Financial Services and Accounting
Close the books without late nights. We connect your finance tools so reports and filings stay ready all month.
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Quick wins your team feels
- Faster close cycles.
- Cleaner reconciliations.
- Fewer manual filings.
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Bank to ledger matches
- Feeds import overnight and match automatically.
- Exceptions are easy to review.
AR and AP aging
- Overdue invoices trigger reminders.
- Cash flow stays clearer every week.
Budget vs actual alerts
- Variances show up in Slack or email.
- Drill downs are one click away.
Tax filing prep
- GST and HST totals compile each period.
- Ready to submit files arrive in your inbox.
Compliance and audit trail
- Every task logs who did what and when.
- FINTRAC and audit requests are answered fast.
Tools we connect
See the stack
Accounting and ERP
- QuickBooks
- Sage
- Xero
- Dynamics 365
- NetSuite
- SAP
Bank and core systems
- Fiserv
- Temenos
- nCino
- Legacy mainframes
CRM
- Salesforce
- Dynamics CRM
- HubSpot
Analytics and RPA
- Power BI
- Tableau
- UiPath
- Automation Anywhere
Proven impact
3 days
Books close faster each month.
30%
Workload scaled without new hires.
Audit requests went from a week to an hour.Controller, Ontario firm
Schedule a finance automation demo
Prefer email? Reach us at info@polarpath.ca for a quick capability brief.