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Bank & Credit Card
Import Optimization
Built to take the load off — so your team isn’t buried, and your data isn’t late.
Most teams don’t think much about how card and bank data enters the system — until the pressure builds. Reports lag, numbers feel harder to trust, and the process that once worked starts to slow everything down. It’s not broken — just not built to scale. And definitely not built for where you're headed. When this part of the workflow is neglected, review time increases, reporting gets fuzzier, and your bookkeeper ends up silently carrying the weight just to keep things moving.
What I build depends on your setup, but it typically includes tailored import templates — structured around your existing software, with no added platforms or code. The goal isn’t perfection — it’s a cleaner, more repeatable way to get detail in without slowing everything else down.
In one implementation, the manual data entry workload dropped from 10 business days to 4 — just by reworking how the data flowed.
It’s not magic. It’s structure.
And the real cost?
Every extra day spent on manual entry delays decisions, creates review bottlenecks, and compounds risk as your team scales. This isn’t just about now — it’s about building something clean enough to last.
Scope & Pricing
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These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, where the foundation is stable. At that point, this project is billed as a fixed add-on at $6,000.
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If something similar is needed during onboarding, it can be built then — but it’s billed hourly as part of implementation, not as a standalone project.
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Includes tailored import templates and ongoing maintenance.
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Ongoing template upkeep is integrated through the monthly close.
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Reminder: The goal isn’t perfection — it’s a cleaner, more repeatable way to bring in detail without slowing everything down.
What's Included,
What's Not Included
What’s Included
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Custom bank & credit card import templates
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If you use multiple systems, I’ll help find the cleanest way to bring in all necessary detail from each one
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Templates built around your existing software
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No added platforms to pay for, tools, or coding
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Mapped to your chart of accounts and current workflows
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Ongoing template maintenance through 4 monthly closes
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Built-in structure to split grouped charges or organize untagged data
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Detailed instructions on how to use the templates
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Support for dry runs or initial testing (as needed)
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Training of staff to use the templates (if requested)
What’s Not Included
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Manual cleanup of historical entries or backdated reclassifications
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Import automation via external tools or third-party platforms
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Deep vendor or memo standardization across large datasets
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Custom scripting, API connections, or software development
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Policy creation (e.g., expense logic, accounting treatments — see separate projects)
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Multi-entity consolidation logic (beyond mapping each entity’s imports separately)
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Each entity will be billed individually
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Build Structure That Frees You.
I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.
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If that’s what you’re building toward, I’m here.