Demo workspace · sample data

Northwind Bookkeeping

Catch-up engagement · Operating Checking & Business Savings · Jan–Jun 2026

of 12 statements received

missing statement

open client questions

Statement coverage

Received 11 of 12 expected account-month statements

ReceivedMissingNeeds review

Account	Jan	Feb	Mar	Apr	May	Jun
Operating Checking****4821	Received	Needs review	Missing	Received	Received	Received
Business Savings****7002	Received	Received	Received	Received	Received	Received

2 open · drafted for you to review and send manually

Please upload the March statement for account ending 4821.Operating Checking · Mar 2026
What was the NORTHSTAR SVCS payment for?Operating Checking · Jan 9, 2026 · -$240.00

Nothing is sent automatically. You decide what to ask and when.