Books Check

Small

Accounting · Accountant, firm staff

Month-end close checklists and reconciliation tracking.

Built in this build

Per-client close checklist
Reconciliation steps (bank, ledgers, VAT)
Problem item notes
Checklist templates
Staff assignment
Settings
Close-risk summary from problem items
Close duration summary

Vision (needs external services)

Stuck-step reminder
CSV import
Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Per-client close checklist
Reconciliation steps (bank, ledgers, VAT)
Problem item notes

Admin modules

Checklist templates
Staff assignment
Settings

AI capabilities

Close-risk summary from problem items

Automations

Stuck-step reminder

Analytics & reports

Close duration summary

Integrations

CSV import
Email

Mobile

Mobile step check-off

Roles & permissions

Accountant
Staff

Accounting →

Fee Folio

Firm fees: monthly billing and collections tracking.

SGK Desk

Track SGK hire/exit filings and deadlines to dodge administrative fines.

Doc Drawer

Financial document archive: POAs, signatory circulars, contracts, expiry alerts.

Receipt River

Receipt/invoice collection: clients snap, AI extracts the data.

Describe what your business needs — DevAny does the rest

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