Messy Books Cleanup
Clean transaction exports, flag duplicates, find uncategorized items, prepare review files, and organize what still needs a decision.
In Development · Review Workspace
Luna1 Transaction Intelligence
Import, organize, classify, reconcile, and export transaction records through structured accounting controls.
PDF extraction is best-effort and may require manual review. This workspace prepares review files only and does not replace accounting approval.
Luna1 Transaction Intelligence
Clean messy books before they slow the business down.
Luna1 Transaction Intelligence helps small businesses, nonprofits, churches, ministries, and creative teams clean up disorganized transactions, missing documents, unreconciled bank activity, and board reporting gaps.
The client-facing promise is simple: send the files, see what is missing, clean the books, and leave every review item organized for follow-up.
Client Request Portal
Track missing bank statements, receipts, payroll reports, invoices, and reminders so cleanup work does not get stuck in email.
Nonprofit Back Office
Organize board packets, finance checklists, grant deadlines, vendor files, compliance reminders, and monthly close review items.
How The Service Works
| Step | Client-friendly explanation |
|---|---|
| 1. Collect | Request the bank, payroll, vendor, grant, and receipt files needed for cleanup. |
| 2. Clean | Standardize exports, flag review items, and suggest categories. |
| 3. Review | Prepare plain-English notes showing what appears complete and what still needs review. |
| 4. Report | Create cleanup files, reconciliation notes, and board-ready monthly close packets. |
Finance cleanup, reconciliation, journal entry, and board packet tools operate as one review-first workspace.