A dashboard for bookkeepers
A dashboard for a bookkeeping practice shows each client’s month at a glance: bank feed connected, receipts outstanding, books reconciled, report sent, invoice paid. It fills itself from your email and checklists, so on the fifth of the month you know exactly which clients are holding up the close without opening a dozen files.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your bookkeeper to hand to AI first, what we would build, and roughly how long it takes.
The monthly checklist, visible
Every client has the same steps. Showing them as a board makes stuck clients obvious and keeps nothing in your head.
A client who has skipped several months of receipts is a different conversation from one who is always on time. The board shows which is which.
Know your practice
Which clients take the most of your time for the least fee, which pay late, which are about to outgrow you. A dashboard can show that from your own records.
Westward builds these as custom systems that live on your accounts.
Keep it private
Client financial data deserves tight access. Decide who sees what, and use sign-in with a one-time code rather than shared passwords.
Never store logins in plain text or in email. Ask clients to share access through the accounting software’s own invite feature.
Picture this
Examples of what it can look like. Illustrations, not clients.
On the sixth, the board shows eleven clients closed, four waiting on receipts and two waiting on a statement.
A list sorts clients by hours spent against what they pay, so you can adjust your offers.
A client portal shows each owner their open questions and the latest report.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- IRS: Circular 230: The rules for people who practice before the IRS.
- SBA: stay legally compliant: The Small Business Administration’s checklist for licenses, taxes and rules.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your bookkeeper to hand to AI first, what we would build, and roughly how long it takes.
Questions
Is this just a spreadsheet?
It replaces the spreadsheet you update by hand with one that updates from your email and files.
Can clients log in?
Yes, if you want. They would see only their own items.
How do I show clients their status?
A portal page can show their open items and the latest report, so they stop asking.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses