Resources
Dealership accounting guides
Practical guides for dealership accounting teams working with Excel exports, reconciliation schedules, and repeatable review workflows.
Start with practical accounting workflows
These guides are written for dealership accounting teams that work from Excel exports, DMS reports, PDF statements, and monthly review schedules.
BookTraq guides
Dealership accounting workflow guides
Use these pages as focused entry points for dealership accounting software, reconciliation, Excel cleanup, and AI-ready workflow questions.
Dealership accounting software
How BookTraq fits the accounting office workflow.
Floorplan reconciliation
Cleaner lender statement and inventory tie-out review.
Bank reconciliation
Structure outstanding items and exception follow-up.
Factory receivables
Organize incentives, holdbacks, and OEM statement review.
AI-ready accounting
Prepare dealership accounting context for useful AI workflows.
Excel cleanup
Turn fragile spreadsheets into reviewable workflows.