Categorization Done Faster

With Integra Balance real-time integration with QuickBooks makes it easy for you to get your categorization work done instantly. Say goodbye to sending excels and reminding clients to reply back to you. Instead, empower your team to get the work done accurately and quicker.

Key Benefits

• Effortless month end close: Quickly resolve uncategorized transactions and coding issues with Artificial intelligence powered automation.
• Eliminate back and forth client communication: Eliminate spreadsheet communication. Get your questions answered by clients quicker and get your work done 10x faster.
• Secure document storage: Get all your client statements and documents stored in a secure place. Retrieve it whenever you need it securely. ISO 27001 info security: We are certified for ISO 27001 information security.