Software for bookkeepers and accounting practices
A faster month-end for every client.
Give each client their own books, match regular bank lines with rules, and ask clients about the rest with one link.
Example setup
Month-end for a café client
- 180 bank lines imported
- Regular lines matched by rules and history
- Unknown lines sent to the owner, then reviewed
- Reconcile, then close the period
An illustration of how this could be set up, not a customer story.
Sound familiar?
What usually gets in the way.
- “Every month you code the same transactions again.”
- “You chase clients by email about payments they don’t remember.”
- “Each client’s month-end runs a little differently.”
How it helps
What you can do for accounting and bookkeeping practices
Separate books per client
Each client gets their own organization and ledger.
Rules and review
Exact-match rules handle the regular lines, and you review the rest.
Ask the client
Clients answer by emailed link, and answers always go to review.
A repeatable month-end
Apply a month-end task pack for each client on a schedule.
The apps
The apps you’d use, working together.
Bookkeeping
Bank line rules, client questions and human review.
Finance
Ledger, invoices, bills, payments, bank, tax, periods and statements.
Task Management
Tasks, sub-tasks, time spent, projects, workflows, boards and task packs.
Forms
Public forms, e-signatures, PDF filling and sealed evidence.
CRM
Accounts, contacts, leads, deals and activities.
Payroll
Canadian pay runs, remittances, direct deposit and year-end slips.
What it doesn’t do yet
We’d rather you know now, so you can plan around it.
- AI or fuzzy categorization
- One screen across all clients
- Filing tax returns
- Statements combined across clients
Straight answers
Questions about accounting and bookkeeping practices
Which apps would we use for accounting and bookkeeping practices?
Most businesses like this would start with Bookkeeping, Finance, Task Management, Forms, CRM and Payroll. You can turn on only the ones you need.
Is this built only for our industry?
No. Nothing is built for a single industry, so you set up the same apps to suit how you work. This page shows one way to do that.
What isn’t available yet for accounting and bookkeeping practices?
These aren’t available today: AI or fuzzy categorization. One screen across all clients. Filing tax returns. Statements combined across clients.
Can we bring in our existing data?
Yes. Most apps import CSV files, including accounts, customers, products, employees and tasks, and keep a history of each import.
Similar
Businesses that use similar apps
Set this up for your business.
Create your organization and turn on only the apps you need, or tell us about your business first.