All products

Apply 24% backup withholding to flagged payees, keep a per-payee withholding ledger, and build the Form 945 liability worksheet.

Term loans, amortization schedules, interest accrual & covenants (US)

Bank Reconciliation with BAI2 / OFX Import (US)

Bid / RFP Estimating Worksheet with material, labor and markup math

Book-to-Tax Difference (M-1/M-3) Worksheet: track permanent and temporary differences and build the IRS Form 1120 Schedule M-1 (and a simplified Schedule M-3) reconciliation that ties out.

Track city, county & state business licenses and permits with renewal reminders, fee history and jurisdiction notes

CA SB 253/261 climate-disclosure worksheet: Scope 1-3 + risk narrative

Calibration schedules, certificates, due alerts, AIAG-MSA gauge R&R studies and out-of-tolerance handling (US)

Cannabis seed-to-sale tracking with METRC-format export and an IRC §280E / §471 COGS-vs-SG&A allocation worksheet.

Capital-Expenditure (CapEx) Request & ROI Approval with NPV / IRR / payback, budget control and asset creation

Carrier Rate & Label Sync - UPS/FedEx/USPS (BYOK): rate-shop, buy labels, validate addresses and manifest with your own carrier keys

Cash-Application & Lockbox Import (BAI2/CSV)

CCPA/CPRA consumer-rights & opt-out workflow: log access / delete / opt-out requests, locate PII, 45-day deadline tracking and a Do-Not-Sell register

Track continuing-education credits, reporting-period compliance, transcripts and auto-generated certificates for US licensees

Certified-Payroll WH-347 Worksheet for Davis-Bacon / prevailing-wage federal construction jobs with Statement of Compliance and CSV / printable export

Construction change-order management: prime & subcontract, markup, approval workflow, revised contract value and exposure log

US-numbered Chart-of-Accounts starter pack (US GAAP / AICPA numbering) with Balance-Sheet / Income-Statement line tags and Form 1120 / Form 1065 tax-line mapping; one-click idempotent apply into your company's account.account.

Administer COBRA continuation coverage: qualifying events, the statutory deadline clock (30/14/44/60/45-day and 30-day grace), per-beneficiary elections, 102%/150% premium schedules and overdue/deadline flagging, with a mailable notice data sheet.

Commercial leases, NNN/CAM pools & year-end CAM reconciliation true-up for landlords (US)

Track consigned and floor-plan financed (dealer floor plan) inventory: curtailment schedules, interest accrual and settlement

Construction job costing & CFMA-style WIP / over-under-billing schedule (ASC 606 cost-to-cost percentage of completion)