In development · Demo by request

Financial Report Builder

Import bank CSV data and save financial reports for tax preparation and client review.

Who This Is For

Financial Report Builder is designed for tax offices that need to organize client bank transactions for tax preparation. It's useful for preparers working with small business clients who provide bank statements instead of accounting records.

Tax offices preparing Schedule C returns from bank data
Preparers organizing client transactions for business returns
Offices creating financial summaries from bank statements

The Problem It Addresses

Small business clients often arrive at tax time with bank statements rather than proper books. Financial Report Builder provides a workspace to import bank CSV data and save financial reports for tax preparation.

Illustrative Workflow — Not a Feature Guarantee

How a Tax Office Might Use Financial Report Builder

Import bank CSV — Client or preparer downloads bank transactions as CSV and imports into the system.
Map columns — Map CSV columns to transaction fields (date, description, amount).
Save report — Save the imported data as a financial report for client records.

Verified: bank CSV import to saved report. Transaction categorization, category summaries, and export for tax software are not yet verified.

Capabilities

Bank CSV Import

Import bank transaction data from CSV files. Map columns to transaction fields.

Saved Reports

Save financial reports by client and period for records and reference.

Current Limitations & Readiness

Not tax preparation software: Financial Report Builder organizes bank data but does not generate tax returns. Use your tax software for return preparation.

Manual import only: Bank data must be exported from your bank as CSV and imported manually. Direct bank connections are not available.

CSV format requirements: Import works with common bank CSV formats. Some banks may require format adjustments.

Development status: The system is in active development. Features may change.

Frequently Asked Questions

Does this connect directly to banks?: No. Financial Report Builder imports bank data from CSV files. You must download transaction data from your bank and import it manually.
Can I use this instead of accounting software?: Financial Report Builder is a reporting tool, not full accounting software. It organizes bank data for tax preparation but does not handle invoicing, accounts receivable, or other accounting functions.
Which bank CSV formats work?: Common bank CSV formats are supported. Column mapping allows flexibility for different formats.
Can I import multiple accounts?: Yes. You can import data from multiple bank accounts for a client and combine them in reports.

Enterprise Licensing

Financial Report Builder is licensed per office under Tax Partners USA's enterprise model. There are no monthly subscriptions or online checkout.

White-label available: Rebrand with your office name and logo.
Self-hosted option: Run on your own infrastructure.
Quote-based pricing: Licensing cost depends on office size and client volume.
Support included: Setup, training, and ongoing support are discussed as part of your quote.

Who This Is For

The Problem It Addresses

How a Tax Office Might Use Financial Report Builder

Capabilities

Bank CSV Import

Saved Reports

Current Limitations & Readiness

Frequently Asked Questions

Enterprise Licensing

Request a private demonstration.

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