DAILY BANK SYNC ACTIVEAirwallex & global fintech feeds

Real-Time Bookkeeping.
Human-Verified Precision.

Automated daily bank syncs combined with expert CPA oversight for multi-jurisdictional businesses. AI handles the heavy classification; a dedicated human checks every entry before it posts.

Try the self-guided demo Contact us
DAILY
Automated bank syncs
100%
Entries signed off by a person
MULTI-GAAP
IFRS, HKFRS, SFRS or US GAAP, per entity
AUDIT
Double-entry, source file on every line
certanta_general_ledger.live
LIVE GENERAL LEDGER FEED — DAILY SYNC ACTIVE

Tap a line to read the bookkeeper's file note.

Trial balance (HKD) Dr 147,014.00 = Cr 147,014.00 ✓ balanced €890 held — not posted
double-entrysource document on every lineillustrative · sample company

The platform

Machine speed on every line. A person's judgment on every entry.

Bank lines arrive each morning and the ledger engine classifies them. Nothing posts until a bookkeeper who knows your file has signed it off.

THE LEDGER ENGINE

Precision

The repetitive work, done the same way every time.

  • Daily bank syncStatement lines from Airwallex and other connected fintech accounts every morning; traditional banks by monthly statement upload.
  • AI classificationEvery transaction coded against your chart of accounts, learning your company's own rules.
  • Multi-currency by designFX handled per entity; own-account transfers are never double-counted.
  • True double-entry, fully tracedEvery posting linked to its source document, one click away.
THE HUMAN LENS

Judgment

The calls a machine shouldn't make on its own.

  • Sign-off on every entryA dedicated bookkeeper checks each line before it posts.
  • Anything ambiguous stopsUnclear items wait for a person — a wrong number is worse than a late one.
  • Someone who knows your fileAsk through the portal, chat or phone, or drop by the office.
  • Ready for your CPABooks kept current all year, so the audit and tax return never wait on a clean-up.

Every correction a bookkeeper makes teaches the engine your rules.

For founders

Books that run themselves — you just look at them.

Built so the person running the business never does data entry, and never waits for month-end.

  • Automated daily books from connected accounts
  • Multi-currency by design — HKD, USD, SGD, EUR and more
  • Zero manual data entry — snap, forward or upload
  • Live statements in your own portal, PDF in one click
For CPAs & accounting partners

Fieldwork that starts at the finish line.

Rigour and traceability are built in — every judgment call stays with a person, and every number traces to evidence.

  • Audit-ready general ledgers, true double-entry
  • Trial balance exports by lead schedule
  • Evidence files behind every entry — one click to the document
  • Your own auditor portal — one login, every engagement
FOR CPAs, AUDITORS & TCSPs

The auditor portal

Firms that look after a client's accounts or compliance get their own sign-in, separate from the client's. You see only the companies you're engaged on — read-only, nothing to install.

  • One login, every engagementSign in with a link sent to your firm's email. No passwords to share.
  • Scoped to your clientsEach firm sees only the companies it's engaged on, and only the files shared with it.
  • Evidence, downloadableShared documents and invoices download as PDF, and every download is logged.
The CPA partner programme Auditor sign-in

New features

The service keeps growing.

NEW · ADD-ON

Send invoices from your portal

Raise an invoice on your own letterhead, with your logo. It's numbered in sequence, emailed to your customer as a PDF and entered in your books the moment it goes out. When the payment lands in your bank feed it's matched to the invoice automatically — and your bookkeeper still signs it off. HK$300 a month for up to 30 invoices →

NEW

A 13-week cash-flow forecast

See the next quarter week by week, built from your books rather than a spreadsheet. Open invoices are expected when each customer usually pays, not on the due date. Regular payments — rent, salaries, subscriptions — are spotted for you and confirmed by your bookkeeper.

NEW

A monthly management pack

Each books update comes with a short PDF you can forward to your directors or your bank: the month's results, the balance sheet, who owes you and whom you owe, the cash outlook and the deadlines ahead.

NEW

One to-do list

Your bookkeeper's questions about a transaction, and bank lines still missing a receipt after two weeks, sit on a single list in your portal — and you answer them there. Bank charges, interest and transfers between your own accounts never land on it.

NEW

Your books on your phone

The whole client portal now works on a phone — statements, the to-do list, invoices and uploads. Add it to your home screen and it opens like an app.

ON THE GO

Receipts on the go

Snap a photo on your phone or email a receipt in the moment you're handed it. It's added to your books, classified, and matched to the bank line automatically — and a bookkeeper still signs it off.

TRADITIONAL BANKS

Statement upload, monthly reconciliation

Not every bank offers a feed — and it doesn't have to. Upload statements from any traditional bank as PDF or CSV and we reconcile them monthly into the same audit-ready ledger.

Read what's new this month →

How it works

Three moving parts. One clean ledger.

  1. 01 · SYNC

    Daily Bank Sync

    Auto-fetches statement lines from Airwallex and other connected fintech accounts every morning — and traditional banks join by monthly statement upload, reconciled into the same ledger. Currency conversions and own-account transfers handled correctly, never double-counted.

