Books
Know where the books stand for every client, every month.
See every client's bookkeeping status at a glance, including who is on track, who is behind, and who needs attention before the end of the month.
The Dashboard
Your Monday morning view.
Open Cairn Books on a Monday morning and the firm sees every client's reconciliation status laid out clearly, with the accounts that need attention surfaced before the first cup of coffee is finished.
How It Works
Four steps, with nothing extra to learn
Add Clients
Build out your client roster with the right team member assignments and bank account details for each one.
Open Periods
Open a monthly reconciliation period for each bank account, with the task checklist your firm actually uses.
Track Tasks
Checklist-driven workflows keep every reconciliation moving forward, so nothing stalls between bookkeeper and reviewer.
Review
The firm-wide dashboard surfaces overdue accounts at a glance, so a manager sees what needs attention without chasing it down.
Nothing slips through the cracks.
If a reconciliation is not complete by the 15th of the following month, it gets flagged overdue and surfaces on the firm-wide dashboard automatically, so a manager sees the problem without anyone needing to set a calendar reminder.
Part of the Stack
Works with your Cairn suite
Cairn Stack
User provisioning and firm-level access control through the portal.
Cairn Statements
Cairn Books works alongside Statements for the full monthly bookkeeping cycle, so the firm processes statements and then tracks reconciliation status without leaving the suite.
Cairn Contacts
In DevelopmentLinks contact records to bookkeeping engagements, so the firm sees relationship context and institutional knowledge alongside reconciliation status when a question comes up about a client.
Ready to add Books to your stack?
We are onboarding firms one at a time to make sure every implementation is done right. Leave your information and we will reach out.