Live demoSee the actual product in action before you book a call.
Click here to view the live demo (opens in a new tab)Most bookkeeping practices run on a spreadsheet of clients, a shared inbox, a scheduling link and a folder of PDFs. This is one system: a staff workspace for clients, leads, calendar, messages and billing, plus a branded client portal where your clients drop documents, read their reports and pay.
How it helps
Every client record holds the engagement, the contacts, the documents and the whole message history. New enquiries land as leads and move through your pipeline instead of sitting in an inbox.
Clients get a clean portal to upload statements and receipts, download finished reports, and see exactly what's outstanding — so you stop chasing paperwork by email.
Threaded messages attached to the client record, plus a calendar for close deadlines, review calls and onboarding — so nothing lives only in someone's head.
Recurring engagement fees, one-off cleanup work and catch-up projects, invoiced from the same record the work happened in — and reported on so you know which clients actually pay for themselves.
Inside the platform
Two views over one dataset: your team works the practice dashboard while each client only ever sees their own portal.
The client portal: upload what's asked for, read the report, pay the invoice.
| Lead | Source | Stage | Est. / mo |
|---|---|---|---|
| Tidewater Fitness | Website form | Proposal sent | $650 |
| Marsh & Co. Law | Referral | Discovery call | $1,200 |
| Bayside Bakery | Website form | New | $400 |
| Weighted pipeline | $1,780 |
Leads from the site move through real stages instead of living in an inbox.
| Client | Service | Amount | Status |
|---|---|---|---|
| Harbor Dental | Monthly engagement | $450 | Due |
| Nine Yards Coffee | Monthly + payroll | $780 | Paid |
| Kestrel Landscaping | Cleanup project | $2,400 | Partial |
| Total invoiced | $24,150 |
Billing lives beside the work, so revenue per client is never a guess.
Live demo
This is the actual working platform — the public site, the staff workspace and the client portal — not a mockup. Walk through it end to end.
Open the live bookkeeping demo (opens in a new tab)It's a live build with sample data. Nothing you do in the demo affects a real practice.
Running implementation
Warm Bookkeeping Co. is the live build of this platform: a public marketing site with services, industries and pricing, a staff workspace for clients, leads, calendar, messages, team and billing, and a client portal covering documents, reports, messages and invoices.
It is described here as what it is — one practice's working system, built end to end, and the template for the next one.
Staff workspace
Clients, leads, calendar, messages, team and billing in one app.
Client portal
Documents, reports, messaging and invoices, branded to the practice.
Site included
Services, industries, pricing and intake all feed the same records.
Pricing
One price for the practice workspace, the client portal and the public site — no per-seat surprises as your team grows.
Quoted after we see your operation
Covers configuring the platform around your practice: services and engagement types, your client list and contacts, document request templates, invoicing rules, branding and data import.
Flat monthly fee per operation
Exact numbers depend on client count, how many staff need access, and how much history needs importing. Book a demo and you'll get a real figure.
FAQ
Tell us about your practice — how many clients, what your close process looks like, and where the paperwork gets stuck — and we'll walk you through the workspace and the client portal on a live call.
Prefer email? Reach us at hello@deelahsystems.com.