For Bookkeepers & Fractional CFOs
Automate month-end close and client reporting
Stop manually downloading bank CSVs and chasing clients for receipts. We’ll get your month-end close down to hours, not days.
See how it works (45 sec) →Install in 48 hours · Saves 2–5 hrs/week · Fixed scope
No code, no subscriptions — installed in 48h.
Free 30-min assessment • Fixed pricing • 48-hour turnaround available
Works with Google Sheets · Excel · Gmail · QuickBooks · Xero.
Google SheetsExcelGmailQuickBooksXero
Pick what you need
Bank CSV Normalizer
~45-60 min/wkAuto-download & format bank exports for QuickBooks/Xero.
Receipt Collector
~30-45 min/wkClients email receipts → auto-categorize by month.
Client Dashboard
~60-90 min/wkRevenue by customer, AR aging, cash flow — auto-updated.
Multi-Account Reconciler
~45-60 min/wkMatch transactions across bank accounts and credit cards automatically.
Package
Close Accelerator (installed in 48h)
$897+ $49/mo care plan
- Bank CSV normalizer (auto-format for import)
- Receipt collection automation (email → categorized folder)
- Client dashboard (revenue by customer, AR aging, cash flow)
Worktimate Safety Stack
- No-Delete Mode: Automations never delete your files
- One-Click Button: You control when automations run
- Change Insurance: Free fixes for 90 days
- Audit Trail: See exactly what changed and when
Typical client saves 2–5 hrs/week → ~$250–$600/mo at $30–$60/hr.
- No credit card for the assessment
- 30-day change insurance
What’s included in setup & care plan?
- Setup: one-time install of your automations
- Care plan: bug fixes + small tweaks if apps change
Before & After
Before
- Downloading bank CSVs and reformatting for import
- Emailing clients repeatedly for missing receipts
- Building monthly reports manually in Excel
- Reconciling transactions across multiple accounts
After
- Bank CSVs auto-download and format for import
- Automated receipt reminders with one-click upload link
- Client dashboards update automatically from QuickBooks
- Multi-account reconciliation runs with one button
What clients say
“We cut ~4 hours from month-end. The CSV normalizer alone paid for itself in the first week.”
Frequently Asked Questions
Can this integrate with our current accounting software?
Yes. We work with QuickBooks Online, Xero, and Excel-centric workflows using read-only access. Every run stays in “no delete” mode and exports in the exact format your accounting system expects.
What if my clients use different banks?
No problem. We normalize CSVs from any bank into a consistent format for import so you can support dozens of clients who each use different institutions.
How will the dashboards stay up to date?
Dashboards sync with your source of truth (Sheets, QuickBooks, CSVs) on a schedule you choose. Trigger a run manually or let it refresh every morning with a full audit trail.
What happens if a transaction is miscategorized?
You stay in control. Exceptions are flagged for quick review, and every automation run keeps a log so you can correct or re-run in seconds.
Ready to automate your workflow?
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