All Moderate Workflows
Moderate Workflows
Month-end Bookkeeping Cleanup
Transactions get auto-categorized, a monthly report is generated, and it's sent to your accountant — without you lifting a finger.
The problem
The month-end scramble.
Closing the books means categorizing a month of transactions and packaging it up for your accountant — tedious work that always lands at the worst possible time.
How it works
Set it up once — then it runs itself.
Transactions
Auto-categorized
Monthly report
Sent to accountant
What you get
What you walk away with.
- Books that stay clean all month
- A finished report with no manual sorting
- Your accountant gets what they need on time
- Fewer errors and far less month-end stress
Plays well with
Works with the tools you already use.
QuickBooks
Xero
Gmail
Google Sheets