For bookkeepers, accountants & fractional CFOsFor bookkeepers
Bookkeeping automation, built around your practice.
Transactions coded, receipts matched, clients chased, and the close prepped before you open the file. Then a plain-English client report in your voice. You review and approve. Nothing posts without you.
See It Work
Month-end, already started when you sit down.
Two samples from the same client file: the close prep waiting for your review, and the client report that goes out after.
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firm and data.
412 bank and card transactions came in; 403 were coded from this client's history and 9 are new or unusual and need your call.1 (from the bank and card feeds) 14 bills and receipts were matched to their transactions. 2 are still missing, and the client has been sent a reminder.2 (from the bills and receipts inbox) September rent hasn't posted yet, and fuel is up 38% on August.3 (compared against last month's close)
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firm and data.
Revenue was down 18% from August, as expected with the end of the main season.1 (from the P&L) Two snow-removal contracts start in November and should carry the winter months.3 (from the call notes) Payroll dropped as seasonal staff finished, and every supplier bill over 30 days has now been paid.2 (from the AP and payroll summary)
What Gets Automated
The month-end work that eats your week.
Start with the step that costs you the most time. Add the rest when it's earned its place.
Transaction coding
Bank and card transactions coded from each client's own history, with anything new or unusual flagged for your call.
Bills & receipts intake
Bills and receipts pulled from email or uploads, with the vendor, amount, and date extracted and the entry staged in QuickBooks Online or Xero.
Client chasing
Reminders for missing receipts, statements, and answers go out on your schedule, in your wording, so you're not the one chasing.
Month-end close prep
Your close checklist worked through, reconciliations prepped, and variances flagged, like a missing rent payment or a 40% jump in an expense.
Monthly client reports
The numbers behind the close explained in plain English, drafted in your voice and format.
Management reports & dashboards
KPIs, charts, and commentary for clients who want more than a P&L. See management reporting
Faster & Better
Quicker closes. Fewer misses. Same standard for every client.
Most of month-end is the same work every time: code, match, chase, check, explain. When that's done before you open the file, your time goes to the judgment calls and the client conversation, not the data entry.
Quality goes up too. Every client gets checked the same way every month, unusual items get flagged before the client spots them, and nothing slips because it was a busy week.
The engine handles
- Coding suggestions from each client's history
- Matching bills and receipts to transactions
- Flagging variances and missing entries
- Reminding clients about what's outstanding
- Drafting the monthly client report
You keep
- Approving every entry before it posts
- Judgment calls on unusual items
- Advice and the client relationship
- Sign-off on every report
Work starts before you do
Coding, matching, and chasing run as the month goes, so month-end starts mostly done.
Nothing slips
The same checks on every file, every month. Gaps and odd numbers surface before the client finds them.
More clients, same hours
Less time per file means room for more clients, or for the advisory work you actually enjoy.
How It Works
From your current workflow to one that runs itself.
Map your month-end
A short call and a look at a couple of client files: how you code, close, chase, and report today.
Your automations get built
Connected to QuickBooks Online or Xero and your inbox, starting with the step that costs you the most time.
Review and approve
Suggestions arrive ready to approve. Nothing posts to the ledger until you say so.
What's inside every setup
- Connects to
- QuickBooks Online or Xero, plus your inbox
- Coding rules
- Learned from each client's own history
- Close checklist
- Yours, worked through every month
- Approval
- Nothing posts without your sign-off
- First step
- One report in about a week for $350
- Handoff
- A live walkthrough with you and your team
Pricing
Prove it on one report. Then let it run.
A flat $350 proof on your monthly client report. Workflow automation is scoped to your practice.
Step 1 · Start here
Automate One Report
$350 flat
Your monthly client report, automated in about a week. You run it yourself, and it's yours to keep.
- Built from your real past reports
- 30-minute live handoff
- No subscription, no lock-in
Step 2 · Automate a workflow
One Workflow
Scoped on a call
Transaction coding, bill intake, client chasing, or close prep, built around your ledger and your clients.
- Connected to QuickBooks Online or Xero
- Nothing posts without your approval
- Start where you lose the most time
Step 3 · Whole practice
Full Practice Automation
Scoped on a call
Coding, intake, chasing, close, and reporting working together across your whole client list.
- Every workflow, one system
- The same standard for every client
- Hosted, monitored, and kept current
If your report needs more than the $350 build, I'll tell you before you pay, not after.
Other Fields
Other work Sidekik automates
Agency, consulting, or something else? A 15-minute call (opens in a new tab) is enough to check.
Pick the part of month-end you're tired of doing.
Start with one report for a flat $350, or book a free call to scope the workflow that costs you the most time.
Bigger scope, or want to talk first? Book a free call (opens in a new tab) or email rodrigo@sidekik.ca