RaftWorks
Live reports from QuickBooks
Profit and loss, balance sheet and cash flow pulled from QuickBooks with the sync time visible, so the firm never has to send the report. Click any line to drill into the transactions behind it.
See it in TrupennyA client portal for accounting firms, synced to QuickBooks.
We build client portals for bookkeeping and accounting firms: clients see their own live reports, upload receipts that match themselves to transactions, ask questions and pay their subscription in one place. The firm keeps doing the books in QuickBooks; the portal replaces the inbox full of “can you send the P&L?” emails.
Free call · Fixed-scope quote within 48h
Build sheetAccounting client portal
- Replaces
- Receipts forwarded as attachments, report requests by email and document folders nobody can find.
- Who uses it
- The firm’s clients, and bookkeepers managing many clients from an admin desk.
- Timeline
- 3 to 5 weeks to a portal your clients log into.
- Stack
- QuickBooks APIPlaidStripe BillingZendesk
- Access
- Every data source shows its last-synced time and can be revoked; a revoked source drops the portal to read-only rather than showing half-updated numbers.
- Shipped
- Trupenny
- Price
- Fixed scope, fixed price, quoted within 48 hours of the scoping call.
What it does.
Each feature below is running in production in the case study it links to.
Receipts matched automatically
Clients drop PDFs, images or statements into a vault; files attach to transactions by date and amount, and the bookkeeper’s queue updates the moment a missing receipt arrives.
Billing without contacting sales
Stripe Billing handles subscriptions, plan changes, proration, dunning and failed-payment retries from one settings page.
An admin desk for the firm
Bookkeepers manage many clients from one desk, work a categorisation queue with AI-suggested categories, and answer questions through an integrated support desk.
Shipped in this lane, live with users.
The build this page is based on, documented end to end. Browse all case studies.
Don’t change the firm
The best portal leaves the bookkeeping workflow exactly where it is.
Firms know how to do the books in QuickBooks. What breaks is everything around it: clients who cannot find their reports, receipts lost in email, billing questions in the same inbox as tax questions.
Keep reading
Trupenny wrapped that operation in a product without asking the firm to change how it works in QuickBooks. The portal reads from it and gives the client one place to look.
Trustworthy numbers
A dashboard must never show a half-updated figure.
Each connection (QuickBooks, bank feeds, Stripe, the document vault) is named, timestamped and revocable. If one is disconnected, the product degrades to read-only instead of displaying numbers built from incomplete data.
Five steps, no month-three surprise.
Fixed scope, a demo every Friday, and a first clickable version around day 7. The full process is on the home page.
- Day 0 Scoping call Thirty minutes to map the product and pick the stack. Fixed quote within 48 hours.
- Week 1 Wireframes to a clickable version Screens, flows and the data model. On day 7 you click, not read.
- Weeks 2 to 3 Core flows, demoed every Friday Built and integrated in the open. You test on the real build.
- Week 4 QA, deploy, handoff Deployed to production with handoff docs and a recorded walkthrough.
- Ongoing Sprints as usage teaches you A retainer or feature sprints, monitored, async over Slack and Loom.
Accounting client portal: a fixed-scope build
For small and mid-sized businesses replacing email threads and shared spreadsheets with a tool built around how they work.
3 to 5 wks- Scoping call, written scope and a fixed price within 48 hours
- Clickable version around day 7, then a demo every Friday
- Roles and permissions for every type of user
- Integrations with the tools you already run
- Deployed to production with handoff docs and a recorded walkthrough
- Code and data in your own accounts
Add-onsAI features · data migration from your spreadsheets · mobile app · monthly support retainer
Fixed scope · Fixed price
Demo every Friday
Asked before every accounting client portal build.
Everything else gets answered on the scoping call.
Live financial reports, a secure document and receipt vault, a way to ask questions, and subscription billing, all tied to the firm’s accounting system.
Yes. Trupenny uses QuickBooks Online as the source of truth through its official API, with bank feeds through Plaid.
No. The portal reads from QuickBooks, so the firm’s bookkeeping workflow stays the same.
Yes. Stripe Billing handles subscriptions, plan changes, proration and failed-payment retries.
Typically 3 to 5 weeks, as a fixed-scope, fixed-price build quoted within 48 hours of the scoping call.
Want one built around your team? Let us scope it.
Bring the spreadsheet or process you want to replace. In 30 minutes we map the tool, recommend a stack and send a fixed-scope quote within 48 hours.