Monthly bookkeeping
Know which clients are holding up this month’s close.
Track monthly engagements, requested documents, outstanding information, review stages, and delivery dates.
Start with this templatePreview the collections, views, and pages after signup. You choose when to apply the template.
Made for your team
Small bookkeeping firms managing recurring monthly work for multiple businesses.
Your first useful result
Bring a client’s engagement checklist and received-document list to draft a focused missing-information request.
From setup to your first follow-up
- 01
Review the workspace
Preview the collections, fields, saved views, and pages. Applying the template reuses compatible collections and adds missing pieces. Rename and customize the result to match your process.
- 02
Bring one real piece of work
Bring a client’s engagement checklist and received-document list to draft a focused missing-information request.
- 03
Review a draft, then take the next step
Open the suggested workflow starter, supply its inputs, and review its output. You decide what to use and when to enable a workflow.
One workspace for the conversations around the work
Keep records in collections and bring their saved views onto pages alongside text and tools. Connect an inbox or calendar, and use Drive and transcriptions for supporting files and meeting notes. Connections and communication features are configured separately. AI, transcription, calls, and texts use pay-as-you-go billing.
Set up monthly bookkeeping