Working demo

Accounting firm bookkeeping and payroll ledger demo

One firm login across hundreds of client books, with bank feeds, reconciliation, payroll and reports in a layout bookkeepers know.

This is a working demo we built for a business deciding whether to hire us. It runs on example data.

Status
Working demo
Type of software
Accounting & finance

The business

An accounting and tax firm that keeps the books and runs payroll for hundreds of small-business clients.

The problem

  • Every client's books needed its own subscription.
  • Most of what the software offered went unused.
  • Any switch had to keep every past balance exactly right.

The standout feature

The penny check

A bookkeeper pastes in a client's payroll register from another provider. The app rebuilds each paycheck and flags any check whose net pay is off by even a penny.

What we built

  • A client file manager with one firm login across every client's books.
  • Bank feeds and card imports with rules that recategorize matching lines, plus bank file import.
  • Registers, check writing and reconciliation that pre-marks cleared items.
  • Payroll with paycheck detail, pay stubs, tax liabilities and the quarterly payroll tax worksheet.
  • After-the-fact payroll: paste a payroll register and the app flags any check whose net pay is off, even by a penny.
  • Profit and loss, balance sheet, general ledger and trial balance, with drill-down to the entries.
  • An import wizard that checks the trial balance matches at every date before the switch.
  • Keyboard shortcuts and a layout the firm's bookkeepers already know.

How it works differently

BeforeNow
A subscription for every client's booksOne firm login for all of them
Features nobody usedOnly what the firm uses
Hoping the move was rightThe trial balance checked at every date

Build speed. Built in one working session, six days after our first call.

Compare replacing a subscription with software you own

After we build it

Who fixes problems
We do. One year of bug fixes is standard in every contract. If something we built breaks, we fix it.
What you own
You own the code, the database and the accounts it runs on.
Your data
Your data moves with you. It sits in a database you own, so it is never locked inside our system or anyone else's.
Your team
Your team is trained on it. We walk your staff through the screens they will use.
If we disappear
You hold everything another developer needs to pick it up: the code, the database and the accounts.
Who you talk to
We are a US team based in Florida. The person who leads your build is the person you talk to.

Who builds it

  • A US team based in Florida.
  • The person who leads your build is the one you talk to, start to finish.
  • We copy what you like about your current software, fix what you don't, and you own the result.

See a demo built for your business

Tell us what software you run on today. We build a working demo around your business and walk you through it.

See a demo built for your business
Free 30-minute call with our team.