Fragmented Data
Bank files, PDFs, receipts, and exports create blind spots when they live in different systems.
The future of bookkeeping, powered by AI and perfected by professionals.
GoodKeeping helps teams collect statements, organize transactions, resolve missing context, and prepare cleaner monthly records through one unified workflow.
Recent statements
- received
Chase Business Checking
May 2026
- received
Bank of America · Operating
May 2026
- received
Wells Fargo · Payroll
May 2026
- received
Mercury · Main
May 2026
- received
Amex Business Platinum
May 2026
- received
Stripe · Payout reserve
May 2026
- received
Capital One · Spark
Apr 2026
- received
SVB · Credit line
Apr 2026
Month-end progress
82%Close readiness
Transaction review
| Merchant | Category | Amount | Status |
|---|---|---|---|
| Northwind Supplies | Office Supplies | -$22.00 | Approved |
| Contoso Cloud | Software | -$69.33 | Approved |
| Atlas Point Travel | Travel | -$116.66 | Needs Review |
| Coho Retail Partners | Sales | +$1,832.00 | Approved |
| Litware Systems | Office Supplies | -$210.33 | Approved |
| Wide World Importers | Software | -$257.66 | Approved |
| Tailspin Toys | Travel | -$304.00 | Needs Review |
| Fourth Coffee | Sales | +$3,088.00 | Approved |
| Adventure Works | Office Supplies | -$398.66 | Approved |
| Blue Yonder Airlines | Software | -$25.00 | Needs Review |
| Margie's Travel | Travel | -$72.33 | Approved |
| Graphic Design Institute | Sales | +$2,831.00 | Approved |
| Proseware Inc. | Office Supplies | -$166.00 | Approved |
| Southridge Video | Software | -$213.33 | Needs Review |
| City Power & Light | Travel | -$260.66 | Approved |
| Consolidated Messenger | Sales | +$4,087.00 | Approved |
| Alpine Ski House | Office Supplies | -$354.33 | Approved |
| The Phone Company | Software | -$401.66 | Approved |
| Wingtip Toys | Travel | -$28.00 | Needs Review |
| Harborline Reseller | Sales | +$3,830.00 | Approved |
| Lucerne Publishing | Office Supplies | -$122.66 | Approved |
| Woodgrove Bank | Software | -$169.00 | Approved |
| A. Datum Corporation | Travel | -$216.33 | Approved |
| VanArsdel Ltd. | Sales | +$5,086.00 | Approved |
Stop fighting financial fragmentation.
Bookkeeping breaks down when statements, receipts, transaction context, and client communication live in disconnected places. GoodKeeping brings them into one operating flow.
Communication Lag
Missing context and client follow-ups slow down monthly work.
Scale Friction
More clients or more transactions should mean better systems, not more manual chasing.
Stmt
Bank statement
Email request
Chat
Client message
GoodKeeping workspace
- Statements received
- Missing context detected
- Ready for review
Sources converge into one monthly workspace
FINANCIAL OPERATIONS COMMAND CENTER
See every source, status, and blocker from one control layer.
Good Keeping tracks financial inputs, processing status, missing context, client requests, review queues, and export readiness in one coordinated workflow.
Illustrative product UI — sample activity only; not live customer metrics.
GoodKeeping Control Layer
Throughput, queues, and blockers summarized the way approvers scan a real workspace—dense enough to feel credible, still clearly a product story.
Extract
Match
Categorize
Review
Request
Prepare Export
Transactions touched
2,480
Median review lag
31h
Open blockers
3
Sample signals
- AI draft ready · Riverside Dining
- Receipt missing · travel (flagged)
- Export staged · Mar 2026 period
12 documents parsed4 client requests open18 transactions to review1 export ready
Workflow sequence from intake through export
- 1Intake
- 2Processing
- 3Review
- 4Client Request
- 5Ready
- 6Export
A linear path from intake to clean records.
GoodKeeping turns scattered financial inputs into reviewed, organized records your accountant can use.
01 / CONNECT
Connect
Upload statements, receipts, CSVs, and supporting documents.
02 / SORT
Sort
AI extracts, normalizes, and organizes transactions.
03 / VERIFY
Verify
Experts review exceptions, missing context, and uncertain categories.
04 / REPORT
Report
Prepare monthly reports, close-ready records, and exportable handoff files.
01 / CONNECT
Connect
Upload statements, receipts, CSVs, and supporting documents.
02 / SORT
Sort
AI extracts, normalizes, and organizes transactions.
03 / VERIFY
Verify
Experts review exceptions, missing context, and uncertain categories.
04 / REPORT
Report
Prepare monthly reports, close-ready records, and exportable handoff files.
One workflow, two clean surfaces.
Clients only see what they need to act on. Accounting teams see the operational workspace behind the books.
Client side
- Requested items
- Uploads
- Transaction answers
- Shared reports
- Close status
Client responses flow back into the accountant workspace.
