Practice CRM
Clients, entities, tasks, and deals on one Kanban. A status change moves the work forward on its own.
The practice OS for bookkeeping firms
One ledger for the whole firm.
Clover Books puts your CRM, client portal, document capture, and audited write-back to QuickBooks Online in one place. Instance-per-firm, so the data stays yours.
Net income · MTD$0
RECONCILIATION LIVE
Invoice_4821.pdfReceived from Lighthouse LLC
Draft transactionExtracted · $4,820.00
Reviewed & approvedEB drafted · MR approved
Posted to QuickBooksAudit #a3f9c1 · chained
What’s inside
Every part of the engagement, connected.
No more bouncing between a CRM, a shared drive, and QuickBooks. The work, the documents, and the books live on one spine.
Client portal
Clients upload documents, watch a live P&L, and message your team — branded to your firm.
Document capture
Drop a PDF. Extraction drafts the transaction and routes it straight to a review queue.
QuickBooks write-back
Approved entries post to QuickBooks Online exactly once — idempotent, never doubled.
Automation engine
Declarative rules turn one status change into the next set of tasks and notifications.
Hash-chained audit log
Every write is chained and verifiable, with segregation of duties enforced by design.
From inbox to books
Four steps from a document to an audited entry.
- 01
Capture
A client or a staff member drops a document into the portal.
- 02
Extract & review
Extraction drafts a transaction; a second set of eyes approves it.
- 03
Post to QuickBooks
The entry posts once to QBO, the system of record.
- 04
Audit
The action is hash-chained into a tamper-evident trail.
For your clients
A portal clients actually open.
Give every client a branded window into their own numbers — and a faster way to get you what you need.
- Live P&L and reports, refreshed from QuickBooks
- Upload documents straight into your review queue
- Message threads that keep the back-and-forth in one place
portal · Lighthouse LLC
Revenue$128,400
Expenses$80,150
Net income$48,250
Reconciled · as of today
Tamper-evident by design
Every action, hash-chained.
Each write links to the one before it, so the trail can be verified end to end. Drafting and approval stay in separate hands — segregation of duties isn’t a policy you remember, it’s a rule the system keeps.
draftapprovepostverify
Put the whole firm on one spine.
Open the dashboard and see your practice end to end.