›“Start onboarding for new accounting client”
WorkflowDocumentsMissing fields
Multi-client accounting workflow funnel
Manage client bookkeeping workflows without chasing documents across email, portals, and spreadsheets.
Map the first client document or close-review workflow so staff can see request status, missing evidence, reviewer, and handoff in one place.
Install solution packStart with one workflow, not a platform migration.
Start a guided pilotStaff chase the same client evidence from multiple places.
Partners cannot see aging requests across clients quickly.
Review notes and handoffs are hard to reuse.
One queue for missing evidence, reviewer ownership, and client handoff status.
Preview an office workspace supervising client document request, close review, exception, and onboarding workflows.
Pilot outputs include one workflow map, one workspace preview, and one evidence-backed rollout recommendation.
Works around the office systems already used for bookkeeping, documents, and client communication.
Coordinates accounting-office workflows without replacing professional accounting systems or reviewer judgment.
Best fit: accounting offices and outsourced finance teams managing repeatable client bookkeeping workflows.
Frequently asked questions cover workflow scope, pilot expectations, and rollout boundaries.
Robo Meister coordinates office workflows; it does not replace professional accounting judgment.
Accounting offices • Founder pricing live
Run 25 to 500 client workspaces from one office dashboard.
For offices tired of chasing clients for bank statements and building close packets manually. One office workspace, separate client workspaces, clean handoff.
Primary conversion path: accounting offices in supported states can buy a founder subscription through hosted checkout. Polish accounting-service marketplace offers stay separate.
Start with one office workflow — client documents, monthly close review, exception queue, or onboarding — then expand client workspaces after proof.
Choose a founder tier, confirm a supported state scope, then continue to secure hosted payment checkout.
Pricing from Silver • Eligible accounts activate a 365-day free trial with no payment today; the shown price is due after the trial ends.
Canonical demo fixture
- • 1 office workspace supervising 5–10 client workspaces.
- • Document-request queue per client with due-date tracking.
- • Missing-document reminders with reviewer escalation.
- • Invoice + document workflow from intake to billing handoff packet.
Safe claims guardrail
This workflow assists office teams. It does not autonomously run accounting, does not guarantee full tax compliance, and is not a QuickBooks replacement.
Who this page is for
Accounting office managing books for multiple clients. One client = one workspace.
If you do your own books only, use /solution/accounting-us.
I do my own books →
Command Center
See office plans
What Command Center can do here
Type a client-service command. Robo Meister resolves office workflows, client context, missing evidence, and review queues without replacing professional accounting judgment.
›“Request missing bank statements”
Dynamic actionDocumentsClient context
›“Show clients with overdue documents”
QueueDeadlinesProgress
Command Center examples describe module-, workflow-, and context-resolved actions. Execution depends on configured permissions, available data, and review gates.
Founder office plans
Choose the accounting-office workspace tier first
These founder prices cover the U.S. accounting-office SaaS workspace package. Choose by client-workspace volume, office seats, support level, and how much setup help you want first.
Founder pricing is intentionally cheaper for early offices while the broader resale and state-pack rollout remains beta.
Selected launch state
Choose a state scope. States marked self-service eligible and fully published in rollout metadata can proceed directly; any future non-eligible state remains guided review until P1 public-launch and P2 office-operations gates pass.
Office Starter
Founder betaFor small offices standardizing their first multi-client workflow.
$99
/month
Monthly founder billing · workspace tier shown in checkout
- ✓ 25 included client workspaces
- ✓ 10 office-user seat limit
- ✓ Setup approach matched to the tier
- ✓ Client workspace registry included
- ✓ Shared docs enabled for each client workspace
- ✓ Basic handoff status; progress tracking starts in Growth
- ✓ Optional first-five client bootstrap checklist
- ✓ Email support
Office Growth
Founder betaFor growing offices that need a larger pool and review cadence.
