MPAX turns raw bank and card exports into clean, categorized reconciliation workbooks for month-end and tax work. Any bank, any CSV layout — map the columns once per client, and every upload after that flows straight through to a finished Excel file.
| Date | Description | Amount | Category |
|---|---|---|---|
| 06/01 | SQUARE INC DEPOSIT | +$3,200.00 | Income - Services ▾ |
| 06/03 | SALLY BEAUTY SUPPLY | −$142.50 | Supplies ▾ |
| 06/05 | ZELLE J MARTINEZ | −$800.00 | Contract Labor ▾ |
| 06/08 | AT&T WIRELESS | −$89.00 | Utilities ▾ |
| 06/10 | VNDR 4417 NEW | −$45.00 | Uncategorized ▾ |
| 06/12 | WESTGATE PLAZA | −$1,800.00 | Rent ▾ |
Every bank exports a different CSV, so most firms re-do the same cleanup by hand, every client, every month. MPAX replaces that with a mapper you configure once: the engine normalizes the data, applies your saved vendor categories, flags what's new, and builds the workbook — the same deterministic result every time.
Client selector in the sidebar, your data in the middle, one gold button to the finished file.
No bank list to wait on and no hard-coded formats. Upload any CSV, point at the Date, Description, and Amount (or Debit/Credit) columns, and the engine normalizes the rest — signs, currency symbols, preamble rows included.
Column mappings are saved per client and keyed to the file's header layout. The next statement with the same shape maps itself — you just confirm and go.
Categorize a vendor once and it stays categorized — per client, with custom categories for industry-specific work. Each month, only genuinely new vendors need a decision.
One firm account, unlimited client profiles — each with its own mappings, categories, and upload history. Switch between clients from the sidebar.
Duplicate transactions across bank + card files are removed, statement summary rows filtered, and multi-year data flagged. Same input, same output — no AI guesswork anywhere in your numbers.
Every workbook carries a Data Handling Receipt documenting the files received and how they were processed, plus a tamper-evident, hash-chained Audit Log tab.
Drop bank and card CSVs. Tell the engine which column is Date, Description, and Amount. It saves the layout — next month, the same file maps itself.
One table, every transaction. Pick a category from the dropdown — it saves instantly and applies to every matching vendor. Bulk-select for speed.
One click builds the full 12-tab Excel file — ledger, Schedule C, 1099-NEC, estimated tax, anomaly flags, and compliance receipts.
No trial hoops — your only risk is one month at $39.95. Cancel anytime.
Join the firms that stopped re-keying bank statements. Map each client once, and let the engine do the rest — deterministically, with the receipts to prove it.