Monthly bookkeeping
Know which clients are holding up this month’s close.
Track monthly engagements, requested documents, outstanding information, review stages, and delivery dates.
Start with this templateReview your template after signup. You choose when to apply it.
Made for your team
Small bookkeeping firms managing recurring monthly work for multiple businesses.
Your first useful result
Bring a client’s engagement checklist and received-document list to draft a focused missing-information request.
From setup to your first follow-up
- 01
Review the workspace
Preview the collections, fields, stages, and pages. Apply the template when it matches your process, or choose another.
- 02
Bring one real piece of work
Bring a client’s engagement checklist and received-document list to draft a focused missing-information request.
- 03
Review a draft, then take the next step
Open the suggested workflow starter, supply its inputs, and review its output. You decide what to use and when to enable a workflow.
One workspace for the conversations around the work
Add your records, connect an inbox or calendar, and keep files and meeting notes close to the next action. Connections and communication features are configured separately. AI, transcription, calls, and texts use pay-as-you-go billing.
Set up monthly bookkeeping