Accounting and bookkeeping firms lack an efficient workflow to resolve unclear or uncleaned transactions—like Amazon, Zelle, Venmo, and cash withdrawals—from client data, leading to manual follow-up through email, text, or spreadsheets.
Existing tools like QBO's Ask My Accountant, Uncat, Keeper, and TaxDome have portals for client communication, but clients often don't respond in those tools, forcing staff back to email or text follow-up, creating a fragmented and inefficient process.
Workarounds Described
- cleaning everything in Excel and emailing the client a list of questions
- email or text follow-up when clients don't respond in portals
Implied Software Gaps
- A tool that replaces manual Excel cleanup and email lists by providing an interactive, client-facing interface for resolving unclear transactions
CleanSlate Connect
CleanSlate Connect is a web and mobile app that centralizes transaction cleanup for bookkeepers and their clients. It ingests messy bank/credit card exports, identifies unclear transactions, and auto-generates a simple, interactive list where clients can quickly categorize each item via a mobile-friendly interface. Bookkeepers get real-time updates and can push resolved transactions directly into QBO or Xero, eliminating email/text back-and-forth.
- Auto-import and parse bank/credit card CSVs, PDFs, and spreadsheets
- AI-powered identification of ambiguous transactions (e.g., Amazon, Zelle, Venmo)
- Client-friendly mobile interface with one-tap categorization and photo uploads
- Direct sync to QBO, Xero, and other accounting software
- Built-in messaging and status tracking for unresolved items
Existing Solutions Mentioned
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