Crank · Bookkeeping workflow
Crank gives small bookkeeping firms a shared place to manage recurring client work. See what is due, who owns the next task, and which missing documents are holding up the month—without piecing the answer together from inboxes and spreadsheets.
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Turn your service process into project templates with task lists, owners, and due offsets. Schedule the template for a client so each new period begins with a defined set of responsibilities. Pause a schedule or skip the next occurrence when the work changes.
Keep client records, projects, assignments, and overdue work connected. A shared view makes it easier to see the next handoff instead of relying on one person to remember every outstanding item.
Create a request for a client contact, explain what you need, set a due date, and assign a team member. Clients reply through a signed link and can attach files. The conversation stays with the request, and the shared inbox shows replies that need attention. Repeat requests and reminders support ongoing document collection.
Connect one QuickBooks Online company to import eligible customers and link supported customer details to Crank client records. The integration is focused on customers; transactions, reconciliations, and the accounting books stay in QuickBooks.
Use the repeated work your firm already knows as the starting point. The schedule organizes the process; your bookkeepers still make the accounting and review decisions.
Assign a monthly project template to a client, with task owners and due dates.
Send a request for the bank statement or clarification the assigned bookkeeper needs.
Review the client’s reply and attachments in the request conversation, then continue the work.
Check task completion and outstanding items before moving the project through your firm’s review process.
Write down the tasks your team repeats, who owns each one, and what information you need from the client. Build a template, schedule the work, and try a real document request before expanding to the rest of the firm. If you use the QBO connection, confirm the company and eligible customer records you intend to link.
Choose Crank when the bottleneck is coordinating recurring client work and collecting missing information. It does not sync bank transactions, reconcile accounts, or close the books for you. Client-specific questions and professional judgment remain with your team.
Practical answers about Crank.
Small bookkeeping firms that repeat work across multiple clients and need a shared view of projects, tasks, requests, and handoffs. Its focus is the operational work around bookkeeping, rather than a general-purpose task list for every industry.
It connects one QBO company to import eligible customer records and link supported customer details. It does not transfer bank transactions, perform reconciliations, or replace QuickBooks as the accounting system.
They receive a signed link to the request page, where they can reply and attach files. Your team can follow the conversation and attachments in context rather than sorting through unrelated email threads.
Yes. Crank supports monthly, quarterly, and yearly project schedules, with controls to pause a schedule or skip its next occurrence. Templates provide a repeatable starting point without making every client’s work identical.
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