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AI-assisted bookkeeping and cleanup for UPS stores

Clorse handles monthly bookkeeping and catch-up work for your firm’s UPS store clients.

Book a callPricing

What we do

  • Categorize store transactions

    Code bank and card activity using the store’s records and your approved rules.

  • Match sales and commission payments

    Trace deposits to sales reports, commission statements and supplied customer hub records.

  • Reconcile bank and card accounts

    Check statement balances and investigate uncleared or missing entries.

  • Match carrier bills and receipts

    Connect carrier charges, credits and store expenses to invoices and payments.

  • Review balances and reports

    Investigate old balances and review the P&L and balance sheet for unresolved items.

How it works

  1. Book a call

    Tell us which clients need bookkeeping or cleanup.

  2. Set the scope

    Agree the periods, tasks, workload and price.

  3. Get your accounting seat

    Assign the agreed client work to Clorse.

  4. Share client records

    • Statements and accounting exports
    • Sales and commission reports
    • Carrier bills and receipts

  5. Receive the work

    • Categorized transactions
    • Account reconciliations
    • Reports and open questions

FAQs

Ask us a question
What records do you need?

Start with bank and card statements, accounting exports, store sales reports, invoices and receipts. For commission work, include the statements and customer hub records for the same period.

What if a deposit does not match store sales?

We compare the sales, payout and bank records to identify fees, refunds, timing differences or missing entries. An amount stays open when the supplied records do not explain it.

Can you handle several stores?

Yes. We agree the workload across your stores and keep each entity’s records, reconciliations and questions separate.

Can you clean up previous months or years?

Yes. We agree the period and review the available records, opening balances and unresolved items before setting the scope and price.

Can you work in QuickBooks or Xero?

Yes. We agree access and posting permissions with your firm. AI helps prepare matches and identify exceptions; the work is checked against the supplied records and your accounting rules.