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Timer for your business

CRM, automation and AI for accounting and bookkeeping firms.

Timer runs an accounting or bookkeeping firm on one system: client CRM, engagement letters, document requests, recurring work, retainer billing and AI.

01 What it does

What software should an accounting or bookkeeping firm run on?

Timer runs an accounting or bookkeeping firm on one system: a built-in CRM, engagement letters with e-signature, document requests and reminders, recurring work, retainer invoicing and automation, with Pallas, Timer's AI, working across all of it.

CLIENTSEvery client on one recordThe company, its owner, the finance contact, the signed letter, every email and every invoice.
LETTERSEngagement letters, signedScope, fees and billing terms, drafted from what was agreed, then signed, dated and attached to the client.
DOCUMENTSRequests that remind for youEach client gets a list of what is missing, and reminders run until it arrives.
WORKRecurring work with an ownerMonth-end close, payroll and filings open every period with a checklist and a name on each step.
FEESRetainers billed on the dayThe monthly fee goes out on the agreed date, and late payments are followed up.
GROWTHNew clients, already checkedProspecting finds businesses that fit the firm and scores them before a partner spends an hour on them.

The ledger knows the numbers. Timer knows the client: the statements still missing, the fee still unpaid and what you promised them in March.

02 Month-end

What does month-end close look like at a bookkeeping firm on Timer?

On Timer, the partner, the bookkeepers and the admin team work the close from one record per client, and Timer does the chasing and the remembering between them.

08:30The close listPallas lists what needs the firm today: eleven clients missing bank statements, two filings due, one retainer invoice twenty days late.
09:10Receipts by emailA restaurant client emails fourteen receipts instead of using the request. Timer files them on the client, and the list shows what is still missing.
11:45A new client signsThe engagement letter comes back signed. The onboarding Flow sends the welcome and the document checklist, and work can start.
14:20A tax noticeA notice from the tax authority arrives by email. Timer files it on the client and gives the accountant responsible a task.
17:00Closed and billedThe partner approves a bakery client's month-end report, it goes out, and this month's cleanup work is invoiced the same afternoon.

Nobody spent the morning on the phone asking for statements, and every message that left followed a rule the firm set.

03 Documents

How do I stop chasing clients for documents every month?

Timer sends each client one request listing exactly what is missing this period, reminds them on the schedule your firm sets, and files whatever comes back, uploaded or emailed, on the client's record.

01RequestedBank statements, receipts, payroll reports and sales invoices every month, and the year-end papers for the tax return, with a place to upload each one.
02RemindedAfter the days you choose, a polite reminder names what is still missing and the cutoff date.
03Emailed insteadA client replies with attachments instead. Timer reads the firm's mailbox and files them on the client anyway.
04EscalatedStill missing after the last reminder, the client moves to the bookkeeper's call list, with the history attached.
05CompleteWhen the list is complete, that client's close is ready to start, and the bookkeeper knows.

A simple cadence is three, seven and fourteen days: a reminder, a second one saying the cutoff is close, then a call. The firm sets it, per client if one always runs late.

04 CRM or practice management

Do accountants need a CRM or practice management software?

An accounting firm needs both once every client carries an engagement letter, a monthly document list, deadlines, a retainer and years of email. Timer is both on one client record: practice management for the work and a built-in CRM for the relationship, so nothing is entered twice.

What an accounting firm runs on Timer
What the firm needsIn Timer
Clients, companies and their contacts on one recordIncluded
Proposals and engagement letters with e-signatureIncluded
Monthly and year-end document requests with remindersIncluded
Recurring close, payroll and filing work, with an owner per stepIncluded
Deadlines per client, on the firm's calendarIncluded
Retainer invoices, extra-work billing and late-payment follow-upIncluded
Finding new clients that fit the firmIncluded
Answers from your own records, with the sourceIncluded

A spreadsheet holds the client list. It never reminds anyone that the March statements are still missing.

05 Automation

What should an accounting firm automate first?

Start with the work that repeats every period and costs money when forgotten: onboarding, document requests, the monthly close, filing deadlines and retainer invoices. In Timer each one is a Flow, and the firm decides which run on their own.

ONBOARDNo work before the signatureWhen the engagement letter is signed, the welcome and the onboarding checklist go out. Until then, nothing starts.
RECURThe close opens itselfEach period every client's close opens as a project, with its checklist, owner and due date.
DEADLINEFiling dates in sightEach client's filing and tax return dates sit on the calendar, and the accountant responsible is reminded before the cutoff.
BILLOut-of-scope work billedThe retainer goes out on the agreed date, and work outside the engagement letter, a cleanup or a catch-up, is invoiced when it is signed off.
REVIEWFees reviewed every yearEach retainer comes up for review beside what the client actually needed from you that year.

A one-person practice turns on the same Flows as a firm of thirty. Automation takes the chasing and the copying, and the judgment stays with the accountant.

06 AI and client data

Is it safe to use AI with my accounting clients' data?

Yes, on Timer. Pallas, Timer's AI, answers from your firm's own records and shows the source of every answer, and client data stays in the EU, isolated to your firm's organization and never used to train AI models.

ASKWhich clients have not sent this month's bank statements?Answered from the requests and the mailbox, with each client linked.
ASKWhat did we agree with the bakery about payroll fees?The signed engagement letter and the email that changed it, side by side.
ASKWhich retainers have not been reviewed in two years?A list the partner can work through before the next fee review.

That is a sentence your engagement letter and AI policy can carry word for word. Nothing reaches a client until someone says yes, and every consequential action is recorded by Timer Seal. Read more on how Timer handles data.

07 Handover

What happens to a client when a staff accountant leaves the firm?

On Timer the client stays with the firm. Every email, call, signed letter, deadline and promise sits on the client record with its source, so the replacement inherits the whole history on day one.

01The promise in an emailA fee agreed in a reply two years ago is on the client, not lost with a former colleague.
02Who approved whatEvery signature, approval and fee change is dated and recorded by Timer Seal, and each recurring invoice sits next to the signed letter that authorized it.
03The handover in one questionThe new accountant asks Pallas what is open and gets the deadlines, missing documents and unpaid invoices, each with its source.

See how a firm keeps what its people know when they move on in the professional services case study.

08 Cost

How much does Timer cost for an accounting firm?

An accounting or bookkeeping firm runs on Timer Business Essential, from €200 a month for the practice, billed monthly with no contract.

Business Essential€200/moStarting price, for the whole firm: partners, accountants, bookkeepers and the admin team on one memory.

Weigh it against one month of chasing statements by phone, or one year of cleanup work done and never billed. The firm's memory exports in full if you ever leave. Get started and a person sets up the firm's account with you.

09 Start

How does an accounting firm start on Timer?

An accounting firm starts on Timer by connecting the mail, calendar and files it already uses, and Timer reads them from day one, with nothing to migrate and nothing to tag.

01ConnectGmail, Outlook or any IMAP mail, Google or Apple Calendar, Google Drive, WhatsApp and Zoom. Nothing is switched off.
02Bring the clientsImport the client list from a spreadsheet. Timer proposes the column mapping and previews it before anything is written.
03Turn on one FlowStart with next month's document requests, because every member of the team already knows that chase.
04Decide what runs aloneEverything waits for a person's yes until the firm decides a step may run on its own.

Start with next month's document requests. By the end of that close, the firm knows what it no longer has to chase.

Close next month without chasing statements by phone

Connect the firm's mail and calendar, bring in the client list, and let Timer send next month's document requests and reminders. Pallas drafts, your team approves.

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