Software for accountants
Custom internal tool for accountants
Most accounting firms I talk to mention the same thing: monthly management reports are rebuilt by hand. The custom internal tool deals with it quietly while you're deep in year-end season. A small web app that replaces the spreadsheet your team has outgrown.
What this fixes for accounting firms
Monthly management reports are rebuilt by hand. Nobody at a three-person bookkeeping practice signed up for that part of the job, and the custom internal tool handles it.
What it looks like in practice
Imagine a three-person bookkeeping practice. The sheet that tracks engagements has grown to twelve tabs and breaks when two people edit it. It becomes a small app with a form, a list and a history of who changed what.
How it works for accountants
Here is how the custom internal tool runs day to day for accounting firms.
- We map what the spreadsheet does today.
- I build a simple app with the right screens.
- Data moves over from a Google Sheet.
- Permissions and history are added.
- Your team gets logins and a walkthrough.
Tools it connects to
You keep working in Xero, QuickBooks and HubSpot. The custom internal tool sits alongside, built with Next.js, Supabase and n8n.
Questions from accounting firms
Does the custom internal tool work with Xero?
It depends on your Xero plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the custom internal tool, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The custom internal tool sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built