Onboarding new clients and preserving consistent bookkeeping conventions across a firm is now streamlined. A guided setup workflow walks through essential account configuration, while firm memory rules store verified coding preferences so assistants categorize recurring expenses consistently.
Structured client setup checklist
Setting up a new client file can involve dozens of checks. The guided setup assistant walks through remaining setup tasks step by step. It inspects connected bank feeds, scans historical payees to identify active payment processors, identifies outstanding loans, and highlights accounts that require mapping.
For questions that only the business owner or controller can answer, the assistant formulates specific questions and files confirmed answers directly into client knowledge memory.
Firm memory and client coding rules
Bookkeeping practices often vary by client. Firm memory allows bookkeepers to define explicit rules for recurring vendors, department allocations, and tax codes. When an assistant prepares future transaction batches, it references confirmed firm rules and client knowledge, reducing categorization errors and eliminating repeated corrections.
Preflight validation against company settings
Before proposing transaction batches, preflight checks verify that target accounts, classes, and locations are active in the company file. If a company file disables class tracking or requires location codes on expenses, plans adapt to those constraints before reaching review.
Improvements
- Setup checklist highlights unmapped accounts and unfed bank sub-accounts
- Processor discovery identifies Stripe, Square, and PayPal from transaction history
- Saved rules can be reviewed, edited, and sorted in the console
- Preflight validation catches closed accounting periods before proposing entries