For bookkeepers
Meet the three I'd hire before month-end
Set each one up once. They just run. Nothing is coded, filed or sent to a client until you approve it.
Shift log · 3rd
Waiting on you
Send the eight chasers? Each lists the specific documents, not “please send your receipts”. Vale's is the fourth ask, so that one is firmer.
Written downso far
In your words
Things people actually ask.
No workflow to build. You say it the way you'd say it to a new hire.
Which of my clients can I actually close this month, and what is each one missing?
Chase Vale for the nine receipts, and keep chasing until they arrive.
The Kessler statement is out by £82.40. Find it.
The staff
The three I'd hire first.
Hire one, or all three. They hand work to each other, and each is the same Hand with a different brief and different accounts attached. You name them.
Dawn
Chasing
- Knows what each client owes me
- Names the actual document
- Asks again on schedule
- Stops the moment it lands
Gmail Drive Sheets Calendar
Signed in once, and only for this company.
For “the fourth time of asking”
Cass
First pass
- Reads every receipt
- Codes what is obvious
- Flags what is not
- Never guesses a VAT rate
Sheets Drive PDF Stripe
Signed in once, and only for this company.
For “nine hundred lines, mostly identical”
Hale
Reconciling
- Matches the statement
- Isolates the gap
- Says where it came from
- Writes the query
Sheets Gmail Drive
Signed in once, and only for this company.
For “£82.40, somewhere in March”
The jobs
The jobs they do here.
Each one is a brief, not a feature. Open it for how it goes, where it stops, and what it needs.
Which subcontractors still have not sent their insurance certificates?
The sheet and the system do not agree on last month. Find every difference.
Two years of expenses, none of them categorised. Suggest the categories first.
Close September. Tell me what is unresolved.
What am I paying for every month that I have not opened since January?
Work out who has not paid us and go after them.
Start Renwick off the way we did Northline.
Forty thousand rows. Tell me which customers we lost and roughly when.
I think we have the same twelve companies in here under different names.
Questions
The ones that come up first.
It is not touching my clients' books on its own.
It does not. Coding a transaction, filing anything, or sending a client a message are all decisions that come to you as a card with the reasoning attached, and nothing happens until you approve it. The default is that it prepares and you decide. You can loosen that per client once you trust a particular routine, and every run still leaves a record.
Does it replace my bookkeeping software?
No — keep the ledger where the ledger is. This sits beside it and does the part your software has never done: knowing which of twenty-two clients is holding up month-end and why, and doing something about it before you have to.
Bookkeepers: get started today.
Sign in, brief your first Hand, and read what it did. Plans start at $20 a month, with work included.
