A dashboard for bookkeepers
A dashboard for a bookkeeping practice shows each client’s month at a glance: bank feed connected, receipts outstanding, books reconciled, report sent, invoice paid. It fills itself from your email and checklists, so on the fifth of the month you know exactly which clients are holding up the close without opening a dozen files.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your bookkeeper that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
The monthly checklist, visible
Every client has the same steps. Showing them as a board makes stuck clients obvious and keeps nothing in your head.
A client who has skipped several months of receipts is a different conversation from one who is always on time. The board shows which is which.
Know your practice
Which clients take the most of your time for the least fee, which pay late, which are about to outgrow you. A dashboard can show that from your own records.
Westward builds these as custom systems that live on your accounts.
Keep it private
Client financial data deserves tight access. Decide who sees what, and use sign-in with a one-time code rather than shared passwords.
Never store logins in plain text or in email. Ask clients to share access through the accounting software’s own invite feature.
Picture this
Examples of what it can look like in a bookkeeper. Illustrations, not clients.
On the sixth, the board shows eleven clients closed, four waiting on receipts and two waiting on a statement.
A list sorts clients by hours spent against what they pay, so you can adjust your offers.
A client portal shows each owner their open questions and the latest report.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your bookkeeper that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Is this just a spreadsheet?
It replaces the spreadsheet you update by hand with one that updates from your email and files.
Can clients log in?
Yes, if you want. They would see only their own items.
How do I show clients their status?
A portal page can show their open items and the latest report, so they stop asking.
More AI for bookkeepers
What Westward builds for this
A dashboard that runs itself in similar businesses