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"Visual showcasing integrations with accounting software like Oracle NetSuite, QuickBooks, Microsoft, Sage Intacct, and Xero. Accompanied by images of balance sheets and a chart labeled 'Preparing Client Reports,' with text emphasizing 'Accurate Pricing, Powerful Monthly Reporting, One Click.'"

Outsourced Accounting Firms

Power up proposals & reporting packages with financial statements, cash flow analysis, and more in ready-to-use Excel workbooks generated from your CAS client’s accounting system.

Why Strongbox

Graphic featuring logos of accounting software platforms, including QuickBooks Online, QuickBooks Desktop, Oracle NetSuite, Sage Intacct, Xero, MYOB, and Excel. These logos are placed within hexagonal shapes connected to a central lock icon, symbolizing data security and integration.

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 coming soon!)

One Tool. Four Uses.

Graphic featuring logos of accounting software platforms, including QuickBooks Online, QuickBooks Desktop, Oracle NetSuite, Sage Intacct, Xero, MYOB, and Excel. These logos are placed within hexagonal shapes connected to a central lock icon, symbolizing data security and integration.
Case study featuring Cherry Bekaert and Finagraph Strongbox logos, highlighting benefits such as quick insights, controller upskilling, and more accurate pricing. Includes a testimonial from Dixie McCurley, Partner at Cherry Bekaert Advisory, stating, 'Strongbox enhances our team’s ability to standardize across industries and use our controllers at a higher level.

Top 25 Firm Cherry Bekaert saw immediate results after adopting Strongbox in their Client Advisory Services (CAS) practice. Click to explore the full case study.

Computer monitor and laptop displaying financial data and profitability analysis reports. Surrounding logos indicate integrations with accounting software such as Sage Intacct, QuickBooks, Oracle NetSuite, and Xero, emphasizing compatibility with multiple platforms.

1. New Client Assessments

Use Strongbox to instantly gain one-time access to a potential client's financials. Then wow them during your proposal by offering insights right away!

Reports to Review for New Client Assessments:

Income Statements & Balance Sheets

Monthly & Annual Transactions Counts

Sales by Customer

AR & AP Agings

2. ERP Implementation Data Migrations

Quickly convert your clients with one-click data extractions that export into pre-built upload templates.

Template Highlights:

Data Mapped to Match Upload Templates

Journal Entries, CoA, Customers, & More

Eliminate Human Error from Manual Entry

Three computer monitors displaying detailed financial data tables, highlighting extensive data management capabilities. Logos for Sage Intacct and QuickBooks Online suggest integration with these accounting platforms for streamlined data processing.
Monitor displaying a detailed cash flow spreadsheet with various financial categories and values, accompanied by a bar and line chart labeled 'Cash Flow Summary' showing financial trends over time. Background elements include hexagonal shapes, emphasizing data analysis and reporting.

3. Month-End Close Diagnostics

Easily review detailed financials before close each month. Uncover anything that might be missing or need attention before completing your work.

Financial Reports for Month-End:

Cash-Flow Analysis

AR & AP Agings and Analysis

High-Level Financials with Charts

Financial Statement Summaries

4. Monthly / Quarterly Reporting

One-click, standardized financial reports with financial statements, cash flow, AR/AP agings, and more for clean, professional financial reports - fast!

Template Highlights:

Data Visualizations & Charts

Standardized, Consistent Templates

Custom Branding Available

Four financial reports displayed, including cash flow summaries, financial statements, and performance charts. The reports are presented in a grid format, with charts showing trends and comparisons across various financial metrics. Hexagonal designs are used as background elements, emphasizing data integration and analysis.

ALLIANCE AFFILIATIONS

Top Strongbox features for outsourced accounting & CFO firms 

Instant XLSX Financials

Line-by-line monthly balance sheets and income statements in a standard format with variance calculations.

Cash Flow Analysis

The most powerful cash flow analysis on the market built from transaction-level data.

Top KPIs & Ratios

Instant calculations of common financial ratios & metrics to uncover patterns & identify points of interest.

Custom Output

Your reporting template in one click: customize the Strongbox output to fit your firm's needs.

Private & Secure

Maintain the highest level of security & privacy with our SOC 2 certification.

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.

TRUSTED BY

Outsourced Accounting Insights

Ready to Try Strongbox?

Join our community of Top Accounting Firms from the Big 4 to Regional Experts. Request your free Strongbox demo today and try our Risk-Free Pilot Program.

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