Databookly automates categorization, reconciliations, and month-end close for bookkeepers, accounting firms, and their clients.
Runs on the 1st of every month. 3 of 5 steps completed automatically overnight.
| Step | Owner | Status |
|---|---|---|
| Import bank & card feeds | Automated | Done |
| Categorize 412 transactions | Automated | Done |
| Reconcile Chase Operating | Automated | Done |
| Request 3 missing receipts | Client | Waiting |
| Review & post adjustments | Maya R. | In review |
Trusted by 2,800+ bookkeeping and accounting firms who are done chasing clients for "just one more receipt."
Read firm storiesDatabookly learns each client's chart of accounts and vendor rules, then codes new transactions automatically for your review.
Bank, card, and payment processor accounts are matched daily, with exceptions flagged before close.
Missing receipts and documents are requested automatically, with reminders until clients respond.
QuickBooks Online, Xero, 12,000+ banks, Stripe, Square, Gusto, and receipt capture tools.
Build a close checklist once and run it for every client, every month, with clear owners and deadlines.
faster month-end close
saved every month
We took on 40 new clients this year without hiring. The recurring workflows handle the busywork that used to eat our whole first week of the month.
Categorization gets smarter every month. I mostly review exceptions now instead of coding hundreds of coffee shop receipts by hand.
Finally one place to see where every client stands on close. No more spreadsheets tracking who is waiting on what.
Automatic receipt requests changed our client relationships. They upload from their phone and we stop sending awkward reminder emails.
Clean, reconciled books all year means tax season is calmer than it has ever been. Our team actually takes weekends in March now.
I connected QuickBooks on a Friday. By Monday my close checklist was running for all 25 clients automatically.