Reporting

Get client funds deposited in full each day for easy reconciliation, complete transaction details in easy-to-read reports, and useful business insights from our custom dashboard.

Reporting and Reconciliation

You care about the numbers—and so do we. CPACharge gives you complete transaction details and full daily deposits of client funds, with no fees deducted until the beginning of the following month, to finally take the headache out of payment reconciliation.

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Dashboard

With instant access to key business metrics, you can better manage seasonal revenue trends, understand and project cash flow, and identify opportunities for business growth. That’s why we’ve designed the dashboard to give you robust tools to dig into your data.

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5 Stars

As a bookkeeper who reconciles transactions from multiple sources, this is the most logical, user-friendly, and from an accounting standpoint, most easily reconciled system I've experienced. Thanks for making my life and bank reconciliation much easier!

Julianne Jay
Bookkeeper, Crippen CPA