Scale Your Bookkeeping Firm Without Adding Headcount
Stop chasing clients for bank statements and receipts. We build automated workflows that handle document collection, onboarding, and monthly close notifications.
The 'Month-End Close' is a recurring bottleneck for bookkeeping firms. Most bookkeepers spend over 30% of their billable hours manually emailing clients for missing information or re-categorizing transactions because of broken bank feeds. This administrative drag limits your ability to take on more clients without burning out your staff.
By integrating tools like Karbon, Dext, and QuickBooks Online via custom API connections, we eliminate the manual follow-up cycle. Our automation frameworks ensure GAAP compliance while reducing the time-to-close for each client by an average of 4 business days. Instead of your team spending 10 hours a week on 'Where is this receipt?' emails, they focus on high-value advisory services.
Problems We Solve
Chasing Client Documents
We automate recurring requests for bank statements and payroll reports via Dext or Hubdoc, sending smart reminders until the files are uploaded.
Manual Client Onboarding
Standardize the setup of QBO files, Slack channels, and engagement letters automatically, eliminating hours of manual data entry for every new lead.
Bank Feed Monitoring
Get instant alerts for disconnected bank feeds or large uncategorized transactions before the end of the month, avoiding last-minute scrambles.
Scope Creep & Billing
Automatically track billable hours against project milestones in Karbon or ClickUp to ensure out-of-scope work is flagged and invoiced correctly.
Monthly Close Delays
Automated status updates and 'missing info' dashboards for clients ensure they provide final inputs by the 5th of every month, keeping you on schedule.
What You Get
API-Driven Document Collection
Custom sync between Dext, Hubdoc, and QBO to ensure every transaction has a matching receipt without manual intervention.
Automated Follow-up Sequences
Multi-channel triggered emails and texts for missing info that escalate automatically until the client provides the required data.
Karbon & Xero Integration
Sync workflow tasks with actual accounting data to provide partners with real-time visibility into firm-wide project status.
Dynamic Client Dashboards
Auto-updating Looker Studio or PowerBI reports that show clients their financial health without requiring a manual monthly meeting.
Smart Onboarding Flow
A self-service portal for new clients that collects EINs, bank access, and signed contracts, then auto-provisions their folders.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
A firm with 5 bookkeepers saving 15 hours each per week recovers 300 billable hours per month. At a $75/hr billable rate, that is $22,500 in found capacity every single month.
Frequently Asked Questions
How do you handle security for client financial data?
Can you automate document collection for clients who aren't tech-savvy?
Does this work with desktop versions of QuickBooks?
Will this replace my bookkeepers?
How long does the implementation take?
Can you automate the categorization of 'Ask My Accountant' transactions?
Ready to Reclaim 15 Hours of Your Week?
Book a free consultation to see how we can automate your firm's specific monthly close process and eliminate manual follow-ups.
Serving Bookkeeping Firms businesses nationwide. Based in Westlake Village, CA.