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.
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.
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
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.