Your clients’ books stay clean between visits.
Bookkite is a deterministic overnight ledger watch — not a flashy dashboard for the owner to ignore. It does the reconciliation, categorization, and queue-prep work that currently eats your week, then hands you an immutable, exportable record of every decision it made.
We don’t sell you automation. We shorten your work-week — the same way reconciliations used to happen on the kitchen table after the kids went to bed.
Hearthside Bakery · all autonomous actions
42 reconciliations · 3 categorizations · 1 held · 0 outbound sent
Mon 02:14 · Reconciled 14 Stripe payouts against QBO
Matched by deposit ref · 0 discrepancies
#a3f1d0Tue 04:01 · Held duplicate Mailchimp charge ($318)
Double-billed within 14d · not paid · in your queue
#7c2b51Wed 01:48 · Categorized 27 Amazon SKUs as Office Supplies
Within owner-set rules · $612 total
#e8917cFri 05:32 · Prepared Flourist wire $1,240 · held for Mon
Below $2,000 cap · awaiting your approve
#40ad12
What changes for your book
Three things you stop doing by hand.
Each one replaces a recurring chunk of the week with a deterministic pass that writes itself to a log you can hand to your client.
Categorization, vendor matching, and duplicate detection happen overnight against the books your client already keeps. When you open the file, the unreconciled stack is small, dated, and resolved.
The 90-day rolling cash forecast is refreshed nightly. You walk into the close with the bridge already drafted, the wire queue already sorted, and a written summary of the week waiting in your inbox.
Every reconciliation, categorization, and outbound payment is written to a tamper-proof log keyed by timestamp and reason. Your audit trail is the same one your client can request from us — same hash, same export.
Early access
What you can review
An audit surface, not a dashboard.
Authoritative framing, not marketing. These are the four artifacts your firm gets access to on day one of any pilot — everything else is a feature request.
Direct line: bookkite-4@polsia.app
For firms and solo practitioners; client-side onboarding is on us.
A weekly written summary, delivered to whoever you nominate — client, partner, or auditor.
A read-only seat scoped to your firm or to one client book; no admin rights needed.
A filterable action log: by date, by vendor, by dollar amount, by reason code, by who the book belongs to.
A signed CSV / PDF export on request — produced from the same hash chain your client sees.
Talk to us.
Accountants, fractional CFOs, and bookkeepers — not the business owners you serve. If you’re scoping a pilot or have a question about how the watch operates on your client books, drop a note below — we read every message ourselves.
Include your firm and a short note on your client book in the message below.