Accountant side
- Client directory
- Work queue
- Transaction review
- Month-end readiness
- Export handoff
Built for the team behind the books.
A single workspace for portfolio status, prioritized work, client requests, transaction review, month-end readiness, and export handoff — designed for accounting firms and bookkeeping teams.
Client portfolio
Operational status across assigned clients.
Work queue
Overdue, due soon, and review items in one list.
Client requests
Trackable follow-ups with context attached.
Transaction review
Filters for judgment work, not busywork.
Month-end readiness
What is blocking progress this period.
Export handoff
CSV-oriented packets when you are ready.
Workflow
See each stage in the cockpit.
Scroll to preview how statements, AI-assisted organization, reviews, follow-ups, and month-end readiness come together in one workspace.
01
Submit Statements
Upload bank statements and financial documents through one organized intake.
GoodKeeping Workflow Engine
LivePipelineSecure
Active stage
Submit Statements
Step 1 of 5
Intake queue
12 queued
May_2026_statement.pdf
Demo file · 1.2 MB
Q2_payroll_accrual.csv
Demo file · 320 KB
Expense_receipts_April.zip
Demo archive · 4.1 MB
Bank_feed_May.json
Demo bank feed · 92 KB
Amex_Business_May.pdf
Demo file · 1.2 MB
Vendor_1099s_Q1.zip
Demo archive · 4.1 MB
Payroll_journal_May.csv
Demo file · 320 KB
Stripe_payout_detail.json
Demo bank feed · 92 KB
Corporate_card_May.pdf
Demo file · 1.2 MB
Fixed_assets_schedule.xlsx
Demo file · 320 KB
Client_upload_receipts.zip
Demo archive · 4.1 MB
Plaid_refresh_May.json
Demo bank feed · 92 KB
Sources
Bank PDFCSVReceipt
UploadedReady for AI processing
Next
Documents are validated, fingerprinted, and queued for categorization.
IntakeClose
02
AI Processing
GoodKeeping organizes records and applies AI-assisted transaction categorization.
GoodKeeping Workflow Engine
LivePipelineSecure
Active stage
AI Processing
Step 2 of 5
AI processing
ScanningNorthwind SuppliesOffice Supplies
Confidence 83%
Contoso CloudSoftware
Confidence 90%
Atlas Point TravelTravel
Confidence 97%
Coho Retail PartnersSales
Confidence 78%
Litware SystemsOffice Supplies
Confidence 85%
Wide World ImportersSoftware
Confidence 92%
Tailspin ToysTravel
Confidence 73%
Fourth CoffeeSales
Confidence 80%
Adventure WorksOffice Supplies
Confidence 87%
Blue Yonder AirlinesSoftware
Confidence 94%
Margie's TravelTravel
Confidence 75%
Graphic Design InstituteSales
Confidence 82%
Proseware Inc.Office Supplies
Confidence 89%
Southridge VideoSoftware
Confidence 96%
City Power & LightTravel
Confidence 77%
Consolidated MessengerSales
Confidence 84%
Alpine Ski HouseOffice Supplies
Confidence 91%
The Phone CompanySoftware
Confidence 72%
Wingtip ToysTravel
Confidence 79%
Harborline ResellerSales
Confidence 86%
Lucerne PublishingOffice Supplies
Confidence 93%
Woodgrove BankSoftware
Confidence 74%
A. Datum CorporationTravel
Confidence 81%
VanArsdel Ltd.Sales
Confidence 88%
IntakeClose
03
Internal Review
Your team reviews categorized transactions and flags anything unclear or incomplete.
GoodKeeping Workflow Engine
LivePipelineSecure
Active stage
Internal Review
Step 3 of 5
Review queue
Northwind SuppliesApproved
Contoso CloudApproved
Atlas Point TravelNeeds Review
Coho Retail PartnersApproved
Litware SystemsApproved
Wide World ImportersApproved
Tailspin ToysNeeds Review
Fourth CoffeeApproved
Adventure WorksApproved
Blue Yonder AirlinesNeeds Review
Margie's TravelApproved
Graphic Design InstituteApproved
Proseware Inc.Approved
Southridge VideoNeeds Review
City Power & LightApproved
Consolidated MessengerApproved
Reviewer note
Category mapping unclear for one travel line—flag for senior review before approval.
IntakeClose
04
Client Follow-Up
Questions, missing records, and clarifications are tracked instead of getting buried in email.
GoodKeeping Workflow Engine
LivePipelineSecure
Active stage
Client Follow-Up
Step 4 of 5
Client follow-up
Client thread
Need receiptSent
Client replied · 2h ago
Confirm vendorWaiting
Split transaction?Resolved
Need receiptSent
Confirm vendorWaiting
Split transaction?Resolved
Need receiptSent
Confirm vendorWaiting
Split transaction?Resolved
IntakeClose
05
Monthly Close
Once review is complete, the month is ready for approval and reporting.