  2. 02 · CLASSIFY

    AI Ledger Engine

    Auto-classifies every transaction against your chart of accounts and learns your company's custom rules — each correction your bookkeeper makes teaches it.

  3. 03 · SIGN-OFF

    Human Bookkeeper Sign-Off

    Every entry is checked by a dedicated professional before posting. Anything ambiguous stops for a person — a wrong number is worse than a late one.

The Certanta client portal: the overview of the fictional demo company Harbourfront Trading Ltd, with what is owed to it and by it, the result so far, net assets, two open questions from the bookkeeper and upcoming Hong Kong deadlines.
The Certanta client portal — here the fictional demo company. Open the demo yourself →

Inside the client portal

The Certanta client portal, general ledger for the demo company's Hang Seng Bank HKD current account: each bank line coded to an account — rent, payroll, supplier payments, customer receipts — with its running balance and a link to the source document.
Bank feeds and transaction classificationEvery bank line coded to an account, with the source document one click away.
The Certanta client portal, cash flow view for the demo company: cash today per account, including a Hang Seng Bank HKD current account and a USD savings account translated to HKD, and the start of a 13-week cash forecast.
Multi-currency accountingCash by account — HKD current and USD savings — translated to HKD, with a 13-week forecast.
The Certanta client portal, income statement for the demo company from 1 January to 31 August 2026: sales, cost of goods sold, gross profit, expenses and profit for the period, with PDF, Excel and management-pack downloads.
Financial statements and management reportingLive statements from posted entries; PDF, Excel and a monthly management pack in one click.
The Certanta client portal, deadlines panel for the demo company: profits tax returns and accounts for shareholders with their due dates and filing status, under Hong Kong rules.
Tax and audit preparationProfits tax return and year-end accounts deadlines, tracked and marked off as they are filed.
The Certanta client portal, to-do list for the demo company: questions from the bookkeeper about specific payments, with a box to answer and a button to take a photo of the receipt or upload it.
Receipts and the to-do listYour bookkeeper's questions and missing receipts on one list — answer in a sentence or snap a photo.

All screenshots: the fictional demo company Harbourfront Trading Ltd. Click around it yourself →

Built for compliance

Designed around your compliance cycle — in whichever jurisdiction you file.

Reporting frameworks
  • IFRS
  • HKFRS
  • SFRS
  • US GAAP
Functional currencies
  • HKD
  • USD
  • SGD
  • CNY
  • EUR
  • + more

Multi-currency by design

Set the functional currency per entity, with automatic FX and own-account transfers matched leg to leg.

Statutory audit & tax-return ready

Structured for the annual audit and corporate tax cycle in each jurisdiction we serve.

The framework you report under

Chart of accounts and statements follow the framework each entity actually reports under.

Year-round readiness

Books that stay current — so your CPA and filings are never waiting on a clean-up.

Why Certanta

Faster and cheaper, however you keep the books today.

Do it yourselfIn-house hireCertanta
Your time on the booksHours every weekYou manage the staffMinutes — connect once, forward the rest
Cost to youYour time (hidden)Salary + benefits + overheadA fraction of a hire
Speed to current booksWeeks behindDepends on capacityDaily for connected accounts
Seeing your numbersWhen you finish the spreadsheetWhen you askLive, in your own portal
When you have a questionGoogle itAsk, if they're inA person who knows your file — portal, chat, phone, or drop by
Accuracy & audit trailError-proneVaries by personConsistent, fully traceable
Year-end audit readinessYear-end scrambleManual prepAlways ready

Pricing

Transparent pricing. Nothing hidden.

A fixed fee, set by how many transactions pass through your accounts. Every plan includes multi-currency bookkeeping with automatic FX, framework-aligned statements and an audit-ready ledger checked by a real bookkeeper.

MONTHLY BOOKKEEPING

from HK$2,000 / month

Books always current. Profits Tax Return included.

Monthly bookkeeping fees
Avg. transactions / monthFee / month
Up to 50HK$2,000
51 – 100HK$3,000
101 – 250HK$5,500
251 – 500HK$8,000
Over 500Custom — talk to us
ANNUAL PACKAGE

from HK$2,800 / financial year

Books written up once a year — for low-activity companies.

Annual package fees
Transactions / yearFee / financial year
Dormant — no activityHK$2,800
Up to 120HK$4,800
121 – 360HK$7,800
361 – 720HK$12,800
ADD-ON

Send invoices from your portal

Invoices on your own letterhead, numbered in sequence, emailed as PDF and booked as they go out — then matched to the payment when it lands. For bookkeeping clients on a monthly plan, or on an annual package with an Airwallex bank feed or monthly statement upload.

HK$300/ month for up to 30 invoicesthen HK$10 per invoice above 30

One transaction is one line on your bank or payment-platform statement — each deposit, payment, transfer or charge. Ask us for a fixed quote →

Contact us

Certainty in your books — with a human behind every number.

Email us or chat on WhatsApp. A real person reads every message.

Want to click around first? Open the self-guided demo → — a fictional company with a year of sample books. No sign-up.

Email us

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Email help@certanta.com

Chat on WhatsApp

Tell us who you are and we’ll open a WhatsApp chat with our team, with your reference already filled in.