Financial Cleanup
We bring order to your accounting records by reviewing and correcting past transactions, standardizing account mappings, and reconciling bank, credit card, and eCommerce activity. By resolving historical discrepancies and implementing structured month-end close processes, we ensure your financial data is clean, accurate, and ready for reporting or operational use.
What we handle
Comprehensive financial record cleanup
- Review and correct historical transactions across all accounts
- Standardize account mappings and chart of accounts for consistency
- Reconcile bank, credit card, and eCommerce transactions
- Identify and resolve discrepancies and operational errors
- Implement structured month-end close processes
- Prevent recurring errors with workflow improvements and system controls
- Generate reconciled reports and dashboards for management review or audits
- Integration with QuickBooks, NetSuite, A2X, SOS Inventory and other platforms
How it works
From audit to clean books
- 1
Assessment & discovery
We audit your accounting records, identify inconsistencies, errors, or backlogs, and map your current workflows before making changes.
- 2
Cleanup & standardization
We review all historical transactions, correct errors, and standardize account mappings across your systems. Reconciliations with banks, credit cards, and eCommerce platforms ensure data consistency, giving you clean, reliable financial records ready for reporting and audits.
- 3
Workflow implementation
Structured month-end close processes, reconciliations, and reporting templates are implemented in your existing systems, including QuickBooks, NetSuite, and eCommerce integrations, to maintain ongoing accuracy and prevent future errors.
- 4
Ongoing monitoring & support
We provide follow-up support to ensure records stay clean, reconciliations remain consistent, and your financial data is reliable for reporting and operational use.
Tools & platforms
We work with your existing stack, no migrations required.
Related case studies
Proof from comparable engagements
~$919K
Uncovered (3 years)
3PL Billing Recovery Audit
A 15% overcharge concentrated in one channel compounded to ~$919K over three years before channel-level segmentation exposed it. ~$125K recovered retroactively plus a 15% ongoing credit (~$24K/month).
0
Tax periods restated
Average Costing Cleanup with the Cutoff-and-Rebuild Method
A compromised NetSuite average-costing engine corrected with a 1 January 2025 cutoff-and-rebuild approach, fixing COGS retrospectively and prospectively without restating tax-filed periods.
~$2.3M
Defended
The $2.3M Recovery: Rebuilding a US Manufacturer's Accounting & EDI
A US consumer goods manufacturer with multi-year reconciliation backlogs across NetSuite, EDI, and dispute defense. Acgile rebuilt all three: closing 3,076 Home Depot disputes, defending $668K directly tracked, and turning a chaotic accounting function into a repeatable monthly close.
Professional Accounting Services at Competitive Rates
From tracking transactions to strategic financial planning, our comprehensive suite of professional accounting services cover all your business aspects.
Financial Cleanup Specialist + 2 Accountants
$5,000/month
- Historical data entry and backlog transaction categorization
- Missing receipt, invoice, and bank statement sourcing and reconciliation
- Multi-year balance sheet, ledger cleanups, & tax compliance reviews
- Complex multi-account bank and merchant processor reconciliations
- Strategic project scoping & multi-entity financial reconstruction
- Post-cleanup board-ready reporting & audit room management
If additional resources are required, they will be billed separately.
FAQs
Common questions
How long does a financial cleanup take?+
Will my daily operations be affected?+
Do you handle eCommerce platforms and integrations?+
Can historical errors be corrected without affecting current data?+
What kind of reporting will I get after cleanup?+
Related resources
Keep exploring
The $2.3M Recovery: Rebuilding a US Manufacturer's Accounting & EDI
A US consumer goods manufacturer with multi-year reconciliation backlogs across NetSuite, EDI, and dispute defense. Acgile rebuilt all three: closing 3,076 Home Depot disputes, defending $668K directly tracked, and turning a chaotic accounting function into a repeatable monthly close.
Average Costing Cleanup with the Cutoff-and-Rebuild Method
A compromised NetSuite average-costing engine corrected with a 1 January 2025 cutoff-and-rebuild approach, fixing COGS retrospectively and prospectively without restating tax-filed periods.
Month-End Close
Close your books with precision, every single month.
Accounts Payable
Eliminate manual data entry with real-time spend visibility.
Ready to hand off your financial cleanup?
Book a discovery call. We'll review your setup, flag what's missing, and walk you through how we'd handle it.
Book a discovery call