$249
/month
Monthly founder billing · workspace tier shown in checkout
- ✓ 100 included client workspaces
- ✓ 30 office-user seat limit
- ✓ Setup approach matched to the tier
- ✓ Client workspace registry included
- ✓ Shared docs enabled for each client workspace
- ✓ Progress tracking included
- ✓ 20 starter client workspaces pre-created for rollout
- ✓ Standard rollout support
Office Scale
Founder betaFor larger offices that want founder-scale pricing before public pricing.
$599
/month
Monthly founder billing · workspace tier shown in checkout
- ✓ 500 included client workspaces
- ✓ 80 office-user seat limit
- ✓ Setup approach matched to the tier
- ✓ Client workspace registry included
- ✓ Shared docs enabled for each client workspace
- ✓ Progress tracking included
- ✓ 50 starter client workspaces pre-created for rollout
- ✓ Priority rollout support
Client workspace registry
One client company gets one dedicated workspace, so its books, shared documents, and workspace members stay isolated while your office manages the portfolio from one dashboard.
Provisioning model
Starter creates client workspaces on demand. Growth uses a hybrid rollout with 20 pre-created workspaces. Scale stages 50 pre-created workspaces for larger launch waves.
Scope disclaimer
Workspaces provide bookkeeping workflow support, shared-doc collaboration, and rollout controls only. They are not filing automation, legal advice, or compliance certification.
Rollout status reflects current package maturity for bookkeeping workflow support. It is not a filing/compliance certification.
Launch offers
Need help implementing? Add it to the subscription
Optional add-ons for readiness, migration, or guided rollout after the subscription tier is selected.
15-min Fit Call
Fixed scopeWe check state and entity fit before checkout.
$499
one-time
SKU office-launch-review
- ✓ 15-minute state and entity fit call
- ✓ Workspace-tier recommendation before checkout
- ✓ Clear next step for self-service or guided rollout
Client Migration Sprint
Pilot setupPackage the first controlled migration sprint for offices moving active client books into the U.S. workspace flow.
$1,500
one-time
SKU office-migration-sprint
- ✓ Up to 10 client-workspace migration plans
- ✓ Close checklist and exception-routing setup
- ✓ Bank-linking readiness review for pilot accounts
Managed Office Rollout
Guided launchGuided rollout support for larger offices that need operator runbooks, reviewer cadence, and launch evidence.
$4,500
one-time
SKU office-managed-rollout
- ✓ Up to 30 client-workspace rollout plans
- ✓ Reviewer queue and close-evidence operating runbook
- ✓ Two rollout review checkpoints with action log
Current office value
Built for day-to-day accounting office operations
Multi-client bookkeeping operations
Standardize chart, posting, and close work across client books without promising one-size-fits-all office packaging.
Controlled review queues
Route exceptions and reviewer approvals into clear queues with accountable ownership.
Bank-linked workflows
Ingest, match, escalate, and reconcile transaction activity with visible operator trails.
Close evidence & handoff packets
Produce practical handoff bundles for partner or licensed accountant review.
What’s ready now / what’s still controlled
Ready now
- Controlled close
- Review queues
- Reconciliation flow
- Handoff packets
Controlled / beta
- Broader state rollout
- Larger office segmentation
- Automated checkout-to-provisioning handoff across all payment states
- Office resale model beyond the founder SaaS workspace package
Need rollout help before checkout?
Teams in supported states can buy directly above. Use this form when you need custom migration help, office-specific review, or guided rollout planning before purchase.
Limitations and scope guardrails
- No automated filing submission claim.
- No universal compliance guarantee or complete jurisdiction-wide coverage claim.
- Not a replacement for licensed accountants.
- Not yet optimized for full office marketplace / resale structure.
- Larger offices may require staged role segmentation and review-queue tuning.
Ready to start? State-scoped self-service is the primary path
Choose a founder tier, complete hosted checkout for a supported state, and keep guided rollout as the fallback for complex office launches.