We connect the tools a bookkeeping practice already uses, so documents arrive when they are due, bills and receipts are read into the books for review, and you can see at a glance which clients are closed for the month. The scope is written down and agreed before we start.
Tell us what you needSee example projectsWhat bookkeepers and small accounting firms tell us before a project starts.
Each one is a working piece you can open and check when it's done.
A monthly request goes to each client for what you need, with reminders until it arrives and a list of who is still outstanding.
n8n, Make and Zapier automationPDFs, photos and forwarded emails read for vendor, date, total and tax, matched to a category you set, and sent to QuickBooks or Xero as drafts for you to review.
PDF and document data extraction QuickBooks, Xero and HubSpot integrationsA signed engagement starts the checklist: questionnaire, access requests, folder, first-call invite, each with a reminder.
n8n, Make and Zapier automation Booking and scheduling systemsA board of clients by task, such as reconciled, reviewed and sent, filled from your tools so status is never a guess.
Airtable consulting and development Dashboards and reportingYour own billing cycle, with invoices generated from agreed fees and polite reminders on overdue ones.
Stripe integration and billing QuickBooks, Xero and HubSpot integrationsExports from the apps your clients use pulled into a standard layout for review, so each client does not need its own cleanup.
Python scripts and utilities ETL and data pipelinesBookkeepers software we work with: QuickBooks, Xero, TaxDome, Karbon, Bill.com, Gusto, FreshBooks.
And the general tools around it: Google Sheets, Airtable, Gmail, Google Drive, Dropbox, Zapier, Make, n8n.
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Example: a bookkeeper with thirty clients wants each one asked for bank statements on the third of the month, reminded twice, and shown on a single list when the files land in the shared folder.
Email, Google Drive, a tracking sheetExample project
Example: a client forwards supplier bills to one address. Each is read for vendor, date, amount and tax, then created as a draft bill in the books for the bookkeeper to approve.
Gmail, PDF extraction, QuickBooks APIExample project
Example: a small firm tracks each client through reconcile, review, report and send, with a Friday summary of which are behind and a nudge to the person responsible.
Airtable, forms, scheduled summaries
Example build
Python, OCR, layout-aware PDF parsing, LLM extraction with validation rules, PostgreSQL, React
Yes, both have ways to connect, and we usually create drafts or bring data into a sheet for your review rather than posting straight to the books. We confirm the exact route in the scope.
Not if we can help it. They still email, upload to a folder or reply to a text. The sorting happens on your side.
You do. It is built in your own accounts, and you get notes on how it works so you can change it without us.
Tell us which tools you use and the one thing that wastes the most time each month. We reply with questions or a written scope.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com