Galaxy. Your Finance Task Manager
Keep accounting tasks, client work, and approvals moving with better visibility and fewer follow-ups.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Finance Tasks That Stay on Track Without Chasing
Keep Your Finance Work Moving With Fewer Delays
Finance work often slows down for a simple reason. No one has a clear view of what is pending or who is responsible. Teams end up chasing approvals, sending reminders, and trying to piece together updates across multiple client accounts.
Galaxy works alongside your team to keep finance tasks organized and moving. It shows what needs attention, who owns each task, and where work is getting delayed. Your team spends less time following up and more time completing client work.
Enterprise-Grade Data Security & Compliance
We protect vendor bank details, tax IDs and payment files with controlled access and documented processes.
Independent Audit Reports
SOC 2 Type II and/or ISO 27001 status and report date.
US Tax and Privacy Alignment
Processes aligned with IRS recordkeeping expectations and applicable data-protection requirements.
Infrastructure Safeguards
Encryption standard, multi-factor authentication, role-based access, logging.
Payment Fraud Controls
Call-back verification of vendor bank-detail changes and dual approval on payment runs.
What Galaxy Handles for Your Team
Galaxy brings structure to your firm’s day-to-day accounting and finance workflows. It keeps tasks visible, clarifies responsibilities, and helps ensure nothing gets overlooked.
Tracks Tasks Across Your Workflow
All tasks sit in one place. Your team can quickly see what is open, what is in progress, and what has been completed across client accounts.
Highlights Pending Approvals
Galaxy makes it easy to identify approvals that are still waiting, so the right team members can review and act without unnecessary delays.
Keeps Follow-Ups in Check
Instead of relying on scattered emails or manual reminders, Galaxy keeps track of tasks that need follow-up, helping your team stay on top of outstanding work.
Shows Clear Ownership
Each task has a clear owner. Team members know what they are responsible for, reducing confusion and unnecessary back-and-forth.
Points Out Delays Early
If a task is stuck or taking longer than expected, Galaxy makes it visible. Your team can address delays before they affect client deadlines.
Keeps the Process Consistent
Tasks move through a structured workflow, helping your firm maintain consistent processes even as client work and task volumes increase.
Is Galaxy Right for Your Firm?
Galaxy works best for CPA firms managing a steady flow of accounting tasks, multiple client accounts, and teams where several people are involved in completing and approving work.
CPA firms managing accounting and bookkeeping services for multiple clients
Practices coordinating multiple approval levels
Accounting teams handling high volumes of client tasks
Bookkeeping teams coordinating work across different roles
Firms experiencing delays due to manual follow-ups
Teams looking for better visibility into day-to-day work
Better Visibility, Less Chasing, More Control
When work is visible, it moves faster. Galaxy helps your CPA firm stay in control of tasks, responsibilities, and approvals without adding unnecessary administrative steps.
Everyone Knows What They Are Responsible For
Tasks are clearly assigned, so team members know what needs to be done and who is accountable for each step.
Less Time Spent Chasing Updates
Your team does not need to keep asking for status updates or approval confirmations. Pending work is easier to identify and follow up on.
Work Moves Without Getting Stuck
Delays become easier to spot and resolve early, helping your team keep accounting workflows moving and stay on top of client deadlines.
Clear View Across All Work
Get visibility into what is happening across tasks, from work in progress to completed items and pending approvals.
Handles High Volumes Without Confusion
Even when client work increases, Galaxy helps your team keep tasks organized and maintain a clear view of outstanding responsibilities.
Brings Order to Complex Processes
Multiple steps, team members, and approval requirements become easier to manage when everything is visible in one place.
Start Moving Your Work Faster
Chasing tasks takes time and interrupts your team’s workflow. Galaxy keeps everything organized in one place and helps your CPA firm move work forward without constant follow-ups.
Ready to Put
Galaxy
to Work?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.