Industries · Accountants and bookkeepers
The same clients, the same work, every period.
Bookkeeping and compliance work repeats on a calendar. The billing should repeat with it, and the questions clients ask in between need somewhere better than an inbox.
Billing on the filing calendar
A subscription raises a client’s invoice on the schedule your engagement runs to, not on whoever remembers first.
A desk for "quick question" emails
A client’s question becomes a ticket with an SLA clock, instead of a reply that gets buried the same afternoon it arrived.
Your own books, without extra typing
Every invoice, payment and credit note exports cleanly, on the schedule your own practice already works to.
One contact who’s allowed to see what
A bookkeeper on your team can be given exactly the customers they’re responsible for, and nothing else.