Trace any account in seconds.
The GL Agent follows any account across periods with the full audit trail intact. No exports, no pivot tables. Ask where a balance came from and see every entry that moved it.
How it works.
When a balance looks wrong, the work is slow: export to a spreadsheet, pivot, cross-reference periods, and hope you did not miss an entry. The GL Agent traces the account directly inside Vista. Ask where a number came from and it walks every entry that moved it, across periods, with the source document on each line.
A complete, ordered trace of an account across periods, with the audit trail intact and ready to export.
Reads
Loads the account across the periods you name.
Traces
Pulls every entry that moved the balance.
Renders
Shows the ordered trail with source on each line.
Exports
Hands you an audit-ready record in one step.
The GL Agent tracing an account across periods and rendering the audit trail in chat.
See it run against your books.
A 30-minute working session, not a sales pitch. We will run it against a real Vista setup and you can decide for yourself.