CRM for Bookkeepers

• The problem

  Month-end arrives and you cannot tell whose books are closed and whose are waiting on statements.

  In Kompot.ai

  A scheduled workflow creates the close tasks at the start of each month — statements received, accounts reconciled, questions answered, reports sent — each with an assignee and a due date. The task board shows where every client's close stands, and overdue steps stand out.

• The problem

  You ask the same client for the same credit card statement every month, by hand, three times over.

  In Kompot.ai

  Write the request once as a saved reply and let a workflow send it by email, SMS or WhatsApp on a schedule. The client's answer arrives in their conversation history, and you save the statement to their files, where a colleague can find it.

• The problem

  Answers about unexplained transactions come back in a text thread and are lost by year-end.

  In Kompot.ai

  Send the questions from the client's record and the replies stay there: email, SMS, WhatsApp and call recordings in one log. When the tax preparer asks in spring what that transfer was, the answer is on the client's page with a date.

• The problem

  The client added a second location and two bank accounts, and the monthly fee never changed.

  In Kompot.ai

  Keep the agreed scope — accounts, entities, services — as custom fields on the client. When it grows, send an updated estimate from your price list; once it is approved, change the subscription invoice so the new fee bills every month.

• The problem

  A catch-up job on a year of neglected books drags on with no clear end and no clear invoice.

  In Kompot.ai

  Run the cleanup as a project: tasks per month or per account, progress notes, and an estimate approved up front. Share the project link so the client sees what you still need from them, and bill every stage of the cleanup as a separate invoice.

What you keep on record

Client scope

Entities, bank and card accounts, ledger software and the services agreed, as custom fields on the client.

Monthly close status

Recurring close tasks for each client with an assignee and a due date, shown on the task board.

Client answers

Replies about transactions, statements and receipts sent by email or messenger, kept in the conversation history.

Fee plans

Monthly packages, catch-up work and one-time setup as price-list items for estimates and subscription invoices.

Questions owners ask

Does Kompot.ai do the bookkeeping itself?

No. It does not categorize transactions, reconcile accounts or run payroll; that stays in your ledger software. Kompot.ai runs your practice: clients, monthly close tasks, document reminders, engagement letters and fee billing.

How do I set up a monthly close checklist for each client?

Describe the steps of your close once and let a scheduled workflow create them as tasks for that client at the start of every month, each with an assignee and a due date. You see all closes on the task board, and overdue steps are listed per person.

Can it bill my monthly bookkeeping fee automatically?

Yes. A subscription invoice bills the client weekly, monthly or yearly and carries a card payment link through Stripe or PayPal. Paid, partially paid and overdue invoices show on the client's record, and a workflow can remind a late payer.

Can clients send me receipts and statements through it?

Clients write to you the way they already do — email, SMS, WhatsApp, Telegram — and the messages arrive in one conversation history per client. You save the files to the client's record. There is no separate upload portal for clients.