For Accounting and Bookkeeping Firms

Month-end, without the re-keying.

Knotwork enters bills, pulls reports and moves numbers between the desktop accounting software your clients run, and every entry waits for your okay.

Try:
Start your free trial14 days free · we set up your first automation with you

What you can hand it

Bills and receipts

Vendor bills that arrive by email, entered with the right vendor, date, amount and account, following each client's rules.

Month-end reports

The same reports pulled from the same screens every month, saved where you want them and ready to send.

Spreadsheets in, entries out

Client exports and spreadsheets turned into entries, or charts and workbooks you can hand to the client.

Every entry approved

It pauses before saving and shows you exactly what it will post. Nothing lands in a client's books without a yes.

Built for software like
QuickBooks DesktopSage 50DrakeUltraTaxExcel

Each app is checked on a real computer before we call it proven. The proven list is on the homepage.

How it works

  1. 01Describe the jobIn plain English, the way you'd brief a new hire. Knotwork writes the plan and shows you every step first.
  2. 02It follows your rulesTeach it once. It keeps a playbook for each of your apps, and follows your rules every time.
  3. 03You say yes, it savesNothing is saved without your okay, and every run can be replayed screen by screen.

Built for the person who has to say yes

Automation you can hand real work to, because you can see and stop everything it does.

Nothing saved without your okay

It pauses, shows exactly what it's about to save and the screen it's on, and waits for you. Approve from your phone.

It learns your way of doing things

Teach it rules like you would a new hire. It keeps a playbook for each app and follows it every time.

Every run, replayable

Each task keeps every screen it saw and every step it took. Share a replay with anyone you choose.

Only the apps you choose

The limit is enforced on your own computer, not just in the instructions. Personal apps are always off-limits.

See it on your own software.

Start a free trial and we’ll set up your first automation with you, or book a call and bring the task your team dreads most.