Start compilation with a file that is actually ready. Stop spending accounting time on document chasing.
Coalesc organizes what arrives, keeps missing items visible, follows up and prepares bank data before the accountant starts the file.
The problem
Compilation gets expensive when accounting time is spent discovering an incomplete file, rebuilding context and waiting on the client.
Live today
See how the file moves forward.
The steps stay simple, explicit and visible to the team.
Collect and organize
Client documents land in the right engagement from familiar channels.
Track what is missing
The team sees what arrived, what still blocks the file and what is already being followed up.
Prepare bank data
Statements can become structured transactions for review and downstream systems.
Follow up specifically
Ask for the exact missing item instead of sending another generic request.
Outcome today
The accountant starts with a cleaner, more complete file and spends more time on the accounting itself.
Product direction
Not presented as shippedOver time, the same engagement can carry preparation, exceptions and review forward while workpaper, ledger and financial-statement systems keep their specialized roles.
FAQ
Common questions
Does Coalesc replace CaseWare or CCH iFirm Engagement?
No. Coalesc is not positioning itself as the financial-statement or workpaper engine. It prepares and moves the engagement around those specialized systems.
What part of compilation is live today?
Document intake, organization, missing-item visibility, follow-up and bank-statement preparation are the current focus. Deeper accounting preparation and review are product direction.
Why price by engagement?
A compilation engagement is closer to the unit of work the firm bills and completes than a seat or raw document count.
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