Review transactions faster with AI-assisted categorization.
View service →
Service
Collect monthly statements without the chase.
Replace scattered downloads and email attachments with a single intake path so every period starts from a complete, reviewable set of sources.
Stmt
Bank statement
Email request
Chat
Client message
GoodKeeping workspace
- Statements received
- Missing context detected
- Ready for review
Teams lose days when statements arrive from five different channels. GoodKeeping focuses on one intake queue with clear status—what arrived, what is missing, and what needs a nudge—so month-start is predictable.
When statement intake quietly delays the month
Without a single intake path, operators hunt files across email, portals, and chat. Review starts late, categorization waits on missing documents, and nobody shares the same picture of completeness for the period.
How GoodKeeping helps
- One intake lane for PDFs, exports, and uploads tied to the month under review—not another attachment thread.
- Received vs. missing signals so the team knows what still blocks review before touching transactions.
- Status bookkeepers and clients can scan without reconstructing private inboxes.
- Hooks into follow-up when a document or clarification is needed—without leaving the monthly cockpit.
- Designed to sit beside transaction review and month-end checks in the same workspace.
Who this is for
Small businesses and bookkeeping teams that receive statements from several people or systems and need predictable completeness before categorization.
When it may not be the right fit
If you already have fully automated bank feeds with little PDF handling and almost no client file chase, your existing stack may cover intake without adding a dedicated queue.
Common questions
Do you pull bank feeds for us?
GoodKeeping centers on controlled intake and status inside the workflow. What is available—including any connections—should be confirmed with our team during onboarding so expectations match reality.
Can clients upload files directly?
The model assumes secure monthly intake roles so the right people submit source documents instead of scattering attachments across email alone.
How do we know the period is complete?
The queue highlights missing source material next to the period so reviewers see gaps before spending time on categorization.
Is this only for bank statements?
It covers typical monthly sources—bank and card statements, PDF exports, and supporting receipts where your process requires them.
Related services
Request early access
Join the beta workflow for statement intake, review, and month-end visibility.