Update monthly client trial balances in central table
Update monthly client trial balances in central table
Incoming trial balance webhooks leave your client ledgers fragmented and slow reconciliation. Load and update the trial balance into your central table so accounting reconciles before month-end.
Overview
Stop relying on scattered trial balance files and manual copy-paste at close. This flow turns incoming trial balance payloads into updated client records so accounting can reconcile and report reliably, ready before month-end.