Acme Studio
7 open requests
Open queue · View requests
For Accounting Teams
One workspace for every client’s books.
GoodKeeping helps accounting teams manage client requests, statement intake, transaction review, month-end readiness, and handoff preparation from a single workflow.
Illustrative workspace preview — not live client data.
Firm workspaceWaiting on client
Client directory
- Acme Studio
- Northstar Retail
- Harbor Dental
Work queue
- Northstar Retail — statements
- Harbor Dental — follow-up
Waiting on client
Client requests
2 new client responses
Month-end readiness
Statements, transactions, and open questions in one readiness view.
See every client’s operational status.
Track assigned clients, open requests, missing context, and month-end readiness without jumping between email threads and spreadsheets.
Fictional company names for illustration only.
Northstar Retail
18 transactions to review
Review transactions · Message client
Harbor Dental
Ready for report
Open readiness · Prepare export
Prioritize the work that needs attention.
Group client questions, missing documents, review items, and close blockers by urgency — designed for how firm queues actually behave.
Overdue
Urgent- Acme Studio — missing bank statement (Mar)
- Northstar Retail — payroll file request
Due this week
Due soon- Harbor Dental — confirm travel categorization
Needs review
Review- Northstar Retail — 6 low-confidence transactions
- Acme Studio — receipt for vendor deposit
Turn follow-ups into trackable client work.
Request missing receipts, statement files, or transaction context and keep the conversation attached to the work — where enabled in your workspace.
- Accountant creates request
- Client sees requested item
- Client uploads or answers
- Accountant reviews
- Blocker resolved
RequestedWaiting on clientUploadedReviewedResolved
Focus your team on the transactions that need judgment.
AI handles a first pass where configured. Your team reviews uncertain categories, missing context, and exceptions before approval.
AWS
Software
Approved
Confidence92%
Amazon
—
Needs review
Confidence44%
Unknown ACH
—
Ask client
Confidence30%
Know what is blocking month-end.
See statement readiness, uncategorized transactions, client questions, report readiness, and export preparation in one view — readiness signals, not an automatic books-closed guarantee.
75%Readiness
Illustrative aggregate — not a score from live data.
Statements3 of 4 complete for the period
Transactions18 uncategorized lines
Client questions2 open threads
ReportsNot generated for this period
ReconciliationPending, where enabled
ExportNot prepared yet
Suggested next steps
- Request missing statement from Harbor Dental
- Review low-confidence Amazon charges
Prepare the handoff when the work is ready.
Package reviewed transactions, source indexes, client answers, unresolved items, and QuickBooks-compatible files for downstream review — availability depends on your workspace configuration.
Close packet
- ├──transactions.csv
- ├──quickbooks-compatible.csv
- ├──statement-list.csv
- ├──client-questions.csv
- └──audit-log.csv
Built for firms, grounded in real workflows.
Capabilities roll out by workspace and plan. Ask us what your firm can use today — we will not oversell what is still in flight.