Outsourced Accounting & CFO
Power up reporting packages for clients with financial statements, cash flow analysis, and more in ready-to-use Excel workbooks generated from your client’s accounting system.
Why Strongbox
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Integrations with the most popular accounting software.
Strongbox pulls the information you need directly from your client's accounting software, saving you time and ensuring completeness and accuracy. (Microsoft Dynamics and Netsuite coming soon!)
Continuous monitoring with triggers and alerts makes it easy to manage multiple accounts.
How outsourced accounting & CFO firms use Strongbox
Financial Statements
Get line-by-line, monthly balance sheets and income statements mapped to a standard chart of accounts.
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Custom Output
Your databook template in one click: customize the Strongbox output to fit your firm's needs.
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Sales, Expenses, & AR/AP
Access details on concentrations and outstanding receivables and payables.
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Cash Flow Analysis
Enable proof-of-cash procedures and easily identify items of interest, like CAPEX purchases.
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SOC 2 Type 2
Maintain the highest level of information security using our SOC 2 certified software solutions.
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Intelligent Mapping
Transform disorganized, inconsistent, and irregular financial data into standardized reports.
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Transaction Details
Use individual transactions in the accounting system to prepare breakdowns of general ledger accounts.
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One-Click Connections
Connect to a variety of accounting systems with a single click to instantly unlock the data you need.
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Outsourced Accounting Insights
How outsourced accounting & CFO firms use Strongbox
Instant XLSX Financials
Line-by-line monthly balance sheets and income statements in a standard format with variance calculations.
Custom Output
Your reporting template in one click: customize the Strongbox output to fit your firm's needs.
Cash Flow Analysis
The most powerful cash flow analysis on the market built from transaction-level data.
Private & Secure
Maintain the highest level of security & privacy with our SOC 2 certification.
Top KPIs & Ratios
Instant calculations of common financial ratios & metrics to uncover patterns & identify points of interest.
Easy-to-Use Connections
Connect yourself or send a URL to your client to easily connect the accounting system.
Data Visualizations
Glean meaningful insights from massive amounts of financial data using real-time visual context.
Get Strongbox
Want to try Strongbox for yourself? Get in touch for more information, to schedule a demo, or to sign up for our Risk-Free Pilot Program.