Problem
Manual, slow and easy to get wrong
- Emailing clients again and again for statements
- Receipts and bills typed in by hand
- Each client’s close tracked in a different spreadsheet
- Deadlines noticed the day they’re due
For bookkeeping and accounting firms
Stop chasing documentsand retyping receipts.
We build tools that collect each client’s documents, enter bills and receipts into QuickBooks or Xero, and flag what’s still missing, so your team spends the close reviewing instead of chasing.
Old way vs new way
Month-end is mostly chasing.
Most of the close is waiting on documents, then typing in what finally arrives.
Solution
Fast, automatic and easy to use
- Clients reminded on a schedule you approve
- Bills and receipts read and entered for your review
- Every client’s close on one screen
- Missing items and deadlines flagged a week out
Where the hours go
Three jobs we take off your plate.
Built around the way your firm already closes the month.
Document collection
Each client gets a checklist and reminders on a schedule you set, and what they send is filed in the right place.
Bill and receipt entry
Bills and receipts read and entered into QuickBooks or Xero, coded the way you’d code them, for your team to approve.
Close tracking
Every client’s month-end on one screen, with what’s missing and who’s on it.
At a glance
$0
To talk it over, no commitment
2 to 6 weeks
From yes to live
90 days
Free fixes after launch
Patrick ConnollyCEO, UTR Global Inc.Our founder also works at UTR Global.My team used to check invoices and build the weekly report by hand. Now it just runs. The numbers are there every Monday without anyone opening a spreadsheet, and it caught billing mistakes we’d been paying for months.
- Saved each week
- 15h+
- Recovered in the first month
- $4,200
Founding clients
3 of 3 founding spots left this fall.
Half price, in exchange for a case study with the real numbers. Half up front, half once it’s live.
How it works
Getting started is simple
From first call to hours saved, in 3 steps.
Free consultation
A 20-minute call to see how documents and month-end get handled today. Then a fixed quote with the hours it saves.
Build
It goes live 2 to 6 weeks after you say yes. You try it on your real work first.
Launch and support
Your team gets trained, and any fixes in the first 90 days are free.
FAQ
Everything you need to know
Straight answers before you book a call.
Does it work with QuickBooks and Xero?
Yes, both. It can also read a client list from most practice management tools.
Will it post anything to a client’s books on its own?
No. Entries wait for someone on your team to review and approve them.
Do our clients have to learn anything new?
No. They get an email listing what’s missing and reply with the files.
When is the best time to set this up?
Before a busy season, not during one. It goes live 2 to 6 weeks after you say yes, so plan back from your next deadline.
What does it cost?
A fixed price, starting at $4,000. You get the quote after the free consultation. We only quote work that should pay for itself within 6 months at your numbers. Every build comes with 90 days of free fixes after launch.
Is our data safe?
Your data stays in accounts you own, in your name. Before we start, we tell you in writing which outside services, if any, will see it. Payments and anything sent outside your company wait for a person on your team to approve them.
Nightshift
Spend month-end
on the actual work.
Tell us how a typical close runs today and we’ll show you where the hours go.