Questions about GoodKeeping?

GoodKeeping is an AI-assisted, human-reviewed bookkeeping workflow platform for organizing statements, transactions, client requests, reports, and handoff materials.

GoodKeeping is designed as a bookkeeping workflow and handoff layer. It helps prepare cleaner transaction data, source context, and export materials for accountants and downstream systems.

GoodKeeping supports small businesses, operators, and accounting teams that need a cleaner process for financial intake, review, reporting, and handoff.

Both. Companies use it to organize their books, and accounting teams use it to manage client workflows.

No. GoodKeeping uses AI to assist with extraction and categorization, while review workflows help route exceptions and missing context.

Accounting teams use the Accountant Workspace to manage assigned clients, review transactions, request documents, monitor month-end readiness, and prepare exports.

Yes. GoodKeeping supports client-facing requests for missing documents, transaction context, and month-end blockers.

Yes. The Accountant Workspace is built around client assignments, work queues, and per-client workspaces.

They can be reviewed by the accounting team, categorized, or converted into client questions when more context is needed.

Month-end readiness shows what may block monthly reporting or handoff, such as missing statements, uncategorized transactions, open client questions, or missing reports.

GoodKeeping supports readiness workflows and close-related operations where enabled. Final accounting judgment and sign-off should remain with qualified professionals.

Yes. GoodKeeping can turn certain blockers into trackable client-facing tasks or operational follow-ups.

Clients see requested items, upload prompts, task details, shared reports, and relevant status updates. Internal accountant work stays separate.

Yes. Transaction questions can be routed as client-facing tasks where the client can respond and attach files.

Yes. GoodKeeping supports document and statement intake workflows where enabled.

GoodKeeping can prepare QuickBooks-compatible exports and handoff files. Direct API sync should only be mentioned when enabled—ask the GoodKeeping team for current options.

Handoff materials may include reviewed transactions, category and account mappings, source statements, unresolved items, client Q&A, attachment indexes, and other review context your firm expects.

GoodKeeping does not claim official Intuit certification. We describe deliverables as QuickBooks-compatible or handoff-ready where that matches the materials—confirm requirements with your accounting partner.

GoodKeeping pricing depends on the plan, workflow needs, and whether the account is a company or accounting firm. See Pricing or contact us for details.

During early access there is no platform fee until we launch Live. After Live, annual subscribers can save 30% on their first annual plan when they choose annual billing—see Pricing for the current early-access framing.

Firm-oriented plans and workflows can be discussed with the GoodKeeping team so scope, assignments, and pricing stay aligned with how your practice operates.

GoodKeeping is designed with secure access controls, tenant separation, and audit-aware workflows. We do not claim security certifications we have not obtained.

Access is scoped by organization, role, and assignment. Accounting teams only access clients they are authorized to work on.

No. The product is designed so routine workflows use safe download or viewing flows rather than exposing raw storage keys in the UI.

GoodKeeping is designed to track important workflow actions such as uploads, review changes, client requests, report requests, and exports.

Use the Contact page or call +1 (689) 239-7955. You can also reach out through the options listed in the site footer.

GoodKeeping lists its public contact address on the Contact page and in the site footer (2100 Consulate Dr., Orlando, FL 32824).