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
Related tax education
Plain-English articles that complement this product—bookkeeping, payroll audits, and worker classification.
- C-corp shareholder capital & acquisition labeling →
- Bookkeeping habits for audit-ready records →
- What the IRS examines on Schedule C →
- Document contractor relationships →