WorkMinty product

ClearLedger

Bank CSV to tax-ready books

ClearLedger turns raw bank exports into organized tax bookkeeping. Map columns once, apply label rules automatically, review exceptions in bulk, and work through balance-sheet and contractor workflows scoped per company and tax year.

• Flexible CSV import with header detection and guided column mapping
• Category rules, auto-labeling, and bulk transaction review
• Monthly category reports, balance-sheet views, and tax-year organization
• Financial wizards for closing tasks and balance-sheet rebuilds
• Contractor 1099 reporting and corporate tax guidance
• Payroll sync settings to align books with payroll activity