Journey · Month-end in one click
Month-end, finished. One ZIP, named the way your bookkeeper wants it.
Backbone checks that everything is in, lays out your folders and builds the export. You download it, or give your bookkeeper a login of their own.
7-day trial, card required. €0.00 due today.
From a messy download folder to a named ZIP.
Before
With Backbone
Five steps from open books to a handover.
Readiness first
A checklist shows if statements are complete, transactions and invoices are matched and documents are readable. Fix what is red, export when it is green.
Your folders, your names
Set the structure once: Ausgangsrechnungen, Rechnungen, Kontoauszuege and a report. Files are named from the invoice number and the client.
Build the month
Pick a month or the whole year and download one ZIP with a folder per kind of document.
Hand it over
Send the ZIP the way you do today, or invite your bookkeeper with the Bookkeeper role: they read everything and work on bookkeeping and exports, with no access to sales settings.
Send to bookkeeper
An email with a download link from the export screen.
Is September ready for my bookkeeper?
Everything's in. Say send, and you confirm who gets it first.
Or just ask. The same journey from the chat.
Billy in the app and the connector for your AI tool run the same functions with the same rules. Billy drafts; sending waits for your OK.
Set up in ten minutes. Four things, once.
- Upload the statements of every account
- Match the receipts (see No more shoebox)
- Open Export, check readiness and set your folders
- Ask your bookkeeper what names and folders they like
Export questions
Your sent invoices, the matched receipts, the bank statements and a report of open items as CSV, in folders you can arrange yourself.
Yes. You set the folders once, decide what goes into each and how the files are named. The structure is kept for next month.
That statements are complete, transactions are matched, invoices are matched and documents are readable. What isn't ready is listed, so you know before you export.
No. You can hand over the ZIP. A Bookkeeper role with a login of its own is also available, free for one bookkeeper per workspace.
Yes. Send to bookkeeper emails your bookkeeper a page with the contents and a download button. The link expires on the date shown.
A quarterly template for the Austrian UVA is coming soon.