FIDUCIARY ACCOUNTING SERVICES

Guardians have a tough job.

It’s challenging and complex, often thankless, and always under scrutiny.

We’re here to make it easier.

A software solution custom made for Guardians.

Manage your ward’s finances easily with:

1. One-Tap Receipt and Check Capture

  • Snap a photo—proof of expense is automatically attached to the bank transaction.

  • Expense details automatically extracted for reconciliation and reporting, including annual reports.

  • Add a quick note or voice memo to explain any purchase.

2. Alerts and Reminders

  • Stay updated on essential matters like fraud alerts and overdue bills.

  • Automatic Account Reconciliation with Checks

  • Patent-pending software automatically reconcile your checking account, saving you hours of work every month

Designed by Guardians for Guardians

1. Manage One or Multiple Wards

  • Check in with the mobile app, dive deeper with the desktop.

2. Easily Manage Outside Help

  • Track time, mileage, and get digital invoices and receipts from outside caregivers.

3. Grant Access to Advisors

  • Allow trusted advisors to see key information and provide guidance before issues arise.

Not a personal finance tool.
Not a complicated accounting package.
Not a corporate expense app.

A ward financial management tool custom built to make your job as a Guardian easier.