GoodKeeping Workflow Engine
LivePipelineSecure
Active stage
Monthly Close
Step 5 of 5
100%Ready
Close checklist
- Statements reconciled
- Review sign-offs complete
- Follow-ups cleared
Ready for approval
Monthly report
May 2026 — Executive summary
Demo export · PDF
IntakeClose
Powerful features. One unified system.
Everything you need to close the month with clarity.
Statement Collection
Securely collect statements and source documents from all your books.
AI Transaction Review
AI suggests transaction categories and highlights exceptions.
Follow-Up Tracking
Track client requests, missing information, and open questions.
Month-End Visibility
See what is done, what is pending, and what still needs attention.
Monthly Reporting
Close the books and deliver cleaner monthly reports.
Internal Review Workflow
Give accounting teams a structured review path before delivery.
Role-Based Access
Keep users, clients, and internal teams in the right lane.
Audit Trail
Maintain clearer visibility into actions, approvals, and review status.
Month-end should feel visible before it feels late.
GoodKeeping gives teams a clearer view of what is submitted, what needs review, what requires follow-up, and whether the month is ready to close.
Close readiness path
- Statements received
- Transactions categorized
- Review completed
- Follow-ups resolved
- Ready for approval
Early access: use GoodKeeping free until we launch Live.
While we finish toward Live, there is no platform fee for early-access teams. When we go Live, founding customers receive 30% off their first annual subscription when billed annually. Plan limits below are throughput guideposts for onboarding—not silent overage charges. USD amounts are starting points; confirm terms with our team before you commit.
Save 20%
Starter
$199.00/mo
For small teams—up to 500 transactions / month—with organized statements, transaction review, and monthly visibility.
Workflow & intake
- Disciplined monthly statement intake
- AI-prepared workflow with human review checkpoints
Review, reporting & support
- Internal review before you deliver to clients
- Month-end approval support
RecommendedGet Early Access
Growth
$399.00/mo
For growing businesses—up to 2,000 transactions / month—with more documents, review needs, and reporting workflows.
Workflow & intake
- Everything in Starter
- Monthly reporting as your review completes
Review, reporting & support
- Clearer month-end visibility across the team
- More workflow guidance as volume grows
Scale
$599.00/mo
For higher-volume teams—heavier monthly throughput—with deeper workflow support and handoff preparation.
Workflow & intake
- Everything in Growth
- Priority month-end support when deadlines stack
Review, reporting & support
- Reporting support for heavier months
- AI-assisted follow-up tools (human-reviewed)
Questions
Straight answers about the workflow and early access.
What is GoodKeeping?
GoodKeeping is a bookkeeping workflow platform that brings statement collection, AI-assisted transaction review, follow-up, and month-end visibility into one organized system.
Who is GoodKeeping for?
GoodKeeping is built for small businesses, operators, and bookkeeping teams that need a clearer monthly process for statements, transactions, review, and reporting.
Does GoodKeeping replace my accountant?
No. GoodKeeping helps organize the workflow around bookkeeping. It supports collection, review, follow-up, and visibility so accounting work can move more consistently.
How does AI transaction review work?
GoodKeeping can suggest transaction categories and highlight items that may need attention. Final review and approval should remain controlled by the business or accounting team.
What happens when something is unclear?
Unclear transactions or missing records can be flagged for follow-up, so questions are tracked inside the workflow instead of disappearing into emails or chat.
What do I get at month-end?
You get a clearer view of submitted statements, reviewed transactions, open follow-ups, and whether the month is ready for approval and reporting.
Can I use GoodKeeping right now?
GoodKeeping is currently in beta/early access. You can request access through signup or contact us for availability.
Does GoodKeeping connect to QuickBooks or other accounting tools?
GoodKeeping is being built to support modern bookkeeping workflows, including integrations where appropriate. Contact us for current availability.
Built for teams who close every month.
GoodKeeping focuses on the operational reality of bookkeeping: collecting statements, reviewing transactions with AI assistance, tracking follow-ups, and making month-end readiness visible before deadlines slip.
Prepare the handoff before the books move downstream.
GoodKeeping organizes transactions, mappings, source documents, unresolved questions, and review history into export-ready materials.
- Category mapping plus reviewer notes tied to each line—so downstream doesn’t re‑guess intent.
- Source PDFs and period notes grouped the way accountants actually file months.
- Open questions and exceptions flagged with status instead of disappearing into email.
Illustrative bundle847 lines · 42 attachments
Exports are designed for common accounting tools; they are not a live sync to QuickBooks or other platforms.
What rolls into the export bundle
Bring your bookkeeping workflow into one place.
Request early access and be among the first to experience a cleaner path from statement submission to monthly close.
Month-end rail
Close readiness
Statements received
Transactions reviewed
Follow-ups resolved
Ready for approval
All gates cleared