Most accounting problems don't start in Excel. They start earlier — with document chaos.
Coalesc organizes messy client documents — emails, PDFs, scans, uploads — so accountants spend less time cleaning data and more time reviewing what matters.
Stay ahead of the chaos
The real work happens before bookkeeping starts. Coalesc handles the messy middle — so you can focus on what matters.
Absorb messy inputs without changing client behavior
Clients keep sending PDFs, photos, scans, emails — Coalesc centralizes and structures everything before it hits your workflow. No chasing, no reformatting, no lost documents.
Untangle 400-page bundles automatically
Mixed PDFs, bundled scans, multi-month statements — Coalesc identifies where one document ends and another begins. What used to take hours of manual splitting happens in seconds.
Match documents to transactions
For each bank transaction: does a receipt exist? Which invoice supports it? What's missing? Coalesc surfaces matches and flags gaps — so review stops being detective work.
Your corrections compound over time
Every fix teaches the system. Patterns get remembered. Categories get learned. New staff ramp faster. Over time, switching away becomes painful — and that's by design.
Hand off clean, review-ready data
Once documents are complete and understood, exporting to Excel, QuickBooks, or your existing tools becomes a formality — not a cleanup task.
Our approach
A system built around how accounting actually works — not how software wishes it worked.
Chaos intake
Documents arrive incomplete, in mixed formats, and often duplicated. This is where most cleanup happens.
Centralization & structure
Everything lands in one place. Coalesc organizes, deduplicates, and structures data automatically.
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$142.50
Human review stays central
Validation, correction, and edge cases remain with your team. The system supports, not replaces, your judgment.
Learning loops
Every correction improves future accuracy. The system doesn't guess. It learns.
The system doesn't guess. It learns.
How we protect your data
Transparency over labels. We believe security is built through honest practices, not marketing badges.
Data ownership
Firms own their data. You can delete it at any time. No reuse for training external models.
Data storage
Data stored in Canada. Isolated per firm with no cross-tenant access.
Access control
Firm-level permissions with role-based access. Audit-ready structure built in.
Infrastructure
Built on secure, SOC 2–compliant infrastructure providers. Encryption at rest and in transit.
Roadmap
Security is a process, not a badge.
What accounting firms tell us
The real work starts before bookkeeping even begins. By the time we open Excel, we've already spent hours just sorting and understanding the documents.
— Partner, Mid-size CPA firm (Québec)
Most tools assume the documents are already clean. In reality, that's where we lose the most time.
— Partner, Multi-partner firm
Document management sounds simple, but it's where a lot of senior time gets burned — and it's very hard to delegate.
— Managing Partner, CPA firm
These conversations are what we're building Coalesc around — alongside a small group of design partners.