDFs, and scans. The team opens a file, finds missing information, stops, follows up, waits, comes back later, and loses context.
“If I had a magic wand, this is the first thing I would change.”
From client chaos to work-ready files.
Clients send documents through emails, portals, scans, PDFs, photos, and spreadsheets. Coalesc turns that mess into a file your team can actually work on.
Reads every email before you arrive.
Connect Gmail or Outlook in one click. Your coworker watches for client emails overnight, pulls every attachment, and files them in the right folder. Nothing changes for your clients.
Knows every document type by sight.
T4, RL-1, bank statement, invoice — identified in seconds. A blurry phone photo gets the same treatment as a clean PDF. 71 document types, recognized automatically.
Flags what's missing and drafts the follow-up.
T4 missing? RL-1 from the wrong year? Flagged before you open the file. When something's missing, a bilingual follow-up email is drafted in your firm's name. You approve before it sends.
Remembers what your senior accountant knows.
Every correction teaches the system your firm's logic. Vendor treatments, account mappings, client-specific rules. New staff see the same standards — built over years, applied instantly.
Every client file has a state.
Open Coalesc in the morning. Know where every file stands.
Not another place to work. A cleaner starting point.
Coalesc doesn't replace CaseWare, TaxPrep, QuickBooks, Sage, Excel, or your portal. It prepares the file before your team works in them.
Your current tools stay where they are. Coalesc removes the manual preparation work that happens before those tools become useful. The accountant stays responsible; Coalesc prepares the file.
Prepare compilation files before the mandate starts.
Import the balance de vérification. Identify accounts that need support. Map supporting documents to balance sheet lines. Flag missing pieces. Prepare lead sheets. Hand off to CaseWare, TaxPrep, Excel, or your current process.
What firms tell us
“A client woke up Friday morning and sent me all of his stuff. I was able to process it in 10 minutes. Would have taken me 2-3 hours.”
— Senior CPA, Mid-size firm, Quebec (Quebec)
“We don't want to add employees. We want to work smarter.”
— Partner, CPA firm, 20+ staff
“I tried Dext. My team told me it didn't help much. It added a step instead of removing one.”
— Partner, CPA firm, South Shore
“Nobody has tools. Everybody has 'do it, I'm telling you to do it.' Nobody's making your life easier.”
— Managing Partner, CPA firm, Quebec