Small business clients rarely hand over clean data. Inconsistent formats, duplicate entries, missing transactions, errors of omission and commission: you know this better than anyone. ColtraDataAi handles the messy pre-accounting prep so you can focus on what clients actually pay you for.
The data that arrives from small business clients is rarely ready to work with. These are the problems ColtraDataAi was built to solve.
Every client hands over data differently. Inconsistent date formats, mixed currency symbols, broken column headers: each file needs manual work before you can open it in your accounting software.
Missing transactions, duplicated entries, and miscategorised records buried in hundreds of rows. Finding them by eye takes hours you're not billing.
Small businesses capture transactions inconsistently. Gaps in records only surface once you're deep into the file, costing time you didn't plan for and conversations you didn't want to have.
Manually cleaning data in Excel leaves no record of what was changed, when, or why. That's a risk when a client disputes a figure or when the books are reviewed.
Upload the client's raw export. Get back a clean, standardised dataset with a full audit log. Ready for your accounting software before you've made a coffee.
Drop the client's raw CSV or Excel export. ColtraDataAi identifies duplicates, flags missing values, standardises formats, and returns a clean file ready for your accounting software, no formula needed.
Every change is documented in an automatic cleaning log. You always have a record of what was found and what was fixed. Audit-ready from day one, without any extra effort on your part.
Missing fields, blank transaction descriptions, empty date entries: ColtraDataAi surfaces them immediately so you know exactly what to chase the client for before you start reconciling.
What used to take an afternoon now takes minutes. Handle more clients, bill more hours, and spend your expertise on the accounting work that actually requires a qualified professional.
Six capabilities that handle the data work so you can focus on the accounting.
Duplicates, missing values, format errors: resolved automatically. No manual spreadsheet work.
Instant visibility into what was wrong with the client's data, what was fixed, and what still needs attention.
Download a clean dataset and a structured report, both ready to use and share with clients.
Every gap in the data flagged immediately, with column-level counts so you know exactly what to ask for.
Process a client file on your phone, tablet, or laptop. No app to install, just open your browser.
Client data is processed securely and never stored permanently. GDPR-compliant by design.
No integration required. Export your data as CSV or Excel and upload it directly.
No technical expertise required, just your client's data file.
Drag and drop the client's Excel or CSV export. Any format, any structure.
Duplicates removed, missing values flagged, formats standardised. Automatically, in seconds.
Export the clean file into your accounting software. The cleaning log is there if you need it.
No hidden fees. Cancel anytime. Upgrade or downgrade whenever you need.
Everything you need to know before you upload your first file.
Start free, no credit card required. Upload your first client file and see how much time you get back.