The month ahead, on one screen
Everything due in the next fourteen days, grouped by date and colour-coded. Overdue is impossible to miss.
TEMPLATES / ACCOUNTING FIRMS
Client & deadline tracker
Every client, what they owe you, and which filing deadline is next — in one screen instead of a spreadsheet per person.
Stop missing filing deadlines and chasing documents by phone.
5–10 days
To a system your team is using
Your language
And your country's rules and currency
From €29
Per month, everything included
01 What you get
One page per client
Their details, their fee, their package, every obligation and every document you are still waiting for.
Deadlines that repeat themselves
Mark a monthly return as filed and the next period appears automatically, with the correct due date already set.
Document chasing, tracked
What you asked for, when you asked, and who still has not sent it — oldest first, across all clients.
02 Who it is for
Built for accounting firms
Accounting and bookkeeping practices with 3–15 staff, running dozens of clients on spreadsheets and memory.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
Law firms
Matters, hearings & billable time
Every matter, the next hearing date, and the hours nobody wrote down — recorded while the work is still being done.
The resultBill the hours you actually worked and never miss a court date.
Estate agencies
Properties, viewings & buyer matching
Every listing, every registered buyer, and the match between them made the morning a property comes in.
The resultCall the right five buyers the day a property lands, not the week after.
Insurance brokers
Policies, renewals & commission
Every policy you placed, the date it renews, and the commission you are owed for it.
The resultRenew the book you already have instead of losing it quietly.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →