The monthly close, and how much of it is yours.
| Step | The software does | You do | Your time |
|---|---|---|---|
| Statements arrive | Imports, dedupes, flags what's missing | Check what landed | Minutes |
| Receipts | Reads, matches, queues the missing ones | Work the queue | Minutes |
| Categorize | Proposes from your history and the client's chart | Approve or correct every one | The bulk — deliberately |
| Reconcile | Matches to the statement, shows variances | Resolve the exceptions | Minutes |
| Close | Assembles the year-end package | Review and sign | An hour, not a week |
| Chase the client | Runs your reminder series, shows who opted out | Choose the posture; step in when it matters | Set once |
The nagging moves to the software
Chasing receipts is the part of the job that costs you the relationship. Let the software be the one who asks.
Laid-back
one nudge, then silence.
Pro-active
a scheduled series, the default.
Persistent
for the clients who have asked to be chased.
We pre-configure the series; you pick the posture per client. You see who has opted out of email, so you know which conversation needs a phone call instead.
Beyond the close
Payroll, sales tax, T2, signing and integrations are next. They are on the roadmap, in order, with no dates yet.