Keep every client’s bookkeeping work moving.
Recurring jobs, team tasks and requests for missing information, connected to the client they belong to. Open Crank and see what needs attention next.
Built for small bookkeeping firms · Start with one client
The work in Crank
The next month is already on the calendar.
Set up a project template for work you repeat. Schedule it for each client so the next period starts with a real plan, including task owners and due dates.
Explore recurring work →
See who has it, and what’s stuck.
A firm-wide view brings together work from different clients. Your team can see their assignments, spot overdue tasks, and hand work to the right person.
See the monthly workflow →One shared picture of the work, from what’s due now to what’s waiting on a client.
- Know what’s next. See upcoming and overdue tasks across clients.
- Know who owns it. Give each task a clear team member.
- Keep the context. Open the client and see the work behind the task.
The question stays with the client.
Need an August statement? Send a request from the client record. Your client replies through a signed link and can attach the file. The conversation stays visible to your team alongside the work it affects.
See client requests →-
Schedule August bookkeeping The project and its tasks appear for this client.
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Assign the reconciliation Everyone can see who owns the next step.
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Ask for a missing statement The request and reply stay with the client.
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Finish the work Review what is complete and what still needs attention.
Your books stay in QuickBooks.
Crank handles the work around them. Connect a QuickBooks Online company to import customer records and keep supported client details linked. Your accounting transactions remain in QuickBooks.
What the QBO connection does →Try it with one real client.
Bring over one monthly job. You’ll know quickly whether your team has a clearer view of the work and the follow-up.