Products

Choose the part of the work you want to improve.

This is the full Financial Connect product list. Each card shows whether you can try it in the sandbox, request access or follow its development.

The collection / 08 products

Find your next
way forward.

Accounting, tax and ITIN.
Explore the tools behind the work.

Showing 8 of 8 products

01 /Available

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
Explore DraftLine
DRAFTLINE / WORKFLOW01
Actual product interface · synthetic demonstration data · captured 2026

DraftLine workspace showing a failed validation and the corrections required before review

DraftLine workspace showing a failed validation and the corrections required before review

Actual product interface · synthetic demonstration data · captured 2026

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01Source records02Statement lines03Reconciliation
02 /Available

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
Explore LineView
LINEVIEW / WORKFLOW02
Actual product interface · synthetic demonstration data · captured 2026

LineView review workspace showing findings tied to financial statement figures

LineView review workspace showing findings tied to financial statement figures

Actual product interface · synthetic demonstration data · captured 2026

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01Prepared statements02Exact-figure checks03Review findings
03 /Early 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
Explore PositionLine
POSITIONLINE / WORKFLOW03
Actual product interface · synthetic demonstration data · captured 2026

PositionLine workspace linking contract clauses to accounting requirements and a proposed classification

PositionLine workspace linking contract clauses to accounting requirements and a proposed classification

Actual product interface · synthetic demonstration data · captured 2026

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01Contract clauses02Accounting requirements03Conclusion
04 /Available

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
Explore ViewShift
VIEWSHIFT / WORKFLOW04
Actual product interface · synthetic demonstration data · captured 2026

ViewShift workspace showing source text, Arabic translation, review flags and approvals

ViewShift workspace showing source text, Arabic translation, review flags and approvals

Actual product interface · synthetic demonstration data · captured 2026

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01Source text02Terminology checks03Reviewer approval
05 /In Development

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
Explore Controls
CONTROLS / WORKFLOW05
Interface in developmentScreenshot coming later
01Assertions02Risks & controls03Testing
06 /Available

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
Explore TaxLine
TAXLINE / WORKFLOW06
Actual product interface · synthetic demonstration data · captured 2026

TaxLine workspace showing document review, tax facts, diagnostics and return status

TaxLine workspace showing document review, tax facts, diagnostics and return status

Actual product interface · synthetic demonstration data · captured 2026

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01Tax documents02Confirmed facts03Return lines
07 /Available

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
Explore TaxView
TAXVIEW / WORKFLOW07
Actual product interface · synthetic demonstration data · captured 2026

TaxView workspace showing a current-law baseline and ranked planning ideas

TaxView workspace showing a current-law baseline and ranked planning ideas

Actual product interface · synthetic demonstration data · captured 2026

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01Confirmed facts02Current-law baseline03Planning scenarios
08 /Available

ITIN Connect

ITIN Connect

Find independent ITIN support with clearer boundaries.

Search public IRS acceptance-agent listings, request a private introduction and explore separate ITIN Pro channels.

  • Public IRS-directory search
  • Private introduction requests
  • Independent provider choice
Explore ITIN Connect
ITIN CONNECT / PUBLIC PROVIDER SEARCH08
Public homepage captured September 30, 2026

Quick ITIN Connect public homepage showing a search for IRS-listed acceptance agents by city or ZIP code

Quick ITIN Connect public homepage showing a search for IRS-listed acceptance agents by city or ZIP code

Public homepage captured September 30, 2026

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01Search public listings02Request an introduction03Choose a provider
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