Founding pilot · 5 firms · now in development
For bookkeeping and accounting firms with 2–20 staff on QuickBooks Online or Xero. Every client gets a smart monthly checklist, reminders go out on their own, and AI flags anything missing, duplicated or from the wrong period.
Built by a practising accountant who has chased the same bank statements every month.
October close · Acme Plumbing LLC
Client checklist
Illustrative preview of the planned product. Not a live screenshot.
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"Just checking in on those statements…" sent to every client, every month, by hand.
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Clients send last month's statement, the wrong account, or page 1 of 4. You find out mid-reconciliation.
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Someone on your team keeps a tracker that is never quite up to date, and every client is different.
One narrow job, done properly. It sits next to your existing practice tools and doesn't replace them.
Read-only. We read each client's bank and card accounts so the checklist matches their real books.
Built per client and rolled forward every month. Add your own items such as payroll, loans or receipts.
Clients get one secure link with no login, and upload from their phone. Reminders stop when everything is in.
Flags wrong period, wrong account, duplicates and missing pages, so your team only reviews exceptions.
Planned v1 scope. Features are being built with our founding pilot firms, and nothing here is live yet.
Founding pilot
We're looking for 5 small firms on QuickBooks Online or Xero, in the US, UK, Australia, Canada or New Zealand, who chase client documents every month and want that time back.
Founding pilot price
$49/month per firm
Flat: unlimited staff, up to 50 active clients. Locked for 12 months. Planned standard price: $99/month.
First 30 days free while we set it up. Nothing is charged until the product is live and you choose to continue.
Apply for one of 5 spotsNot yet. We're validating with real firms first, then building v1 with the founding pilot group. Applying now just reserves a spot, and there's no payment.
No. It does one job, monthly document collection and checking, and is designed to work alongside your practice-management tool or your spreadsheet.
No. The plan is a secure per-client link that works in any phone or desktop browser.
Read-only access to the chart of accounts and bank/card account list, used to build the checklist. It won't post or change anything in your ledger.
The plan: encryption in transit and at rest, firm-level data isolation, staff two-step sign-in, an activity log, and deletion on request. AI processing uses providers that don't train on your data. We'll share the full security notes with pilot firms before any real documents are uploaded.
A practising accountant (Chartered Accountant) who runs an accounting practice and knows the month-end chase first-hand. You'll talk to the builder directly.
You'll get at least 60 days' notice of any price change, and you can leave any time.
Takes 60 seconds. We'll reply personally within 2 business days and suggest a 15-minute call.
Opens the same 60-second form on Tally.