Bookkeeping
Bookkeeping in Review Monster's CRM pulls in your business bank transactions and sorts them for you. Connect your bank once, read-only, and every charge and deposit shows up on its own.
Your rules handle the routine stuff, like fuel, dump fees and materials. You look over what they did and approve it, a whole page at a time if it's right.
A read-only bank feed
The connection can see transactions. It can't move money. New transactions come in on their own, so the books build up through the month instead of in one long night.
Rules you control
A rule says something like "anything from this gas station is Fuel." Once a rule exists, matching transactions are filed for you every time. You can run your rules again over the feed whenever you change them.
- Auto-categorizing rules you write
- Approve in bulk or one at a time
- Split one transaction across categories
- Receipts matched to the charges they paid for
Feeds your reports
The same rules can also tag your advertising spend. A charge from Google Ads or a Yelp bill gets filed against that ad source, which is how the KPIs report works out what each source costs you and what it earns.
In practice
It's the first of the month. The owner opens Bookkeeping and sees 140 new transactions, 120 of them already categorized by his rules. He scans the list, approves those in one go, splits a hardware store charge between Supplies and Tools, and writes one new rule for a dump site he started using. He's done in fifteen minutes.
Step-by-step help for bookkeeping is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can the bookkeeping connection move money out of my account?
No. The bank connection is read-only. It brings transactions in and can't make payments or transfers.
Can I approve a lot of transactions at once?
Yes. Once your rules have categorized them, you can approve them in bulk or go through them one at a time.
Does bookkeeping work with my receipts?
Yes. Receipts paid with the business account are matched to the bank charges they belong to, and receipts paid another way are listed so your bookkeeper can enter them.
Works well with
Snap a photo at the register. The merchant, amount and category are read for you and kept for good.
ReportsSee sales, what each ad source costs and earns, and how many leads turn into booked, paid jobs.
PaymentsTake cards online through your own Stripe account, save cards on file and track every refund.
Bookkeeping comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.