For Bookkeeping Firms

Manage every bookkeeping client without the recurring chaos.

FinnDesk gives bookkeeping practices a system to run recurring monthly work, collect source documents, track every deliverable and bill automatically — so your team spends time on books, not on coordination.

Recurring monthly task templates for every client
Automated document collection via WhatsApp and email
Subscription-style billing that invoices on a set schedule
Team workload view so no client gets forgotten

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80%

Less time spent chasing source documents

2×

More clients managed per bookkeeper

100%

Monthly deliverables tracked in one place

The challenge

The recurring problems that drain bookkeeping firms.

The same coordination work every month

Emailing clients for bank statements, invoices and receipts. Following up when they do not respond. Distributing work across the team. It happens every month and it never gets easier without a system.

No visibility into who is behind

When you have 50 clients, knowing which three are stalled because of missing documents requires either a daily standup or a lot of WhatsApp messages.

Billing that does not match the work

Retainer clients get invoiced on time. Ad-hoc work — a VAT return here, a payroll run there — frequently gets missed because it was never logged against a task.

Documents arriving everywhere

PDFs over email, photos over WhatsApp, links to shared drives. Source documents end up in five different places and the bookkeeper has to hunt before every reconciliation.

How FinnDesk helps

FinnDesk turns bookkeeping chaos into a repeatable system.

Build the workflow once. FinnDesk runs it for every client, every month.

Monthly task templates

Create a recurring task set for each client — collect documents, reconcile accounts, generate reports, share with client. FinnDesk creates new tasks automatically at the start of every cycle.

Tasks & Compliance Scheduling

Structured document collection

Send a customised document checklist to each client via WhatsApp or email. FinnDesk tracks what has arrived, sends automatic follow-ups and files everything against the client record.

WhatsApp Integration

Subscription and retainer billing

Set up monthly retainer invoices that go out automatically on the same date every month. Ad-hoc work is logged against tasks and added to the next invoice run automatically.

Invoice & Billing

Team workload board

See every client, every task and every team member on one board. Spot who is overloaded and who has capacity without a single status meeting.

Sprint Planner

FAQ

Bookkeeping Firms — your questions answered.

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

Talk to us

Can FinnDesk handle both monthly retainer clients and one-off bookkeeping jobs?

Yes. Retainer clients get recurring task templates that auto-generate each month. One-off jobs are created as standalone tasks and billed on completion. Both appear on the same dashboard.

How does document collection work for clients who are not tech-savvy?

Clients receive a WhatsApp message with a simple checklist. They reply with attachments directly in WhatsApp — no portal login or app download required. Documents file against their record automatically.

Can we integrate FinnDesk with Xero, QuickBooks or Zoho Books?

Yes. FinnDesk integrates with Xero, QuickBooks and Zoho Books to sync clients, invoices and payment status. Your bookkeeping software stays where it is; FinnDesk sits above it for workflow and billing.

How do I track which client's books are complete and which are waiting?

The client dashboard shows every client's monthly status in a single view: documents pending, reconciliation in progress, reports ready. Overdue items are highlighted automatically.

Can different team members handle different clients without seeing each other's work?

Yes. Each team member sees only the clients assigned to them. Partners and managers have a cross-portfolio view. Permissions are role-based and configurable.

Get Started

Build the bookkeeping system your clients deserve.

14-day free trial. Set up your first recurring client workflow in under 30 minutes.