The new AIstandard forbookkeeping firms.
Greenbar is advanced AI for bookkeeping firms: documents chased, the month prepared for your review, the firm in one place.
- Client documents chased
- Closes ready to sign off
- Every deadline in one place
- Fees billed on the 1st
Free to join. No card.
Where the month goes.
Still waiting on October's bank and card statements.
Statements that never come in
The $1,000 ATM withdrawal on Oct 3? No idea.
Questions asked a month too late
9 client closes waiting for your sign-off.
Every close waits on your review
Can you just look at last year's books too?
Work outside the package, never billed
Let the AI handle your month-end.
Chases clients for statements and receipts
Reconciles every account to the statement
Asks the client while the month is fresh
Flags what needs your eye
October close · 6 accounts · difference 0.00
- Every AI step on the record
- Nothing goes out without your OK
The whole firm on one screen.
Every client and its month
Every deadline in one place
Fees and billing by client
Who on your team has what
Today
- Statements requested4 clients · second reminder sentAI
- Bank rec tied outDifference: 0.00AI
- Question sent to the clientA $1,000 ATM withdrawal, Oct 3AI
- Ready for your review5 closes · reconciled and categorized
How the AI works a month.
- 01
Collect the documents
AIRequests statements and receipts
- 02
Reconcile every account
AITies out each account
- 03
Ask the client
AIAsks while the month is fresh
- 04
Review and sign off
AISends the reports after you sign off
Same clients. Less chasing.
- Statements and receipts
Reminders sent by handNowRequested and chased for you - Client questions
Asked weeks laterNowAsked the day it posts - Bank recs
One by one at month-endNowTied out as the month runs - Your review
Every client, line by lineNowPrepared, with what needs your eye - Deadlines
A spreadsheet or memoryNowOne list for every client - Billing
After the work, in piecesNowAt the start of the month
Built for bookkeeping firms
For the owners who sign off the month
- You sign off firstNothing leaves without your OK
- AI you can checkEvery step on the record
- Chasing handledStatements and receipts requested
- Every deadline in viewBy client, by the day
Questions
Who is Greenbar for?
The owners of U.S. bookkeeping and write-up firms, from a practice run from home to a firm with staff.
What does it do?
It chases clients for statements and receipts, reconciles the accounts, asks the client about what does not match, and puts the month in front of you to review and sign off.
Does anything go to a client without me?
No. You review the month and sign it off, and Greenbar sends nothing in your name before you do.
What does it cost?
We're opening access in waves. Joining the list is free, and we never ask for a card here.
When can I start?
We're opening access in waves. Join the list and we'll email you when it's your turn.
Who calls me if I book a call?
A person from Greenbar, at the time you pick from the link we email you.
What happens to my details?
We use them to give you access and the call you asked for. The privacy notice has the details.