Bookkeeping practice
Monthly client packs, without the Excel step
Your ledger connects fine. It’s the twenty clients who each run something slightly different that turn the first week of the month into data entry.
“I rebuild the same pack for twenty clients.”
What the first week of the month looks like
- The exports land between the first and the fifth, in no particular order and no particular format.
- You open a workbook per client, paste, re-key the bits that pasted wrong, and check the totals against the bank.
- You rewrite last month’s commentary around this month’s numbers.
- You send it, and it starts again in three weeks.
The files this actually involves
- Xero or QuickBooks P&L
The one thing that does connect everywhere
- Bank statement CSV
Different column order at almost every bank
- Payroll register
Gross, deductions and net, one row per employee
- A till or booking system
Square, Toast, a regional POS nobody has heard of
- A spreadsheet the client keeps
Maintained by hand, changed without warning
The one that eats the afternoon
The client on the regional POS. Four hundred sites nationally is far too few for anyone to build an integration, so that client is manual forever.
What Databoat does about it
One workspace per client, priced that way
You are not buying seats or tiers. A workspace is a client, and a client you lose gets archived rather than deleted — billing stops, the history stays, and if they come back next year so do their numbers.
The write-up goes out in your voice
The commentary arrives drafted from the numbers, with every sentence pointing at the figure behind it. You edit it and you sign it. Databoat never sends anything to your client.
It tells you when a client’s export changes
A renamed column or a new field in the payroll file is the failure that does not announce itself — the report still builds, it is just wrong. Databoat flags the shape change before anything goes out.
A finished pack for exactly this
Sample pack
Harbourline Coffee
A four-site coffee group — POS, payroll and bank, joined on site code
What it would cost you
$590
a month for twenty clients — $39 for the first workspace and $29 for each one after. See the full pricing.
Not quite you?
Early access
Tell us the report you rebuild
Early access opens practice by practice. Tell us the report you rebuild every month and the files behind it. If it’s close to something we already handle, we’ll ask for a sample and set you up on your real data. If not, we’ll say so plainly rather than park you on a list.