Custom Software Development
Bookkeeply
Bookkeeply streamlines communication between accountants and their clients, replacing spreadsheets and manual feedback with a seamless platform for transaction categorization and real-time interaction — deeply integrated with Xero.
Tech Stack
Ruby on Rails
Hotwire
PostgreSQL
Xero API
SendGrid
The Project
Replacing spreadsheets with structure
Accountants spend too much time chasing clients for transaction clarifications over email and spreadsheets. We built Bookkeeply as a focused MVP — a platform deeply integrated with Xero that lets accountants send automated review requests, collect client confirmations, and push approved categorizations back to Xero without leaving the app.
What We Built
Core Features
- Client Management — Manage your client roster, configure Xero account sync per client, and set automated request schedules.
- Transaction Review — Clients confirm or comment on categorized transactions in a clean interface — no accounting software required.
- Xero Integration — Sign in with Xero, sync accounts automatically, and push confirmed categorizations back with one click.
- Notifications — SendGrid-powered email notifications keep clients and accountants in sync.
Team
- 1 Project Manager
- 1 Backend Developer
- 1 Frontend Developer
- 1 QA Engineer
"JetRockets went far beyond compared to any dev firm we hired before."
Let's Talk
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