AI-assisted cleanup
Clorse fixes missing entries, unreconciled accounts and old balances in your clients’ books.
What we do
- Find missing & duplicate entries
- Reconcile past bank & card periods
- Investigate uncategorized & undeposited items
- Review receivables, payables & loans
- Correct supported opening balances
How it works
Book a call
Tell us which client books need attention.
How far back can the cleanup go?
The scope can cover a quarter, a year or several past years. We agree which periods and accounts to work through.
What do we need to provide?
The existing ledger, bank and card statements, prior reconciliations and supporting records. Specific issues may also need invoice, loan or payment details.
What will we receive?
The agreed cleanup work, supporting reconciliations and a summary of corrections. Any items still needing information are listed separately.
What happens when records are missing?
We identify the missing evidence and send specific questions. Items that cannot yet be resolved remain clearly identified.
Can you clean up QuickBooks or Xero books?
Yes. Clorse supports cleanup in both QuickBooks Online and Xero, with the access and changes agreed with your firm.
How is cleanup priced?
Pricing depends on the periods, accounts, volume and issues involved. Use the cleanup calculator to explore the workload before a call.