For accountants and bookkeepers
Close their month without chasing a single PDF
Your client's books, open to you, with a screen that shows what is still missing and an export in the format you already import. Free on every one of their plans, including the cheapest.
Shown with demo figures
The month, from your side
Built around closing a period, not around a dashboard
A dashboard is for an owner. You need a period, and everything in it that is not yet ready to be booked.
Pick a period, see what is not ready
Everything without a document, everything without a category, and everything whose VAT treatment nobody has confirmed — in one list, in the app, instead of in a fourteen-reply email thread where the answers arrive detached from the questions.
- Missing documents, missing categories, unconfirmed VAT
- Every figure opens into the documents behind it
- Flag something for the client without leaving the screen
The export your software already imports
Not a generic CSV that costs you an afternoon of column mapping the first time and an hour every month after. DATEV for Germany, FEC for France, ABRA Flexi or Pohoda for Czechia, and a standard CSV where nothing else fits — with the invoice PDFs alongside the ledger.
- Chart of accounts and VAT keys agreed once, then reused
- The documents travel with the entries that reference them
- Every export recorded: who took it, and when
Why your client will agree to it
You cannot see the things they would worry about
The reason clients hesitate to hand over a login is that most logins open everything. Yours does not, and that is a property of how the pages work rather than a setting somebody has to remember.
- No payroll, no individual wages and no tip data
- No bank details and no payment files
- No plan, billing or subscription changes
- No stock levels or supplier pricing
- Everything you do is recorded against your own login, not a shared one
Several clients
If you look after more than one
Each client invites you to their own books, and you keep one login across all of them. We are actively shaping how a practice with a portfolio should work — if that is you, we want the conversation before we build it rather than after.
Ask your client to invite you
It costs them nothing on any plan, and it ends the monthly zip file.