Everything you need to run your practice
Kestrel Accounts tracks the work of doing the books. It sits alongside your accounting software and manages the workflow around it.
A checklist that runs your month
Four recurring sections
Categorize transactions, reconcile accounts, additional items, and reports. Items repeat monthly, quarterly, or annually on the client's fiscal calendar, reorder by drag, and roll forward automatically.
Reports shipped, month closed
Record when each report went out, mark the month shipped, and see shipped, force-shipped, and overdue badges across your client list at a glance.
Everything you're waiting on, in one view
Pending client requests
The statement you asked for three weeks ago shouldn't live in your memory. Track every outstanding ask per client and per month, mark reconcile items as statement-requested with one click, and see a firm-wide roll-up of everything still open.
Notes everywhere they belong
Month notes on the client, drawer notes on individual accounts and requests, comments on advisory recommendations. Context stays attached to the account, request, or recommendation it describes.
Advisory notes & projects
Capture recommendations worth revisiting, like entity changes, payroll, and cleanups. Track one-off projects alongside the recurring work, split between contracted and recommended.
From first call to signed client
Prospect pipeline
Move leads through discovery, intake, and estimate stages with a structured intake form. Pricing estimates calculate from transaction volume, and signed prospects convert into fully set-up clients in one click.
Your team, one workspace
Invite team members with role-based access. Every firm's data is fully isolated: your clients are visible to your firm and no one else.