For bookkeepers
Your monthly client reports, built and sent in one click.
Paste the bank export. It categorizes every transaction, builds the P&L, and emails your client a clean monthly report, so close week stops eating your nights. Built around your chart of accounts, delivered in 48 hours.
What it does
The month-end close, minus the manual part.
Categorizes every transaction
Paste the bank export and each line gets sorted into the right category automatically, no more sorting hundreds of rows by hand every month.
Builds the P&L for you
Revenue, expenses, net profit, and margin assemble the moment the data's in. The monthly statement is done before you've finished your coffee.
Emails the client a clean report
One click sends each client a polished, branded monthly report. The part of close week that eats your evenings, handled.
How it works
Three steps. Two days.
Send me your categories
Your chart of accounts and how you like transactions sorted. That's all I need to start.
I build it to your workflow
A custom Google Sheet wired to your categories and your report format, not a generic template.
You run it in 48 hours
Paste the export, click once, and the categorized P&L goes out to your client. Every month from then on.
Who you're working with
A real person who likes boring problems.
I'm Blake. I spent years leading customer-experience teams, at Peloton and Rent the Runway, which mostly meant living inside spreadsheets. So I started automating the tedious parts, and never stopped.
Now I build those same tools for small businesses. For a bookkeeper, that means the transaction sorting and the monthly client reports that quietly eat the back half of every month.
Tell me the part of close week you dread most. I'll tell you straight whether I can automate it, and usually I can.
Get your nights back during close week.
Tell me how you categorize and what your client reports look like. I'll set this up around your practice and show you the close running on your own books.
Set it up for my practice