Clients
4
Active monthly clients
Bookkeeper dashboard · V2 workflow demo
Generate client requests, name files, and track Drive submissions.
This version keeps files in the firm's Google Drive while the app creates the checklist, suggested file names, client-specific folders, secure request links, submission status, and bookkeeper verification steps.
Ready
1
Verified or reviewed docs only
Submitted
1
Client says uploaded; needs verification
Missing
4
Missing, rejected, or overdue
Google Drive connectionConnected
The V2 demo assumes the firm connects Google Drive in account settings. The app does not store sensitive files; it creates a Drive folder plan and tracks whether the client says each item was submitted.
Google DriveMonth Close DocumentsOpen connected Google Drive ↗
Manage storage settingsFolder + file naming ruleDefault convention
Each request generates a client folder path and suggested file names.
Folder pathMonth Close Documents / June 2026 / Queen City Dental Studio
Suggested file nameQueen City Dental Studio - June 2026 - Bank Statement.pdf
Create client requestGenerate a unique request link for any client
Requested items
Generated client links3 active demo requests
| Client | Request | Drive folder path | Client portal |
|---|---|---|---|
| Queen City Dental Studio | June 2026 Month-End Documents Due 2026-06-10 | Month Close Documents / June 2026 / Queen City Dental Studio | |
| South End Fitness LLC | June 2026 Month-End Documents Due 2026-06-10 | Month Close Documents / June 2026 / South End Fitness LLC | |
| Lake Wylie Property Services | June 2026 Month-End Documents Due 2026-06-10 | Month Close Documents / June 2026 / Lake Wylie Property Services |
Client readiness trackerMonth-end status
| Client | Contact | Bookkeeper | Documents | Status | Review |
|---|---|---|---|---|---|
| Queen City Dental Studio | Maya Carter maya@example.com | Nina | 0/3 verified · 1 submitted | waiting | |
| South End Fitness LLC | Drew Howard drew@example.com | Nina | 2/2 verified · 0 submitted | ready | |
| Lake Wylie Property Services | Andre Bell andre@example.com | Sam | 0/2 verified · 0 submitted | overdue | |
| Ballantyne Med Spa | Lena Brooks lena@example.com | Sam | 0/— verified · 0 submitted | waiting |
Document verification queue · Queen City Dental Studio3 requested items
| Document | Suggested name | Status | Client note | Updated | Actions |
|---|---|---|---|---|---|
| Bank statement June 2026 | Queen City Dental Studio - June 2026 - Bank Statement.pdf | Submitted by client | Uploaded as the suggested file name. | 6/8/2026, 12:00:00 AM | |
| Payroll report June 2026 | Queen City Dental Studio - June 2026 - Payroll Report.pdf | Missing | — | — | |
| Receipt exports June 2026 | Queen City Dental Studio - June 2026 - Receipt Exports.pdf | Missing | — | — |
AI-assisted follow-up draftHuman review before sending
Workflow event logLoading demo state
request created
Monthly document request created for Queen City Dental Studio.
6/1/2026, 9:15:00 AM
reminder sent
Reminder sent for missing payroll report and receipt exports.
6/17/2026, 2:30:00 PM
submission marked
Client marked bank statement as submitted after uploading to Google Drive.
6/8/2026, 10:20:00 AM
summary generated
South End Fitness LLC marked ready for month-end close.
6/7/2026, 11:45:00 AM
ai draft created
AI follow-up draft created for overdue vendor invoices and payroll report.
6/18/2026, 4:10:00 PM