Your clients’ paperwork, checked before you open it.
Receipts, bank statements and tax documents pile up for every client, every month. ALK sorts them, matches them and flags what is missing, with every answer linked to its source, so your hours go to advice, not data entry.
Client month-end, before and after ALK.
Ask the contract. Get the line it came from.
ALK answers from the document itself, points to the exact line, and flags what doesn’t match. Here’s how.
That’s one company reviewing its own vendor contracts. Below, see how a professional services firm puts ALK to work for a client’s books.
Turn a shoebox of receipts into clean books.
Clients send photos, scans and PDFs in every format. ALK reads each receipt, pulls the merchant, date, total and payment method, assigns an expense category, and marks what is deductible, 50% deductible or personal, so nothing lands in the wrong account.
Reconcile a client’s month in one pass.
Upload the bank statement and your client’s books. ALK matches the lines and leaves only what does not agree: a $25 bank fee missing from the books, a $621 payment recorded as $612, and a $940 deposit the bank has not seen yet.
Month-end summaries your clients can read.
Drop in a client’s transactions and ask in plain language. ALK compares this month with last and charts revenue against expenses. For one coffee roaster, it found revenue flat but cost of goods up 17%, the one change that turned September into a loss.
Know what is missing before tax season does.
Clients send forms in batches, out of order and mixed with things you did not ask for. ALK sorts each file, reads the key amounts, checks the pack against your checklist, and flags the form the client never sent, like a missing 1099-INT, with a note ready to send.
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"Start with one client. Upload a month of receipts and a bank statement, and see what ALK finds before you pay a cent."