Automated document request campaigns with checklists that track what each client has provided versus what is missing. Software for planning projects, assigning tasks, tracking deadlines, and collaborating with your team.
If any of these sound familiar, you are not alone. Most bookkeeping businesses deal with these every day.
Monthly close processes that drag on because clients are slow to provide bank statements and receipts
Managing access to dozens of client accounting platforms each with different logins and security requirements
Scaling the business beyond owner-operated because no documented workflows exist for staff to follow
Pricing services profitably when some clients take triple the expected hours due to messy books
Year-end CPA handoff that requires compiling a year of work into a clean package under deadline pressure
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Automated document request campaigns with checklists that track what each client has provided versus what is missing
Centralized client portal management with secure login tracking and platform access notes per client
Documented workflow templates for monthly close, reconciliation, and reporting that new staff can follow consistently
Time tracking per client that reveals true service cost and informs pricing adjustments for unprofitable accounts
Year-end package assembly with standardized deliverables that CPA firms expect, generated from your existing records
Software for planning projects, assigning tasks, tracking deadlines, and collaborating with your team. Keeps everyone aligned on what needs to happen, who is doing it, and when it is due.
See how Deelo stacks up against popular project management tools for bookkeeping businesses.
| Feature | Deelo | Asana | Monday.com | ClickUp |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $24.99/seat/mo | $9 - $19+/seat/mo (min 3 seats) | $0 - $12+/seat/mo |
| All-in-one platform | ||||
| Project Management features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Automated document requests reduce monthly close time by 35%
Time tracking reveals 20% of bookkeeping clients are underpriced
Get started with project management software built for bookkeeping businesses. Free to start — no credit card required.