A quieter
month end.

Mark the documents received. Prepare one clear request for the items still needed.

Documents received2 / 52 of 5Three items still to collect

The collection list

Mark received

Operating account statementComplete statement for the monthReceived Sales summaryMonthly export from the sales systemReceived Business card statementComplete card statement for the monthNeeded Expense receiptsReceipts for the agreed reporting periodNeeded Payroll summarySummary from the payroll providerNeeded

Received means collected. Your bookkeeper still checks completeness and accuracy.

Collection, with a clear boundary.

The workflow keeps track of what arrived and what to request. It does not reconcile accounts, verify transactions or give accounting advice.

Built around your practice.

Connect the checklist to your existing client portal and task system. Agree document access, retention and approval rules before adding automation.

Read the bookkeeping workflow idea ↗

An original workflow concept by 1968 Labs.

Build something like this for your team ↗

A quietermonth end.

Collection, with a clear boundary.

Built around your practice.

A quieter
month end.