A more organized approach to dealership accounting.
Explore how SharePoint, practical workflows, and AI can help your team organize its work—and learn how to build on those ideas.
AuditTraq: organize the close in SharePoint
Imagine scattered documents and email organized into evidence by dealership, month, and responsibility, with a clear view of preparation, review, and follow-up. Explore the AuditTraq demo as a starting point for a conversation, not a ready-made setup for your team.
Explore the AuditTraq example →I need help improving a process
Process documentation, Markdown SOP systems, AI prompt workflows, month-end close support, custom review systems, and staff training.
Explore services →Built for how dealerships actually work
Not another generic accounting tool. Everything here is shaped by real dealership office experience.
Built for Dealerships
Every tool, template, and process is designed specifically for the dealership accounting office — not adapted from generic business software.
Practical First
If it doesn't work in a real office with real deadlines, it doesn't ship. Every solution is tested against actual month-end close pressure.
Scales With You
Start with one Excel template or a single process fix. Add tools and workflows as your team grows — no massive upfront commitment.
Explore ideas for the accounting office
These dealership accounting software demos and concepts illustrate other workflows to discuss and build on. Browse all tools and demos →
FloorTraq
Floor plan reconciliation and tracking. Match inventory, flag discrepancies, and keep your floor plan clean without spreadsheet gymnastics.
BetaReconTraq
Bank reconciliation workflow support. Organize GL activity, statement review, outstanding items, and exception follow-up without fragile spreadsheet handoffs.
PlannedFactory Statement Matching
Automated matching of factory statements to GL entries. Reduce manual reconciliation time and catch discrepancies before they compound.
ConceptCancelTraq
F&I net-value scenario lab: compare booked PVR vs realized whole-cycle economics under alternative sales-process assumptions. Concept only — not generally available software.
Guides for the accounting office
Practical reference pages for dealership teams working with spreadsheets, reconciliations, and repeatable accounting review.
Dealership accounting software
Focused tools for reconciliations, schedule cleanup, and repeatable accounting review.
Floorplan reconciliation
Match lender statements, inventory schedules, payoffs, curtailments, and exceptions.
AI-ready accounting workflows
Prepare dealership accounting data, SOPs, and exports for practical AI-assisted review.
BookTraq modernizes dealership accounting workflows. AuditTraq turns your existing Microsoft 365/SharePoint into a structured month-end close and audit-readiness portal.