1. One workbook, not five tabs stitched by hand
The auditor export is a single workbook built for audit season: a general ledger with links back to each source document, a movements schedule, AP/AR aging, and anomaly annexes, generated instead of assembled by hand under deadline.
2. Learning stays per client
Per-client categorisation learning keeps one client's confirmed rules and chart of accounts separate from the next, so twenty clients under the same practice login mean twenty independent rule sets, never one blended guess. See the compliance calendar for how the rest of a client's obligations are tracked alongside audit prep.
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