Inventory & Barcode Workflows
Record stock check-ins and check-outs, review movements and set—or disable—low-stock alerts for each item.
GND Financial Services LLC
Your business. Your application.
Built around the way you work.
A standalone, customizable workspace for your business. Choose the tools you need to track work step by step, assign jobs and tasks, review timesheets and organize your records. No accounting service purchase is required.
The GND Client Portal
Your business operations.
One organized workspace.
Build your workspace around the tools you select, not an accounting engagement. Coordinate your daily work from a phone, tablet or computer, and add the application to your home screen for convenient connected access.
GND Client PortalDesigned around your needs
Invitation onlyStep-by-Step Workflow Tracking
See the current stage, who can act next, comments and supporting documents in one organized workspace.
Jobs & Task Assignments
Coordinate purchase orders, receipt and invoice reviews, technician assignments, parts and job progress.
Teams & Timesheets
Review weekly hours, follow approvals and keep employee documents organized with permission-based access.
AI-Assisted Data Extraction
Prepare drafts from supported documents and emails, then review the extracted details before approving changes.
AI tools require an enabled connection and permission to process your documents. Human review is required before approvals and stock changes. External accounting and payroll integrations are not included unless separately connected and confirmed.
Choose Your Starting Point
Software. Professional support.
Together only if you choose.
Standalone Software
Client Application
A customizable business-management workspace for inventory, fieldwork, people and records. No accounting service purchase is required.
Explore The Application Optional Professional ServicesAccounting & Tax
Bookkeeping, reporting, payroll and tax support. For businesses, explore formation and filing assistance or on-site physical inventory counts. Choose services separately or alongside your application.
Explore Accounting & TaxPractical knowledge.
Tools to move you forward.
We bring experience in operations, financial processes and client support together to help businesses stay organized and make informed decisions. Our application puts that practical approach into your everyday work.
Meet GNDLet’s start with your questions