Validation & controls
Apply the company's chart of accounts and reporting policy. Reconcile accounting or payroll totals, validate account mappings, align the reporting period and flag missing records before accountant review.
Accounting
SimplBooks integration
Prepare recurring reports from SimplBooks accounting and business records. Bring invoices, ledger data and asset information into a company workspace with the mappings and evidence needed for review.
SimplBooks
Your source data
Andmera
Map · Calculate · Validate
Review-ready reports
- Trial Balance
- Expense Analysis
- Fixed Asset Report
Source data, connected
Data you can bring into reporting
Accounting records, invoices and fixed assets.
- Ledger exports and accounting records
- Purchase and sales invoices with payment context
- Fixed asset and project information where required
From source data to a reviewed report
- 1Choose company and period
- 2Connect or import data
- 3Apply mappings and calculations
- 4Reconcile and validate
- 5Review and publish
Experts stay in control
Reporting agents prepare the data and surface exceptions. Your team reviews uncertain mappings, checks supporting evidence and approves the output. Every report retains references to the records and rules behind it.
Related report templates
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Put your SimplBooks data to work.
Tell us the reporting objective, source data and rules. We’ll help you define the right connection and a repeatable reporting workflow.