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1
Intake
2
Accounts & team
3
Workflow
4
Tasks
5
License
6
Review
NT
Northwind Traders
Ongoing — no end date
New engagement
Set up a new engagement
Save as draft any time — only a license is required before activating.
Intake
2
Accounts & team
3
Workflow
4
Tasks
5
License
6
Review
Bank & card accounts *
Account name
Account type
Provides data via
Pick one source (PDF, Plaid or CSV) so statements can flow in for this account.
People * (Bookkeeper required)
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Intake
Accounts & team
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Workflow
4
Tasks
5
License
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Choose a workflow template
Templates matching Monthly + FreshStart from Intake.
Monthly Bookkeeping — Standard
Default
Monthly · FreshStart
Monthly Close — Lite
Monthly · FreshStart
Monthly + Advisory
Monthly · FreshStart
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Set up a new engagement
Save as draft any time — only a license is required before activating.
Intake
Accounts & team
Workflow
4
Tasks
5
License
6
Review
Assign tasks
Tasks come from Monthly Bookkeeping — Standard. Defaults pull from the People list; override per task or assign a whole stage.
1
Data intake
3 tasks
Assign all:
Connect via Plaid - Operating Checking
Client
Customer · firm acts on behalf
Upload CSV - Amex Business Card
Client
Customer · firm acts on behalf
Verify feeds connected
Bookkeeper
Grace Liu
2
Categorize & reconcile
4 tasks
Assign all:
Reconcile account - Operating Checking
Bookkeeper
Grace Liu
Reconcile account - Amex Business Card
Bookkeeper
Grace Liu
↳ same as above
Categorize transactions
Bookkeeper
Grace Liu(override)
Supervisor review
Supervisor
Ben Whitfield
3
Close & report
2 tasks
Assign all:
Generate financial statements
System
(system)
—
Publish month-end pack
Bookkeeper
Grace Liu
New engagement
Set up a new engagement
Save as draft any time — only a license is required before activating.
Intake
Accounts & team
Workflow
Tasks
5
License
6
Review
License
Each business uses one free license. We'll track your usage here.
Free licenses
3 of 5 used
New engagement
Set up a new engagement
Save as draft any time — only a license is required before activating.
Intake
Accounts & team
Workflow
Tasks
License
6
Review
Review & create
Everything look right? Save as draft to finish later, or create and activate now.
Workflow
TemplateMonthly Bookkeeping — Standard
Stages / tasks5 stages · 18 tasks
Setup
BusinessNorthwind Traders
NameNorthwind Traders — Monthly bookkeeping
TypeMonthly · FreshStart
Start1 Jul 2026
EndOngoing
People
CustomerAmelia Chen
BookkeeperGrace Liu
SupervisorBen Whitfield
Accounts2 bank · 1 credit card
License
Status
Covered by the business's license (3 of 5 used)