crank.
Monthly bookkeeping

The monthly work, all in one place.

A month of bookkeeping is more than a checklist. Crank keeps the project, owners, client questions and handoffs tied to the same client.

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Bookkeeping work moving through four stages Four connected stages carry work from an open circle through active work, a waiting marker, and a completed check mark.
Plan the work

Build the steps your firm actually uses.

Create a template with the lists and tasks your team repeats. Schedule it for each client on a monthly or quarterly cadence.

How recurring work works →
Crank project templates for several repeatable accounting workflows
Actual Crank demo workspace · project templates
Make the work visible

Know the next action on every client.

In the firm board and team views, work can be assigned, progressed and reviewed. A late client response does not need to disappear into someone’s personal inbox.

What you can see
For the firm

Projects in progress, overdue items and work waiting on a client.

For each person

Assigned tasks, due dates and internal discussions.

For each client

Services, current work, requests, messages and notes.

Follow through

Move a client reply back into the work.

Create a request for a statement or explanation, set a due date and owner, then see the reply in a shared conversation. The project can show its related requests.

See client requests →
Crank team work view showing tasks assigned across client projects
Actual Crank demo workspace · team work

Start with the next close.

Use one client’s monthly bookkeeping job to see how your team works in Crank.

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