Most accounting problems don't start in Excel. They start earlier — with document chaos.
Coalesc organizes messy client documents — emails, PDFs, scans, uploads — so accountants spend less time cleaning data and more time reviewing what matters.
Trusted by Canadian accounting firms
Stay ahead of the chaos
The real work happens before bookkeeping starts. Coalesc handles the messy middle — so you can focus on what matters.
Absorb messy inputs without changing client behavior
Clients keep sending PDFs, photos, scans, emails — Coalesc centralizes and structures everything before it hits your workflow. No chasing, no reformatting, no lost documents.
Untangle 400-page bundles automatically
Mixed PDFs, bundled scans, multi-month statements — Coalesc identifies where one document ends and another begins. What used to take hours of manual splitting happens in seconds.
Match documents to transactions
For each bank transaction: does a receipt exist? Which invoice supports it? What's missing? Coalesc surfaces matches and flags gaps — so review stops being detective work.
Your corrections compound over time
Every fix teaches the system. Patterns get remembered. Categories get learned. New staff ramp faster. Over time, your team spends less time on repetitive tasks — and new hires get up to speed faster.
Hand off clean, review-ready data
Once documents are complete and understood, exporting to Excel, QuickBooks, or your existing tools becomes a formality — not a cleanup task.
Our approach
A system built around how accounting actually works — not how software wishes it worked.
Chaos intake
Documents arrive incomplete, in mixed formats, and often duplicated. This is where most cleanup happens.
Centralization & structure
Everything lands in one place. Coalesc organizes, deduplicates, and structures data automatically.
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Human review stays central
Validation, correction, and edge cases remain with your team. The system supports, not replaces, your judgment.
Learning loops
Every correction improves future accuracy. The system doesn't guess. It learns.
The system doesn't guess. It learns.
How we protect your data
Transparency over labels. We believe security is built through honest practices, not marketing badges.
Data ownership
Firms own their data. You can delete it at any time. No reuse for training external models.
Data storage
Data stored in Canada. Isolated per firm with no cross-tenant access.
Access control
Firm-level permissions with role-based access. Audit-ready structure built in.
Infrastructure
Built on secure, SOC 2–compliant infrastructure providers. Encryption at rest and in transit.
Roadmap
Security is a process, not a badge.
What accounting firms tell us
The real work starts before bookkeeping even begins. By the time we open Excel, we've already spent hours just sorting and understanding the documents.
— Partner, Mid-size CPA firm (Québec)
During tax season, it's like a deli counter. Everyone's at the door with their envelope. You don't even have time to sit down, look at the document, and check what's missing. You file it and move on.
— Partner, CPA firm
Document management sounds simple, but it's where a lot of senior time gets burned — and it's very hard to delegate.
— Managing Partner, CPA firm
Sometimes it's not even worth starting a file when too many documents are missing. You waste time beginning it, then come back to it two weeks later. The client thinks you're working on it, but you haven't even opened their envelope.
— Nader El-Masri, CPA
These conversations are what we're building Coalesc around — alongside accounting firms across Canada.