Nalo for Firms
Because you still check every line. Nalo only acts when it’s certain, tells you plainly when it isn’t, and hands you the exceptions instead of a pile you have to re-verify.
We’re onboarding a small number of firms as design partners.
Automated categorization is confidently wrong often enough that you check everything anyway. So the hours come back, plus the hours spent finding what it broke.
The industry has a name for the damage: phantom data. Transactions that look correct but sit in the wrong account, duplicated, or misclassified. Nothing errors. The books balance. The reports are just quietly wrong, and you find out at tax time.
That’s the failure Nalo is designed around. Not speed. Certainty.
A clear pattern, or a rule you confirmed once. Everything else is flagged and waits for a person. There is no confidence score to interpret and no silent guessing. If Nalo isn’t certain, it says so and stops.
Resolve a flag once and Nalo remembers how that client codes it. The Zelle to a contractor. The Amazon that’s COGS rather than supplies. What you teach on one client’s books never leaks into another’s.
Amounts outside a vendor’s settled range. The same payee coded four different ways. A clearing account that won’t zero out. Same-day duplicates. Every finding shows the check that produced it and the transactions behind it, so you’re reviewing rather than re-verifying.
Nobody hands a machine their client’s books on day one, and we’d be worried about anyone who did.
So run it alongside what you do now. Nalo codes the month, you code the month, and it shows you exactly where the two disagree. You keep working the way you already work, and after a few weeks you’ll know precisely how much of it you can stop checking.
Every disagreement makes it better at that client. That’s the point of the first month.
Materiality is a setting, not an afterthought. Below the threshold you set per client, Nalo stays quiet. Spending twenty minutes on a twelve dollar variance isn’t a service.
Nothing posts automatically. Nalo never writes to your books without a confirmation.
Every finding is traceable. The check that fired, the rule behind it, and the transactions underneath. Nothing is a black box you have to take on faith.
If you’d rather just tell us what’s wrong with this, that’s genuinely more useful right now than a signup.