Make monthly preparation repeatable. Stop rebuilding the same client file every month.
Coalesc prepares recurring bank data, organizes client documents and surfaces missing or uncertain items before the accountant reviews the work.
The problem
Bookkeeping becomes expensive when every month starts with document collection, statement cleanup, missing months and manual data preparation.
Live today
See how the file moves forward.
The steps stay simple, explicit and visible to the team.
Collect recurring documents
Client files and statements arrive through familiar channels.
Prepare bank statements
PDF bank data becomes structured transactions for review and export.
See missing periods
The team can see when a month or account is absent.
Keep exceptions visible
Uncertain items can be surfaced instead of silently buried in the normal flow.
Outcome today
The accountant starts from prepared inputs and spends more time reviewing the books than rebuilding the source data.
Product direction
Not presented as shippedCoalesc can expand from recurring preparation into evidence-backed categorization, exception review and handoff into ledger systems while the accountant keeps control of the books.
FAQ
Common questions
Does Coalesc replace QuickBooks or Sage?
No. The ledger remains the system of record. Coalesc prepares and moves the work around it.
What is live today?
Bank-statement preparation, document organization, missing-item visibility and client follow-up are current capabilities. Deeper ledger automation is direction.
How is this different from a receipt-capture tool?
Receipt capture can be one part of bookkeeping. Coalesc is aimed at the broader monthly file: statements, missing periods, supporting documents, questions and readiness.
Bring one real engagement.
We’ll look at where the file slows down, what Coalesc can remove today and what should stay under human control.
Book a workflow review