Accounting Cleanup Software
Accounting cleanup software for messy books
Accounting cleanup software helps you turn scattered, incomplete, or out-of-date financial records into structured, reconciled, reviewable books. ZeroFin is built specifically for this: upload your bank statements, invoices, bills, receipts, and old accounting exports, and it reconstructs the transactions, maps them to a chart of accounts, flags exceptions for review, and produces real financial reports. AI does the heavy lifting; you and your accountant review and approve before anything posts — so the cleaned-up books are ones you can actually trust.
Who it's for
- Founders whose books are months or years behind
- Companies preparing for tax season, an audit, or fundraising
- Accountants and bookkeepers handling client cleanup projects
- Businesses switching accounting systems and needing a clean opening balance
The problem this solves
Years of backlog
Transactions sit unrecorded across statements, exports, and spreadsheets.
Missing context
You have the numbers but not the story — what each transaction actually was.
Unreconciled accounts
Bank balances don't tie out and nobody's sure which records are right.
A deadline looming
Tax, a raise, or a board meeting is forcing the issue now.
How ZeroFin helps
- 1
Upload everything
Drop in PDFs, Excel, CSV, QBO, IIF, and images — whatever you have. Upload everything; we structure it.
- 2
Reconstruct
ZeroFin rebuilds transactions chronologically and maps them to your chart of accounts.
- 3
Review exceptions
Uncertain items are flagged. Review, correct accounts in bulk, and confirm — don't guess.
- 4
Set opening balances
Establish a clean starting point so the present books stay accurate.
- 5
Generate reports
Produce P&L, balance sheet, cash flow, and trial balance from the reconstructed history.
What you get
- Historical upload and reconstruction from messy files
- Import jobs with retry and status tracking (Review / Confirmed / Posted)
- Bulk account correction for historical entries
- Opening balance setup (lean or advanced)
- AI-drafted entries with human review and approval
- Historical reports: table, trial balance, P&L, cash flow, balance sheet
- Reconstruction add-ons for 3, 5, or 10 years of history
Frequently asked questions
What is accounting cleanup?
Accounting cleanup is the process of gathering scattered records, reconstructing transactions, mapping them to a chart of accounts, reconciling balances, setting opening balances, and producing trusted reports. ZeroFin supports this end to end.
My books are 2 years behind — can ZeroFin help?
Yes. That's exactly the use case. Reconstruction add-ons cover up to 3, 5, or 10 years of history depending on volume.
Do I still need an accountant?
ZeroFin works great with your accountant. AI structures the cleanup; your accountant reviews, approves, and advises — faster than doing it all by hand.
What files can I upload?
Bank statements and exports in PDF, Excel, CSV, JSON, XML, QBO, QBX, and IIF, plus receipts and documents as images.
How do I start?
Book a free Financial Clarity Diagnosis. We'll review your current state, identify the gaps, and map a cleanup plan.
Turn the backlog into clean books.
Book a free Financial Clarity Diagnosis and get a cleanup plan for your messy history.