Run your bookkeeping practice with tools built for the way you work
Turn your bookkeeping workflow into custom software you control. Build client intake forms, recurring work trackers, document request portals, billing and time dashboards, simple reporting and more — just by describing what you need.
Start with the basics
Build the tools your bookkeeping practice needs
Bookkeepers juggle client onboarding, recurring monthly and quarterly work, missing documents, status updates and billing — often spread across emails and spreadsheets. It’s easy for open items and deadlines to slip when information lives in too many places.
Use YeshBe to build custom apps around your exact services and processes. Create an intake system that captures the right details, standardize month-end checklists, track client deliverables, and give clients a simple portal to upload documents and answer queries. Bring your team’s work, notes and timelines into a single source of truth that matches how your practice actually operates.
Whether you need a recurring work scheduler, a client communication hub, or a billing and time tracker, you can create tools that reflect your packages, deadlines and definitions of done — without forcing your practice into rigid, generic software.
- Client intake & CRMBuild a lead form, qualification steps and a pipeline that reflects how you win and onboard clients.
- Recurring work & deadlinesCreate task templates by service frequency, assign owners and track status across all clients.
- Document requests & approvalsGive clients a portal to upload statements and receipts, track open items and mark approvals.
- Billing, time & WIPLog time or fixed-fee work, draft invoices and monitor unbilled hours and payment status.
Learn and apply
Guides for Bookkeepers
Practical guides that help bookkeepers and bookkeeping businesses run the business better.
- 9 min readRun your bookkeeping practiceA practical guide to structuring services, pricing, onboarding, and recurring workflows for bookkeepers—plus how to turn the process into a custom website and practice app with AI.Read the guide
- 9 min readRun your bookkeeping practiceA practical playbook for packaging services, onboarding clients, standardizing recurring work, and turning your bookkeeping workflows into custom tools with AI.Read the guide
Build it yourself
What bookkeepers and bookkeeping businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client intake and pipeline
Capture leads, qualify opportunities and turn wins into a clear onboarding plan.
PromptBuild a client intake and pipeline app for my bookkeeping practice. Include a public lead form (name, email, phone, company, industry, headcount, entity type, monthly transaction volume estimate, services interested: monthly bookkeeping, cleanup, AP, AR, payroll coordination; preferred start date; notes). Create an internal pipeline with stages: New, Discovery scheduled, Proposal sent, Won, Lost. Add a client profile page storing scope, pricing estimate, assigned bookkeeper and target kickoff date. When a deal is moved to Won, auto-create an onboarding checklist (collect prior statements, chart of accounts, access details, outstanding items, first close date). Provide a dashboard for upcoming discovery calls and proposals due.
Recurring bookkeeping scheduler
Plan monthly, quarterly and annual tasks per client with due dates, assignments and progress.
PromptBuild a recurring work scheduler for bookkeeping. Create a Clients table with service frequency (monthly, quarterly, annual) and a Task Template library (reconcile accounts, categorize transactions, review AP/AR, close month, prepare management summary). Each period, auto-generate tasks per client with due dates (e.g., 10 days after month end), assignee, status, comments and links to related documents. Show dashboards for Due this week, Overdue, By assignee and By client. Allow editing of dates, reassigning tasks and marking items complete.
Client document portal
Let clients see requested items, upload files and answer questions in one place.
PromptCreate a client-facing document portal. Clients log in to see a Requested Items list with category, description, due date and status (Requested, Received, Needs clarification, Approved). Include file upload (multiple files), comment threads and the ability to mark an item as clarified. For staff, provide an admin view to create request templates (monthly close, year-end), assign them to clients, track received items and approve or request more info. Add an Open Items dashboard across all clients with filters for due soon and overdue.
Billing and time tracking
Track time and fixed-fee items, generate invoice drafts and monitor WIP.
PromptBuild a billing and time app for my bookkeeping practice. Allow team members to start/stop a timer or log manual time with date, client, service, notes, hours and rate. Support fixed-fee entries per period. Generate invoice drafts per client and period summarizing time and fixed-fee lines, with the ability to export to CSV. Track invoice status (Draft, Sent, Paid), payment date and amount. Include reports for Hours by client and service, Unbilled (WIP) by client and a simple realization view (hours vs. fixed fee).
Questions and answers
Common questions about Bookkeepers
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and refine it step by step until it fits your workflow.
Can I build a client portal for document requests and questions?
Yes. You can create a branded portal where clients upload files, see requested items, respond to comments and track what’s still outstanding.
We run everything in spreadsheets. Can I mirror that in an app?
Yes. You can model your existing columns and fields, import data via CSV and use forms and dashboards to update and report on it.
Can I manage monthly and quarterly work with deadlines for each client?
Yes. Build task templates by frequency, auto-generate each period’s tasks, assign owners and track status across clients from a central dashboard.
Build the app your bookkeepers and bookkeeping businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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