Bookkeeping,
simplified.
WorkpaperOS Books helps CPA firms manage client bookkeeping with automated reconciliation, real-time dashboards, and seamless collaboration.
Everything your firm needs for client bookkeeping
From bank feeds to financial reports, streamline every step of the bookkeeping workflow.
Multi-Client Dashboard
View all client books from a single dashboard. Track deadlines, open items, and reconciliation status at a glance.
Bank Feed Integration
Connect bank accounts and automatically import transactions. Categorize with smart rules that learn over time.
Auto Reconciliation
Match transactions automatically with intelligent rule-based reconciliation. Flag exceptions for manual review.
Journal Entries
Create, review, and post journal entries with full audit trail. Recurring entries and templates included.
Period Close Checklists
Standardize your month-end close with customizable checklists. Track progress across all clients.
Client Reports
Generate financial statements, custom reports, and dashboards your clients can access through a secure portal.
We're building
WorkpaperOS Books
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