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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

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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 coming soon!)

One Tool. Four Uses.
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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.

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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

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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

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Top Strongbox features for outsourced accounting & CFO firms 


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


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


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


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

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

Connect yourself or send a URL to your client to easily connect the accounting system.


Glean meaningful insights from massive amounts of financial data using real-time visual context.


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