Clients
Every client. Every account. Every month.
A status board for your firm's monthly reconciliations. See who's on track, who's behind, and who needs attention — at a glance.
The Dashboard
Your Monday morning view.
Open Cairn Clients. See every client's reconciliation status. Know who needs attention before your first cup of coffee.
How It Works
Four steps. Nothing extra.
Add Clients
Build your client roster with team member assignments and bank account details.
Open Periods
Create monthly reconciliation periods for each bank account.
Track Tasks
Checklist-driven workflows keep every reconciliation moving forward.
Review
Dashboard surfaces overdue accounts so nothing slips through the cracks.
Nothing slips through.
If a reconciliation isn't complete by the 15th of the following month, it's flagged overdue. Your dashboard surfaces it automatically — no calendar reminders needed.
Part of the Stack
Works with your Cairn suite
Cairn Stack
User provisioning and firm-level access control through the portal.
Cairn Statements
Works alongside Statements for end-to-end monthly bookkeeping — process statements, then track reconciliation status.
Ready to add Clients to your stack?
We're onboarding firms individually to ensure every experience is exceptional. Leave your info and we'll reach out.