Statements and duplicate checks available

Small tools for the work you repeat.

Generate customer statements from your existing Excel or CSV ledger today. Check invoice and payment exports for likely duplicates too. Generate a monthly or annual close plan in Excel.

Generate customer statements How it works
Available 01

Customer Statement Generator

Turn your existing spreadsheet into a PDF statement per customer. Map flexible columns, review running balances and add company branding — privately in your browser.

InputExcel or CSV ledger
OutputSeparate PDF statements in a ZIP
Handlespayments, credits, separate currencies
Generate customer statements
Available now 02

Duplicate Invoice Checker

Upload an AP or payment export, map your columns, and review likely duplicate pairs with the reason each one was flagged.

You'll chooseap_ledger.csv
You'll getflagged-pairs.csv
Matches onvendor, amount, date window, reference
Check duplicate invoices
Available 03

Month-End Close Planner

Generate a monthly or annual Excel workbook with a filtered checklist, dependency-aware dates and a progress dashboard.

You'll choosemonth, workflows, team size
You'll getclose_plan.xlsx
Has to handleworking days, owners, dependencies
Generate a close plan
On the list 04

Something you still do by hand

The next tool gets decided by what people send us. If it takes you an afternoon every month, that's a strong candidate.

Describe the workflow

Statement generator: browser-only processing, no financial-data uploads.

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