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Total Documents

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Entities

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Pending Review

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Recent Activity (7d)

AI Document Processing

Analyzes uploaded documents, extracts transactions, generates financial statements, and updates tax workbooks. Runs automatically daily at 6 AM UTC, or click to process now.

Recent Uploads

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Entity Overview

Entities

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    Select an entity to browse its documents

    Upload Documents

    01 Inbox - Scanned Documents
    All uploads go to the Inbox for review and processing
    📤

    Drag and drop files here, or click to browse

    PDF, XLSX, CSV, DOCX, PNG, JPG accepted

    Financial Statements Status

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    Loading financial statements status...

    Tax Prep Workbooks

    Prepared for: Cunningham & Associates

    Entity Workbook

    Bank Accounts as of December 31,
    BankAccount TypeAccount #Balance
    TOTAL CASH$0.00
    Income Summary
    DescriptionAmount
    TOTAL INCOME$0.00
    Expense Summary
    DescriptionAmount
    TOTAL EXPENSES$0.00
    Trial Balance as of December 31,
    AccountAccount NameDebitCredit

    Settings

    Distribution List

    Manage email recipients for bookkeeping report notifications.

    Entity Management

    Add and manage entities in this bookkeeping platform. Each entity gets the full folder structure and workflow.

    Add New Entity

    Enterprise Bookkeeping Platform

    AITCH Holdings — Financial Document & Tax Preparation System

    Summary

    Comprehensive bookkeeping and tax preparation system for all AITCH Holdings entities. Manages financial documents, bank statements, income and expense tracking, payroll records, and tax workbooks across multiple business entities. Supports multi-entity views with per-entity document uploads, auto-populated financial tables, and trial balance reconciliation for tax filing preparation.

    Features

    • Dashboard with document counts and entity overview
    • Multi-entity management (select active entity to scope all views)
    • Drag-and-drop document upload with metadata
    • Bank statement, income, and expense tracking
    • Tax preparation workbook with year selector
    • Auto-populated tables from uploaded documents
    • Inline table editing for Bank, Income, and Expense entries
    • Payroll section (W-2 count and processor)
    • Trial balance with auto-calculation and balance warnings

    How to Use

    1. Sign in with your email and password.
    2. Select the active entity in the Entity Browser to scope all views to that business unit.
    3. Upload bank statements, invoices, and receipts via the Upload tab (drag-and-drop).
    4. Review auto-populated entries in Financial Statements. Edit inline to correct or categorize.
    5. Navigate to Tax Prep, select the tax year, and review Bank, Income, Expense, and Payroll tables.
    6. Verify the Trial Balance is balanced. The system will warn if entries don't reconcile.
    7. Export the completed tax workbook for filing.

    Supported Entities

    • 52nd Street Capital Group
    • AITCH Conservation Foundation
    • AITCH Enterprises
    • AITCH Holdings
    • AITCH Land Group
    • Howell Holdings
    • Ifoma Foundation
    • Today's Child Foundation

    Note: Each entity maintains its own document set and financial records. Trial balance must reconcile before export.