Month-end for every client shouldn't take all month.
Collects your clients' bills and bank statements, reads them and matches every line, with a bookkeeper approving every number. Built for bookkeeping firms.
September close · 6 clients
The firm's view across every client: who has sent their documents, what's matched and what's waiting on them. Open a client to work on their books.
| Client | Documents | Bank matched | Open questions | Bills | Status |
|---|
Corner Cafe Co. · bill inbox
Suppliers email bills to Corner Cafe's billing address, either their own connected mailbox or a forwarding address we set up. Each bill is read, checked for duplicates and waits for its payment in the bank.
Corner Cafe Co. · September 2026
Bank, card and payment-platform lines in one place, matched to bills, to payouts and to each other. Code an unknown counterparty once and every one of its lines follows.
| Date | Source | Counterparty | Amount (RM) | Account | Status |
|---|
Interactive demoSwitch between two clients, or to the firm dashboard, from the menu top right. Sample clients and figures; nothing leaves this page.
What bookkeeping teams use it for
Bookkeepers lose the month to chasing documents and matching lines.
The hours go into getting client data in, then making every line agree with the books.
Chasing clients for the same documents every month
- Receipts arrive as photos, PDFs and forwarded emails, scattered across chats
- Statements come late, in a different format for every bank
- Missing items mean another round of reminders before work can start
Making banks, cards and platforms agree with the books
- Bank, card and payment-platform activity land in different places, and transfers between them must pair up
- Matching is done line by line, in spreadsheets
- Unknown transactions sit open until someone asks the client
Start with what clients already send. Connect more as each client needs it.
Day one runs on PDF bank and card statements plus a bill inbox per client, so nothing has to be connected first. Payment platforms, chat capture and other systems are added client by client. Your team keeps its ledger and its vendors.
A live reconciliation, recorded on real books.
Bank, card and payment-platform lines are matched, unknown transactions are flagged, and each one is coded to the right account code.
Everything a bookkeeping firm needs, on one platform.
Product
Bills by email, statements as PDFs. Reading, matching, review and posting to Xero or QuickBooks.
How it works →Solutions
Six services and four client packages your firm can sell under its own name.
See packages →About
Built by accountants, for accountants. Our read on where bookkeeping hours go.
Our read →Pricing
From USD 200 a month, less than half of a junior bookkeeper's monthly pay. Scoped with you in the demo.
See pricing →Built from real bookkeeping work.
Every module started as a tool for live client books. We can walk you through them in the demo.
Multi-rail reconciliation and close
Bank, card and payment-platform activity matched to the books every month, then pushed to the ledger as double entries.
Also covered: AP/AR, grants, fixed assets and a full close-the-books for a wind-down.
Telegram receipts to approved claims
Receipts and statements arrive by Telegram or drag-and-drop. Each line is booked with FX into the home currency and sales tax detected. Transfers are never mistaken for expenses.
A person approves every line with one tap, and every approval is logged. Output: monthly ledgers and a ready-to-send claim pack.
Close the books, end to end
Month-end and year-end close through to final accounts, including winding a company down.
Every step is tracked on the all-clients dashboard.
See it on your own clients' documents.
Bring one client's bank statement and a handful of receipts. We'll run them through live in a 30-minute demo.
- 5 minYour current workflowHow documents reach you today and where the hours go.
- 10 minLive walkthroughCapture, reconciliation, review and posting.
- 10 minYour sample, run liveOne statement and a few receipts, start to finish.
- 5 minScope and pricingWhat to switch on first, and what it costs.