Manual data entry of bank statements, check stubs, and loan amortization into Thomson Reuters Accounting CS and UltraTax is time-consuming and tedious.

Automatic bank feeds are deemed too expensive, and the firm is resistant to switching platforms; there is no efficient way to import bank data or automate journal entries without manual typing.

Severity

4High

Willingness to Pay

implied

Added

May 22, 2026

Workarounds Described

manually typing bank statements line-by-line into journal entries
keying in individual check stubs
manually calculating and entering loan amortization splits every month
sending forms to clients via regular mail

Implied Software Gaps

Bank statement auto-import and journal entry generation
Check stub data extraction and auto-entry
Recurring loan amortization schedule automation
Paperless client document delivery

App Concept

CS QuickImport

CS QuickImport is a plugin for Thomson Reuters Accounting CS that imports bank statement data (PDF/CSV) and converts it into journal entries with a single click. It uses OCR and smart matching to eliminate line-by-line typing, and includes loan amortization schedule templates. No platform switch required.

Key Features

Bank statement PDF/CSV import with OCR and auto-categorization
One-click journal entry generation matching existing chart of accounts
Recurring entry templates for loan amortization and monthly payments
Seamless integration with Accounting CS without replacing core software

Target Users: Bookkeepers and accounting staff at small firms using Thomson Reuters Accounting CS who are frustrated with manual data entry.

Revenue Model: $49/mo per user subscription, with a 14-day free trial

Existing Solutions Mentioned

Thomson Reuters Accounting CSUltraTax

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