Will this replace QuickBooks?

No. We build the client portal and review workflow around your process. The ledger stays in QuickBooks (or the books tool you already use). We help with the handoff — we don’t become the books.

What problem are you actually solving?

Getting documents, reviews, and expectations out of email and into one place clients understand — so your team isn’t hunting threads before they can open the file.

Do I need a long requirements document?

No. Walk us through a normal month-end for a client: what you ask for, what stalls, what “done” looks like. That’s enough to start.

What does pricing look like?

Custom portals for small firms can start around $1,000 depending on what you need. We’ll scope it before we build.

Hey App Works · Industries

Custom Software for Bookkeeping Firms

Your clients need a clear place to upload, review, and finish asks — while your team keeps the books in the tools you already trust. Tell us how your month runs. We’ll build a portal around that. We don’t replace QuickBooks.

Tell us what you need How it works

Client portal · Northline Co

Waiting on you

3 items to review

Due Fri · March close

Approve categorization

12 transactions flagged

Open in QuickBooks

Upload March statements

Chase + Amex

Upload files

Confirm payroll totals

We prepared the summary

Review & confirm

The problem

Email became the client portal.

Many firms chase statements and approvals through inboxes and shared drives. Work stalls when clients don’t know what’s waiting on them — or when “please review this” disappears into a thread.

Document and info requests vanish into email
Clients don’t know what still needs their eyes
“Where are we on this client?” takes too long to answer
Timing and “what’s needed next” aren’t written down clearly
Opening QuickBooks still means hunting for the right files first

What we could build

What we could build for your firm

A calm client portal for gathering info, setting expectations, and getting reviews done — with a clean handoff toward QuickBooks. Hey App Works does not manage the ledger or replace your books.

Client portal & clear asks

Each client sees what’s requested, what’s uploaded, and what’s still missing — without digging through personal inboxes.

Review queues for clients

Flag items that need a client look: categorize, confirm, approve — so reviews actually get finished.

Expectations & due dates

Spell out what you need by when, and what’s blocked on them vs on your team.

Internal status for the month

Bookkeepers see which clients are waiting on documents, reviews, or ready for the next step.

Handoff toward QuickBooks

When it’s time to work in the books, the portal helps you (or the client) open or link out to QuickBooks — as a handoff, not a second ledger.

These are examples of workflows we can combine or customize — not a promise that every bookkeeping firm build includes all of them.

Workflow around the books — not instead of them

Solo bookkeepers and small firms share the same pain: getting information and reviews done on time. We build the client-facing side of that. Your accounting work stays in QuickBooks (or whatever you use). We don’t pretend to be the books.

Example: one client’s review cycle

1
You post what’s needed this month
Bank statements, receipts, and a short list of items to review appear in the client’s portal.
2
Client uploads and checks items off
They see what’s still waiting on them. Your team sees progress without chasing email.
3
Review asks get finished
Flagged questions get client answers in one place instead of a long reply chain.
4
Ready for the books
With info and reviews in, your team continues in QuickBooks — using the portal as the handoff, not the ledger.

Common questions

Will this replace QuickBooks?: No. We build the client portal and review workflow around your process. The ledger stays in QuickBooks (or the books tool you already use). We help with the handoff — we don’t become the books.
What problem are you actually solving?: Getting documents, reviews, and expectations out of email and into one place clients understand — so your team isn’t hunting threads before they can open the file.
Do I need a long requirements document?: No. Walk us through a normal month-end for a client: what you ask for, what stalls, what “done” looks like. That’s enough to start.
What does pricing look like?: Custom portals for small firms can start around $1,000 depending on what you need. We’ll scope it before we build.

Why Hey App Works

Buy ready-made software

Fast to start — until your business doesn’t match the template. Then you bend how you work to fit the tool.

Traditional custom development

Built around you, but often priced way outside a small business budget — and easy to get stuck with after launch.

Hey App Works

Tell us how you work. We build an app around it, host it, and keep it running. You pay to get your version built and a monthly fee to keep using it.

Tell us what you need See how pricing works