Reconciliation-ready activity
Complete, structured records that match bank activity to the ledger.
Give clients a cleaner period, every period
Scoped access, complete records, and structured exports across your client book—so close and advisory start from clean data.
Scoped
Read-only access to client data, by role
Complete
A full record behind every number
Structured
Exports your tools can ingest
Less cleanup
Cleaner periods to start from
Advisory is harder when the data is a mess
Accountants and advisors wait on client exports, chase missing documents, and rebuild context every period across clients and tools.
Start every engagement from clean data.
Scoped access, complete records, and structured exports across your whole client book.
One way in across your whole book
Scoped access, evidence, and structured records connect—so advisory starts from clean data, not cleanup.
Evidence behind every number
Each figure traces to underlying activity, with verification ready when you need it.
Scoped, least-privilege access
Read-only or role-scoped access to client data—no shared logins.
Structured, exportable records
Consistent periods you can export and ingest without reformatting.
For the people clients trust with the books
Less chasing and reformatting, more advisory that moves clients forward.
Audit trails
A full history of who did what behind every client number.
Multi-entity visibility
See each client's entities in one consolidated view.
Scoped access
Read-only and role-based access to client data—no shared logins.
Cash and reserve signals
Obligations and reserves you can advise on with confidence.
From access to advisory
A calm path that keeps every client period clean and ready.
1
Get scoped access
Read-only or role-scoped access provisioned per client.
2
Rely on enforced policy
Controls and trails are already in place behind the numbers.
3
Export and advise
Pull structured, audit-ready periods and focus on the advice.
Built on the full Ora platform
Every capability here runs on the same premium operating system as banking, spend, payments, and intelligence.
Give every client a cleaner close
Join the waitlist for Ora—scoped access, complete records, and structured exports for accountants and advisors.