Organize every source of truth
Transform scattered data sources into a unified, traceable foundation for accurate reconciliation and compliance. Connect, normalize, and map your data with intelligent automation.
Three Pillars of Data Organization
Build a solid foundation for financial intelligence with clean, organized, traceable data.
Connect
Bring in data from POS systems, payment processors, loyalty programs, and bank statements. Start with CSV uploads or use native API integrations.
- Automated CSV upload with drag-and-drop
- Native API connections as they become ready
- Support for all major POS and payment systems
Normalize
Align field formats, fix inconsistencies, and maintain complete lineage so every row is traceable to its original source.
- Automatic date and currency standardization
- Duplicate detection and resolution
- Full data lineage for audit trails
Map
Create durable, reusable mappings for SKUs, payment tenders, and loyalty credits to power reliable reconciliation.
- SKU and treatment code mappings
- Payment tender categorization
- Loyalty program credit mappings
All Your Data Sources, Unified
Connect to every system that touches your revenue—from scheduling to deposits.
POS Systems
- • Zenoti
- • Boulevard
- • Vagaro
- • MindBody
- • AestheticRecord
- • Custom CSV
Payment Processors
- • Square
- • Stripe
- • PayPal
- • Bank statements
- • Merchant accounts
- • Custom CSV
Loyalty Programs
- • Allē (Allergan)
- • Aspire (Galderma)
- • Merz Rewards
- • Xperience+ (Revance)
- • Evolus Rewards
- • Custom programs
Accounting Systems
- • QuickBooks Online
- • Xero
- • Excel/CSV exports
- • Custom integrations
- • API connections
- • Manual uploads
See detailed integration guides and technical specifications on our integrations page →
Auto-Column Mapping
Upload any CSV format—our AI automatically recognizes and maps your columns to standardized fields. No manual configuration needed.
Pattern Recognition
Identifies common field patterns across different systems
Format Conversion
Automatically converts dates, currencies, and numbers to standard formats
One-Time Setup
Saves your mapping preferences for future uploads from the same source
Complete Data Lineage
Every reconciled transaction maintains a complete audit trail back to its original source data—critical for HIPAA compliance and financial audits.
Source Tracking
- •Original file name and upload timestamp
- •Row number from source file
- •Uploaded by (user attribution)
Transformation Log
- •Field mappings applied
- •Format conversions performed
- •Validation rules applied
Match History
- •Reconciliation logic used
- •Confidence scores and rationale
- •Approval/rejection decisions
Schema Map & Documentation
Automatically generated documentation for all your data sources and mappings.
Exportable Documentation
Generate comprehensive data dictionaries and schema documentation for auditors, accountants, and compliance reviews.
- Field definitions and data types
- Transformation rules and logic
- Source system mappings
Duplicate Detection
Automatically identify and flag duplicate transactions across multiple data sources to prevent double-counting.
- Fuzzy matching for near-duplicates
- Cross-source deduplication
- Review queue for ambiguous cases
Ready to Organize Your Financial Data?
Build a solid foundation for accurate reconciliation with clean, organized, traceable data. Start your free trial today.