Client document portal
Requests, uploads and automatic reminders.
Custom software for accounting and finance teams.
Busy season shouldn't depend on chasing documents and retyping numbers. We build tools that collect, match and check, so your people can review rather than re-enter.
Common problems
Where the time usually goes.
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Chasing clients for documents
A simple portal shows clients what's missing and follows up on its own.
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Invoices get keyed by hand
Software reads the invoice, matches it to the purchase order and flags differences.
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Month-end runs on checklists in spreadsheets
One close tracker shows every task, owner and blocker.
What we can build
Examples for your kind of organization.
Every project starts by looking at how your team actually works, so yours may look different.
Invoice matching
Read, match and route invoices, with a person handling exceptions.
Close tracker
Tasks and sign-offs in one place, with a record of who did what.
Management reporting
Reports built from your own systems on a schedule.
Client onboarding
Engagement letters and setup steps, from signature to first task.
Reconciliation checks
Compare records across systems and surface what doesn't line up.
Handled with care
What we watch for.
Financial records are sensitive, and retention and privacy duties vary. We keep a clear record of every change, limit access and keep a person responsible for sign-off.
Related problems
Common places to start.
Retyping the same information
An order arrives by email. Someone types it into one system, then another, then a spreadsheet. It's slow and dull, and mistakes are easy to make.
Read moreDocuments piling up
Contracts, forms, invoices, reports. The information your business needs is locked inside PDFs, and someone has to read each one.
Read moreReports built by hand
Every month, someone exports from four systems, pastes it all into a spreadsheet and fixes what looks wrong. By the time it's ready, the numbers are old.
Read more
FAQ
Common questions.
Do you replace our accounting software?
No. We build around it and take the manual work out of what surrounds it.
Can AI be trusted with numbers?
Only with checks. We compare against your records and rules, and send anything uncertain to a person.
Partner with Inkwell
Tell us where the time goes.
A few sentences is plenty. We'll tell you honestly whether custom software makes sense.