Substantiate
Show the records and reasoning behind an answer.
Financial Connect TechnologiesStart the sandbox Accounting, tax and ITIN software
Financial software that shows its work.
Financial Connect makes software for accounting, tax and ITIN work. Each product keeps the source records, checks and review notes close to the result.
- 01
- Source attached
- 02
- Checks visible
- 03
- Ready for review
Why Substantiq
Substantiq means intelligence you can substantiate.
The name joins substantiate with IQ. Financial Connect develops Substantiq Accounting and Substantiq Tax so the answer never loses its support.
Intelligence
Read the facts, apply the rules and find what needs attention.
Substantiq
Accounting and tax software that shows its work.
Financial Connect products
Accounting, tax and ITIN tools in one product family.
Financial Connect develops Substantiq Accounting and Substantiq Tax. ITIN Connect remains a separate provider-search path.
01 / ACCOUNTING
Substantiq Accounting
Prepare statements, review findings and inspect the evidence.
DraftLine · LineView · PositionLine · ViewShift · Controls02 / TAXSubstantiq Tax
Keep confirmed tax facts separate from planning scenarios.
TaxLine · TaxView03 / ITINITIN Connect
Public provider search and private introductions.
Available · Separate ITIN Pro channels01Available
Substantiq Accounting
DraftLine
Turn source records into financial statements you can check.
DraftLine maps source balances to financial statement lines. It shows where each figure came from and stops when the statements do not reconcile.
- Source-to-line mapping
- Fail-closed validation
- Cash-flow reconciliation
02Available
Substantiq Accounting
LineView
Review the statements without starting from scratch.
LineView reviews a prepared statement set and shows the important findings first. Each finding points to the figure, reason and source record.
- Severity-first findings
- Exact-figure review
- Articulation checks
03Early Access
Substantiq Accounting
PositionLine
Build an accounting position from the contract up.
PositionLine pulls relevant clauses into one place, links them to accounting requirements and keeps reviewer questions beside the conclusion.
- Clause extraction
- Evidence-to-conclusion linkage
- Issue structure
04Available
Substantiq Accounting
ViewShift
Keep the financial meaning intact in another language.
ViewShift places source and translated text side by side. It checks terms, numbers and missing text while a bilingual reviewer keeps final control.
- Side-by-side review
- Controlled terminology
- Recorded approvals
05In Development
Interface in developmentScreenshot coming later
Substantiq Accounting
Controls
See how each assertion is covered.
Controls is in development. It will link assertions to risks, controls, tests, exceptions and supporting evidence.
- Assertion-to-risk linkage
- Control ownership
- Testing workflow
06Available
Substantiq Tax
TaxLine
Keep every return line tied to a confirmed fact.
TaxLine turns tax documents into a reviewed fact set. Confirmed facts flow into the calculation and remain linked to the source document.
- Fact provenance
- Year-specific logic
- Source-linked return lines
07Available
Substantiq Tax
TaxView
Compare tax planning ideas against a solid baseline.
TaxView starts with confirmed facts and a current-law calculation. It then compares planning ideas without mixing them into the baseline.
- Confirmed facts
- Deterministic baseline
- Scenario comparison
08Available
ITIN Connect
ITIN Connect
Find independent ITIN support with clearer boundaries.
ITIN Connect helps prospective applicants search public IRS acceptance-agent listings and request an introduction to an independent provider.
- Public IRS-directory search
- Private introduction requests
- Independent provider choice
See the source
Each result keeps a link to the record that supports it.
See the review
Findings, decisions and open items keep their own status.
Use sample data
The public sandbox does not accept uploads.
Choose your seats
Paid products use one subscription per product and organization, with a named seat for each user.
Financial Connect Technologies
See what the software does.
Try the public sandbox or request access to an Early Access product.