Imports, Journal, and Tax Filing Prep

Handle statement imports, inspect chronological booking history, and track tax filing preparation states.

What You Can Do

Import MT940, CAMT.053, QIF, and CSV-style sources with detection preview.
Review journal chronology including credits, debits, reversals, and source history.
Track VAT filing prep states and manual-submission readiness context.

Auto-detection is helpful but should be verified for new file sources.
Tax filing workflow supports preparation and review; direct authority submission is not implied.

Reconciliation

Match imported transactions, split mixed payments, and resolve exceptions with undo support.

Reports and Exports

Export operational and advisor-ready files across analysis, invoices, and account data workflows.

Company and Tax Settings

Define legal profile context, VAT behavior, and opening balance metadata used across the product.