First login, password setup, and navigating the platform for the first time
View and manage your engagements and monitor progress at a glance
Create and configure engagements, manage users, and control access permissions (for customer admins)
Upload bank statements, check images, brokerage statements, transaction lists, and accounting extracts
Review and reconcile loaded statements to verify account periods are complete before analysis begins
Matching check images and transfers to verified bank transactions to confirm every dollar is accounted for
Review verified transactions and generate exports, reports, and visualizations
