Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
A month-end close with fewer manual steps.
A month-end close has too many manual steps for every client. We automate the checks, requests, and reminders that make month-end slow, so your team can focus on review. Clients get asked for statements before close starts, and standard reports land in the right folder.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Working through the same close checklist by hand for every clientDone by hand, every weekA checklist that runs itselfManualAutomated
- Chasing clients for statements and missing receipts at month endDone by hand, every weekMissing items requestedManualAutomated
- Pulling reports and sending them out one by oneDone by hand, every weekReports preparedManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- Tracker
- Xero
- Shared folder
- Close checklistTracker
A checklist that runs itself
The workflow creates recurring close tasks for each client on schedule.
- Statements requestedEmail
Missing items requested
Clients get a request for statements and receipts before close starts.
- Reports pulledXero
Reports prepared
The workflow pulls standard reports from QuickBooks Online or Xero and saves them to the client folder.
- Saved to folderShared folder
Review stays with you
Your team reviews and sends, with the busywork already done.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Does this do the reconciliation?
No, reconciliation and review stay with your team, because they need professional judgement. We automate the steps around them: the close checklist, the requests for missing statements and receipts, and the standard reports. Your team starts the close with more of the busywork already done.
Can clients have different close dates?
Yes. Each client can have their own schedule, so requests, tasks, and reports run on the dates that suit that client. Your team sees which clients are ready to close and which are still waiting on statements or receipts, all in one place instead of a spreadsheet.
What do we need in place first?
A close checklist your team already follows, even a rough one, and access to QuickBooks Online or Xero through an account your firm controls. We turn the checklist into scheduled tasks and requests. If you don't have a written checklist yet, we work one out with you before we build.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.