Books
Drop in the statements. Get your afternoons back.
Bookkeeping agents that match and sort each line, and bring a person in on what they cannot place.
Request a demoExample statementBusiness checking, October
Card depositSales
Phone billUtilities
Supply orderMaterials
Unknown transferNeeds you
One line waits for a person. The rest are matched and sorted.
Old wayStatements keyed in line by line.
New wayDrop in a bank, card, or loan statement, as a PDF or an export. Each line is matched and sorted. Anything unplaced waits with a "Needs you" mark.
Two ways to run the books.
Matchbook
The bookkeeping agent. Statements in, lines matched and sorted, no receipts to text.
Lightkeeper
Everything in Matchbook, plus statements reconciled to deposits, the monthly bookkeeping checklist kept in QuickBooks Desktop or Online, one drop zone and a statements inbox, and each person's next things on their own list.
For insurance agencies
Lightkeeper for agencies adds a commission check and statements by carrier, offered through Glidewell Business Solutions.
Ready for a system of your own?
When you think of something, a team is standing by to build it. That is the difference between a list of good ideas and a roadmap.
Request a demo