Clients tracked
4
Recurring bookkeeping clients in this demo.
Portfolio demo · bookkeeping workflow automation
Stop chasing clients for monthly documents.
BookkeeperFlow is a lightweight demo system that shows how bookkeeping firms can collect documents, track missing items, collect client submission confirmations, verify files in Drive/SharePoint, and see which clients are ready for month-end close.
Workflow snapshotJune close
Ready for close
1
No missing documents remaining.
Missing items
2
Need follow-up before close.
Built like a service business deliverable.
The app is intentionally simple: a UI for bookkeepers, a secure client request link, a Drive/SharePoint-friendly submission tracker, and an automation layer that can be powered by n8n, Zapier, Make, or Power Automate.
Step 1
Monthly request created
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Step 2
Client opens secure link
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Step 3
Client uploads to Drive / SharePoint
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Step 4
Client marks checklist item submitted
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Step 5
Bookkeeper verifies or requests again
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Step 6
Tracker powers reminders and summaries
This stage can be implemented with low-code first, then extended with APIs or custom code if needed.
Low-code first
Use forms, folders, spreadsheets, reminders, and workflow tools before writing custom software.
Spot-code when needed
Add APIs, scripts, custom UI, and data models only when the workflow actually needs them.
Human approval
AI can draft follow-ups and summaries, but bookkeepers review sensitive communications before sending.