Optimize Workflows in Accounting & Bookkeeping
Automate recurring bookkeeping, statement requests, and client ledgers.
Bookkeeping teams face the constant challenge of collecting monthly files and processing payroll. CoreBase helps accounting practices set up monthly recurring checklists and automate statement requests from clients.
Target Workflow Sequence in CoreBase
Visualizing how client requests flow through standardized pipeline stages seamlessly:
Monthly Ledger Creation
Checklists for bank entries and reconciliations are initialized for each client.
Auto Statement Extraction
CoreBase requests bank statements and receipts via automated templates.
Reconciliation Review
Bookkeeper reconciles bank books with ledger reports following checklist steps.
Monthly Finalization
Financial sheets are finalized, archived, and standard invoices are sent out.
Traditional Workflow Bottlenecks
Without specialized workflow management, accounting & bookkeeping face recurring operational delays that restrict billing growth and impact client retention:
Delays in receiving monthly bank statements and expense bills from clients.
Tracking recurring monthly/quarterly reconciliation and payroll schedules manually.
Managing files and bank entries across various client accounts.
How CoreBase Automates and Solves
CoreBase transforms manual processes into trackable, automated compliance pathways:
01.Recurring Ledger Checklists
Configure monthly bookkeeping pipelines that automatically reset and trigger assignments for your team every month.
02.Automated Monthly Statements Engine
CoreBase automatically alerts clients via email and WhatsApp on the 1st of every month to upload their statements.
03.Compliance Document Archives
Organize audited sheets, expense receipts, and ledger statements in a structured, accessible database.
Frequently Asked Questions
How do client file uploads work?
Clients receive a direct, password-free link to upload bank statements or receipts directly into their account vault without needing to install any software.
Can we manage bookkeeping teams?
Yes. Task and pipeline assignments let you allocate ledger duties and track the active workflow progress of each accountant.
Tailored Solutions for Other Industries
Ready to automate your accounting & bookkeeping workflows?
Discover how bookkeepers eliminate manual file requests with CoreBase. Schedule a personal walkthrough with our product team.