Review organized evidence
Reviewers inspect source-linked preparation instead of rebuilding it.
Loading controlled workspace
Retrieving the current state.
No action will be shown as complete until the response is confirmed.
Bank reconciliation and cleanup for accounting firms
Get one reconciliation off your backlog.
Fintant prepares source-linked bank and card reconciliation workpapers for accounting firms. Your team reviews, approves, and keeps the client relationship.
No client records required. Start with workflow details only.
Fintant does not independently post, file, pay, or provide final accounting approval.
The real constraint
The constraint is controlled production capacity.
Accounting firms frequently have recurring production work that pulls reviewers into avoidable preparation. Adding bodies alone does not correct inconsistent intake, fragmented evidence, opaque status, or unclear release authority.
What the constraint creates
Production pressure turns review into reconstruction.
The problem is not a lack of effort. It is recurring preparation moving without a consistent evidence and decision path.
- Reviewers reconstruct work instead of reviewing it.
- Missing records and exceptions surface too late.
- Backlogs expand across entities and periods.
- Evidence and decision handoffs become inconsistent.
- Production pressure consumes reviewer attention without creating controlled capacity.
The desired operating state
Give reviewers organized evidence, not reconstruction work.
Defined work moves through a controlled preparation and QA path before your firm makes the final accounting decision.
See exceptions earlier
Missing, conflicting, and unresolved items are visible before the firm decides.
Move work through a controlled path
Defined work proceeds through preparation and separate Fintant QA.
Keep final authority
Your firm retains the client relationship and all final accounting judgment.
Early workflow proof
Early workflow proof
5,923transactions reconciled
25statement periods
2completed workpapers
Allstatement controls tied
Zerosilent statement gaps
1active accounting-firm relationship
Early operational evidence from two completed workpapers for one accounting-firm relationship. These results demonstrate workflow capability, not yet multi-firm scale.
The workpaper mechanism
The artifact substantiates the operating state.
The review-ready workpaper connects source coverage, controls, exceptions, QA, and the firm decision without presenting an automated accounting conclusion.
WORKPAPERDefined reconciliation workflow
Ready for firm reviewSource evidenceCoverage and references
Prepared workWorkpaper and controls
Firm decisionApprove, reject, or revise
Control tie-outVisible resultExceptionsReviewer can inspect
- Source-coverage summary
- Reconciliation workpaper
- Control tie-out
- Visible exception list
- Source references
- QA and firm-review handoff
Workflow walkthrough
See the workflow in practice
A short walkthrough will be added here to show how source files become a review-ready workpaper.
Video walkthrough coming soonNon-interactive placeholder
A bounded first decision
Scope my first workflow Scope one controlled workflow.
Define one workflow and output, name the firm reviewer, and confirm a capped paid pilot before work begins. The initial inquiry accepts no client files or sensitive financial values.
How it works01 02 03 04
One workflow, four accountable steps.
Define
Confirm the entity, period, workflow, source requirements, desired output, and authorized reviewer.
Submit
Provide the approved source files through the controlled intake process.
Produce and review
Fintant prepares the work, runs the required controls, and completes human QA.
Your firm decides
Your authorized reviewer approves, rejects, or requests changes.
Supported workflows
Defined work returned with a clear review path.
Start with one bounded workflow and an authorized reviewer. The output stays tied to the agreed sources, controls, and decision boundary.
01
Bank and card reconciliations
Clear reconciliation backlogs with source-linked matching and visible exceptions.
Explore this solution 02Cleanup and catch-up
Turn bounded historical backlogs into organized, reviewable periods.
Explore this solution 03Transaction processing
Move defined transaction volumes through your firm's approved rules.
Explore this solution 04Review-ready workpapers
Give reviewers organized evidence, controls, and decision-ready exceptions.
Explore this solutionReserved evidence
Accounting firm case study
Reserved for an approved accounting-firm case study. This section will include the firm context, file scope, workflow, measured result, review experience, and an authorized client quote.
Delegation questions
Questions firms ask before delegating work
Will Fintant replace our professional judgment?
No. Fintant prepares the agreed workpaper and surfaces exceptions. Your firm approves the accounting treatment and final deliverable.
What happens when records are missing?
Missing, conflicting, or unusable evidence is recorded as an exception. Fintant does not silently invent or assume material values.
Do we need to commit to an ongoing retainer?
No. Start with one entity, one workflow, a named reviewer, and a capped paid pilot.
Will Fintant communicate with our client?
Not under the standard service. Your firm retains the client relationship and external communication.
Do we upload client records during the initial inquiry?
No. The initial fit assessment collects workflow and scope information only.
What does the firm receive?
The agreed workpaper, source references, control results, visible exceptions, and a structured handoff for firm review.
What makes a suitable first file?
Choose one entity, one period, and one bounded workflow with available source records, a clear expected output, and a named firm reviewer.
What does a capped paid pilot include?
The agreed workflow scope and output, source requirements, Fintant preparation and QA, visible exceptions, and a named firm review handoff. The commercial cap is confirmed before work begins.
How are revisions and unresolved exceptions handled?
Revisions create a new version rather than erasing prior work. Unresolved exceptions stay visible for the firm to review, accept, reject, or return for changes.
What happens after the workflow-fit inquiry?
Fintant operations reviews the saved prospect record and scope. If a scheduling handoff is available, you can choose a time. The inquiry creates no client account and accepts no client files.
Which data-handling and security controls apply after the initial assessment?
Applicable access and handling requirements are confirmed during scoping. Client records are accepted only after approved scope and invitation-bound, organization-scoped access to the controlled intake process.
First workflow
Scope my first workflow Scope one defined workflow.
Confirm one scope and output, one named firm reviewer, and a capped paid pilot before preparation begins.
No client files or sensitive financial values are required for the initial assessment.