Bank Statement Upload
Upload files below. This free static portal prepares the front-end experience. Connect it to Google Drive, Dropbox, Supabase, Firebase, or your CRM to store files permanently.
Client Pricing Based on Connected Accounts
Clients can choose how many bank and credit card accounts they need serviced. The estimate updates instantly before checkout.
Included
Checkout
This front-end demo can connect to Stripe Payment Links or Stripe Checkout when you are ready to accept payments.
Pricing shown is an estimate and can be adjusted for cleanup, payroll, sales tax, catch-up bookkeeping, or CFO services.
Replace or Create Your Entire Accounting Department With Ease
From invoicing customers and paying approved vendor bills to bookkeeping, reconciliations, reporting, cash-flow management, budgeting, and financial leadership—we give you the capabilities of a complete accounting department without the overhead and cost of hiring an entire internal team.
We’ve got your accounting department covered—with a tested, vetted team ready to work at a fraction of the cost of building it in-house.
What Your Accounting Department Can Handle
Create and send invoices, track due dates, apply payments, and maintain customer balances.
Monitor aging, follow up on overdue invoices, record deposits, and report expected cash receipts.
Enter bills, organize approvals, schedule payments, track due dates, and maintain vendor records.
Post activity, reconcile accounts, investigate discrepancies, and keep balances current.
Categorize transactions, post journal entries, maintain the general ledger, and complete month-end close.
Coordinate payroll data, reconcile payroll reports, post payroll entries, and track payroll liabilities.
Collect documentation, match receipts, review employee expenses, and support reimbursement workflows.
Monitor upcoming receipts and payments, prepare cash forecasts, and flag funding needs early.
Profit and loss, balance sheet, cash-flow reporting, KPI dashboards, and management summaries.
Build budgets, compare actual results, update forecasts, and explain meaningful variances.
Maintain organized records and supporting schedules for your tax professional.
Improve workflows, permissions, approvals, document retention, and automation.
Regular reviews of financial performance, risks, cash position, and next actions.
Scope Notes
Start with a consultation so we can confirm responsibilities, approval controls, systems, and final pricing.
Payment-First Monthly Workflow
VibrantaAI will not begin bookkeeping work until the client’s current monthly payment is successful.
Admin Client Status
| Client | Month | Payment | Documents | Work Status |
|---|---|---|---|---|
| Demo Client | Current Month | 🔴 Payment required | Locked | Do not start |
Upload Client Documents
Drag and drop files here
or
Supports PDF, CSV, QBO, OFX, Excel, JPG and PNG up to your host limit.
Monthly Document Request Center
Send clients a secure monthly checklist so they know exactly what to upload before bookkeeping begins.