For bookkeeping and accounting firms

Tenfold for bookkeeping and accounting firms

Most of the month is not accounting. It is chasing documents, reading invoices out of email, and asking clients for the same receipt three times.

Small bookkeeping practices and accounting firms carrying many small clients, where the work is high-volume and low-judgment right up until it is not.

Invoices out of email

Read invoice mail, extract the line items into a sheet, and match receipts to card transactions so only the gaps reach a person.

Read invoices out of email and extract the line items into a sheet.
Needs Gmail, Google Sheets connected.
Match receipts to card transactions and flag the gaps.
Needs QuickBooks, Gmail connected.

Read the playbook: Get invoices out of email and into a sheet

Chasing, without the awkwardness

Overdue invoices chased on a polite escalating schedule, so the follow-up happens on day three rather than whenever somebody remembers.

Chase overdue invoices on a polite escalating schedule.
Needs QuickBooks, Gmail connected.
Chase unanswered emails after a set number of days.
Needs Gmail connected.

Only the exceptions reach you

Reconciliation that surfaces what does not match and categorisation against your chart of accounts, so your review is a short list rather than a long one.

Reconcile accounts and surface only the exceptions.
Needs QuickBooks connected.
Categorize expenses against your chart of accounts.
Needs QuickBooks connected.

Month end as a tracked process

The close checklist built, who is behind made visible, and a one-page cash summary produced every Monday without anyone assembling it.

Build the month-end close checklist and track who is behind.
Works on a bare workspace.
Produce a one-page cash summary every Monday morning.
Needs QuickBooks connected.
Run a checklist-driven process the same way every time.
Works on a bare workspace.

What they already know

An employee hired for this work arrives with these, out of the full library. You do not configure them and you are not writing prompts to fake them.

High Output Management
Entrepreneurial Operating System (EOS)
Copy Editing
Email Sequence Design

What this will not do for you

Filing anything. It does not prepare or submit returns and it is not a substitute for a qualified professional.
Signing off. Nothing here carries an opinion, an assurance or a licence, and the review is yours.
Practices that need a specific accounting compliance certification from their software suppliers. We do not hold a SOC 2 report today.

Questions people ask

Is this an accounting product?: No, and that distinction matters. It is a workforce that does the document handling, chasing and reconciliation legwork around your accounting software. QuickBooks and Xero are connectors, not things we replace.
Honestly, how much of your skill library applies to us?: Less than to a marketing agency, and we would rather say so. The library is weighted toward marketing, product and strategy. What you are buying here is the workflow capacity, not the methods, and you should judge it on the four jobs above rather than on a count of skills.
Can it see client data it should not?: Give each employee only the documents its client should see. Knowledge is scoped per employee rather than pooled across the account, which is the setting to check first if you carry competing clients.

Try it on one job.

1,000 credits, no card. Pick the job above you would most like to stop doing and give it to an employee this week.

Start free