See every client, deadline, and bottleneck on one screen.
Track month-end close progress, unreconciled accounts, missing client info, and upcoming tasks across the whole firm.
Product
One workspace for your entire client portfolio.
Find a client’s open work, review the source, and carry the decision through to its recorded result.
01
Firm-wide visibility
Know exactly which client needs you next.
Run your firm from a high-level view, then dive into an individual client’s books without losing your place or the history behind the work.
Work from a central inbox for all accounting decisions.
Sort client replies, close blockers, and system alerts into Mine, Firm, Waiting on client, and Completed views. Open the exact bill or message to review its source and approval requirements.
Switch seamlessly between clients.
Each workspace acts as a dedicated hub for a client’s current financials, open requests, past reports, settings, and automation rules.
02
Evidence and communication
Keep the receipts right next to the decisions.
Keep the original supplier document, missing-information request and returned answer with the work your team reviews.
Turn every file into traceable evidence.
Upload PDFs, scans, or forward emails. Review extracted fields against the original pages and keep source evidence attached to the bill review.
Keep missing-information requests with the work.
Ask a verified client contact or trusted supplier contact through an approved email and secure, expiring response link. Review returned answers and attachments before resolving the request and correcting the bill.
Keep all client communication visible to the team.
Read the conversation and edit its draft reply directly below. Review the recipient and send from the same thread, with your approval recorded against the exact message.
03
Accounting operations
Move from a supplier document to a reviewed bill.
Review the source, correct the bill and approve its exact version. Kelden checks the posted bill and attachments in QuickBooks Online.
Review proposed categorizations based on past history and attached receipts.
Review coding proposals with their supporting history. For supplier bills, check complete lines, supplier, account mappings and source tax amounts before they post to the ledger.
Tie out accounts line by line.
Match bank statements to the ledger side-by-side. Spot duplicates, resolve timing differences, or ask the client for clarity without ever leaving the screen.
Manage cash in one centralized view.
Review open receivables, invoice follow-up and supplier bill work for the client. Keep an email approval separate from an accounting approval.
04
Month-end close and reporting
Close the books cleanly and deliver the final package.
Keep existing close checklists, manager reviews and report packages connected to their source records and review history.
Standardize your month-end process.
Use templates to track dependencies, require evidence, and clear blockers. Submit a locked snapshot of the books for manager review and final sign-off.
Review and export reporting packages.
Prepare reports for the selected client and period using captured ledger data. Review the preserved package and download that exact version as a PDF.
Review the full picture before executing.
Review the exact email recipient and message, or the supplier bill and its accounting destination, before approving that action.
05
Automation and firm controls
Set the boundaries for each client.
Confirm mailbox routing, assign preparation and review access, and inspect execution status and approval history.
Review configured rules and handle exceptions.
Keep existing automation rules and run history visible. For document intake, preview and confirm the client routing rule before enabling it; resolve unmatched or overlapping intake explicitly.
Connect your accounting software and email securely.
Connect QuickBooks Online and Gmail. Xero and Microsoft Outlook are coming soon. Review connection and sync state, choose the exact accounting company or mailbox, and inspect any action that needs attention.
Match access to your team’s exact roles.
Control who can prepare or review work. Inspect approvals, edits and messages in a searchable audit trail, and open the associated client record.
Working controls
Preparation, approval, and completion stay distinct.
Client scope
Work across the firm, then open the selected client’s records with the access granted to your role.
Evidence first
Review source documents and field evidence with the proposed bill.
Exact authority
Approve the exact email or bill version. A returned answer does not authorize a financial change.
Posting status
Queued execution, uncertain provider outcomes and verified bill completion have distinct states.
QuickBooks Online remains the system of record for your client’s books.
Start with just one client.
Connect the client’s mailbox and ledger, then work through a supplier bill with your team.