1 Upload MA Assist CSV
CSV (UTF-16) • Claims, client references, branches
Drop MA Assist CSV here
or click to browse
2 Upload Sage Export
XLSX • Accounts, transactions, dates, amounts
Drop Sage XLSX here
or click to browse
3 Report Date
Select the Wednesday for this week's report
4 Generate Reports
Upload both files to continue
Generating report…
READY
£0
Total Debt
0
Invoices
0
Clients
0
Files
What's Generated
Data Merge
Joins Auditor LBL with Sage on Second Reference
Weekly Summary
Executive summary and aging analysis
Client Statements
Individual statements per client
Statutory Calcs
Interest & compensation included