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.

Inbox
All Documents
24
Uploads
8
Portal
12
Bank_Statement_Dec.pdf
2m ago
Invoice_Q4_2024.xlsx
15m ago
Receipt_Office.jpg
1h ago
Payroll_Report.csv
2h ago

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.

Document Splitter
Auto-detected
Client_Bundle_Q4.pdf
412 pages
Bank_Statement_Oct.pdf
Pages 1-34
Bank Statement
Bank_Statement_Nov.pdf
Pages 35-68
Bank Statement
Invoices_Bundle.pdf
Pages 69-312
Invoices
Receipts_Mixed.pdf
Pages 313-412
Receipts

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.

Transaction Matching
Office Depot #4521
Dec 14, 2024 • Checking ****4892
-$847.32
Office Supplies
Suggested matches
Receipt_OfficeDepot_Dec14.pdf
Strong match
Invoice_OD_847.pdf
Possible match
3 transactions still need documentation

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.

Firm Memory
Patterns learned from your corrections
UBER EATS
Meals & Entertainment
Applied 47 times
ACH*GUSTO
Payroll
Applied 24 times
AMZN MKTP
Office Supplies
Applied 156 times
Auto-categorization accuracy
Month 1Month 12

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.

Ready to export
All documents processed
47
Documents
312
Transactions
100%
Linked
Export to Excel
Download .xlsx file
Send to QuickBooks
Direct integration

Ready to bring order to document chaos?

See how firms like yours use Coalesc to process client documents faster — with accuracy that improves over time.