Now welcoming founding pilot firms

Stop chasing monthly client documents.

Turn recurring checklists into review-ready packets. Clients upload without another account, and your team sees what is missing or questionable before bookkeeping begins.

Illustrative workflowRiverbend Dental · February Needs review
Business cardStatement · needs confirmation
Start your pilot See how it works

Founders Pilot for bookkeeping and CAS firms with recurring client work.

ILLUSTRATIVE PRODUCT VIEW Riverbend Dental · Monthly packet
February 2026
Stage 3 of 5
Document checklistStatus
Operating accountStatement · Feb 1–28 Accepted
Payroll summarySummary · February Accepted
Business cardStatement · needs confirmation Needs review
Merchant activityStripe · February Requested
Review in progress AI-assisted · human-approved

The work before the work

Month-end often starts with a document chase.

01Late or incomplete files stall the work before it reaches a bookkeeper.

02Email, shared drives, and underused portals make the real status hard to see.

03Wrong-period, partial, duplicate, and unreadable files surface too late.

04Teams rebuild the same packet by sorting, renaming, and checking every month.

→MonthBridge turns that repeated chase into one visible, review-ready handoff.

How it works

One clear path from request to review.

Each client-period packet moves through the same visible workflow, so owners, operations teams, and reviewers share one view of what is ready.

  1. 01

    Request

    Send the right recurring checklist for the client, period, and account sources.

  2. 02

    Upload

    Clients upload files from phone or desktop without creating another portal account.

  3. 03

    Check

    MonthBridge classifies, renames, and flags likely issues against the requested item.

  4. 04

    Review

    Your team confirms classifications, resolves exceptions, and decides what is accepted.

  5. 05

    Export

    Download a clean packet with organized files, a manifest, and clear exceptions.

Built for your firm

For firms that have outgrown the monthly workaround.

A focused document-readiness layer for the firms, teams, and systems that already own the accounting work.

10–100

recurring monthly clients

A practical fit for bookkeeping, CAS, and accounting firms where intake work repeats each month and packet status matters across a team.

Recurring monthly workflows with predictable checklists and due dates.

Email, shared storage, or underused portals still carrying too much of the chase.

Owners and operations teams seeking capacity relief and clearer handoffs.

Works beside the current stack without replacing accounting, storage, or practice-management systems.

Founders Pilot

A guided start for recurring monthly work.

The Founders Pilot begins with workflow setup and synthetic validation, then moves to real client documents only after the required firm and product trust gates are complete.

Start your pilot

Review the current security, privacy, and Sandbox boundaries.

01

Guided setup

Configure recurring checklists and the first client workflows around how your firm already operates.

02

Direct product support

Work directly with MonthBridge as your team begins using the workflow.

03

A direct feedback channel

Share what the team sees in day-to-day use and help shape the improvements that matter most.

04

A controlled first client group

Define a focused rollout plan before any approved real-document use begins.

FAQ

Practical questions, answered plainly.

The details buyers usually need before starting a pilot conversation.

Can we upload real client documents to the public Sandbox?

No. The current Sandbox is for synthetic workflow validation only; real client documents remain blocked until the published production-readiness gates are complete.

Do clients need to create an account?

No. Clients receive a no-login upload link for the specific client-period checklist they need to complete.

What stays under our team’s control?

Your team reviews suggested classifications, resolves exceptions, and decides whether a document is accepted and a packet is ready.

Does MonthBridge make accounting decisions?

No. MonthBridge prepares documents for review; it does not make bookkeeping, tax, legal, compliance, or ledger-posting decisions.

How do we get started?

Send the short inquiry below; the founder will follow up about fit, setup priorities, trust requirements, and a practical first client group.

Start your pilot

Tell us where the month gets stuck.

Start with three contact details, then answer two quick fit questions; sharing workflow context is optional.

What happens next

The founder will review your workflow and follow up about fit, setup priorities, and a practical first client group.

1 Contact 2 Your workflow
Step 1 of 2

Let’s start with you.