Client Portals, Websites and Billing for Bookkeepers, Built by AI

Mythex builds the software a small bookkeeping practice actually runs on: a website that prices packages by transaction volume, a client portal where receipts and transaction queries land in one place, and recurring invoices for monthly fees. You describe the practice in plain language, check the live preview, and publish it the same day.

What a bookkeeping practice needs from its software

Bookkeeping runs on a monthly close. Bank feeds and receipts arrive, transactions get coded and reconciled, and sales tax returns go out monthly or quarterly. The accounting platform handles the ledger well. What it rarely handles is everything around it: clients who photograph a receipt and send it through a messaging app at 11pm, a question about a payment that sits unanswered for two weeks, and no single view of which client's month is closed and which is waiting on them. Catch-up jobs land in a rush before filing deadlines, so the practice also needs a clear record of scope per client, or fees quietly fall behind the real workload.

One upload point for receipts and invoices that works from a phone browser
A list of open queries on unexplained transactions, answered by the client
Month-end status per client: open, awaiting client, reconciled, closed
Package scope recorded per client: bank accounts, payroll, filing frequency
Recurring fees billed at the start of each month, with extras for catch-up work

What you can build for bookkeeping services

A client portal that ends receipts-by-chat

Each client signs in and sees their own month: a place to upload receipts, a list of payments you need explained, and a status that tells them whether you are waiting on them. Monthly reports sit there for download. The answers to 'what was this payment?' stay attached to the transaction instead of getting lost in a long email chain.

Build a client portal for my bookkeeping practice. Each client logs in to upload receipts and invoices from their phone, answer a list of questions I post about unexplained transactions, see their month-end status (open, awaiting client, reconciled, closed) and download monthly reports.

A practice website that explains packages by volume

Prospects want to know three things: what it costs, which accounting software you work with, and whether you take on messy books. Show monthly packages by transaction count, list the platforms you support, explain catch-up work on its own, and end with an enquiry form that asks for monthly volume and current software so the first call starts informed.

Make a website for a small bookkeeping service. Show three monthly packages priced by number of transactions per month, a section on catch-up bookkeeping, the accounting platforms we work with, and an enquiry form asking business type, monthly transaction volume and current software.

A client list that records scope, not just names

Keep each client's accounting platform, bank accounts, sales tax registration, filing frequency, package and fee in one record. When a client opens a second bank account or adds payroll, the change in scope is written down, which makes the fee conversation short and factual.

Build a CRM for my bookkeeping clients. For each client store business type, accounting software, number of bank accounts, whether payroll is included, sales tax filing frequency, package, monthly fee and this month's close status. Let me filter by filing deadline.

Recurring invoices sent before the work starts

Bill monthly packages on the first of the month, add a line when transaction volume runs over the package, and invoice catch-up jobs separately with their own terms. You see who has paid and who has not without opening a spreadsheet.

Create an invoicing app for a bookkeeping practice. Generate recurring monthly invoices on the 1st for each client's package fee, let me add an overage line when transactions exceed the package, bill one-off catch-up work separately, and show unpaid invoices.

Discovery calls and monthly review slots

Let new prospects book a discovery call and let existing clients pick a short monthly review. Block the weeks before quarterly deadlines so nobody books an onboarding session when you are buried in returns.

Add a booking page for my bookkeeping service with a 30-minute discovery call for new clients and a 20-minute monthly review for existing ones. Block the last two weeks of each quarter.

A close-status board for the whole book of clients

See at a glance how many clients are closed for the month, which ones are waiting on paperwork, the filing deadlines in the next 30 days, and hours logged per client against their fee. The hours view is where outgrown packages show up first.

Build a dashboard for my bookkeeping practice showing clients by month-end close status, filing deadlines in the next 30 days, hours per client compared with their monthly fee, and monthly recurring revenue.

Moving clients off the messaging app

Clients send receipts by chat because it is the easiest thing in front of them. The portal has to be easier: a link they save to their phone's home screen, a single upload button, and no password reset every month. Start by moving your three most chaotic clients, the ones who send twenty photos at once, and ask them to use the portal for one month. Once their queries list shrinks and they see the month marked closed, they tend to stick with it, and you can roll it out to everyone else.

Keep the upload screen to one button
Post queries as a short list, one transaction per line
Mark the month closed so clients see progress

Client financial data and access

A portal holds bank statements and invoices, so each client must only see their own records. Ask Mythex for separate logins per client and an admin role for your team, and keep reports out of email attachments where possible. Your app runs on a real database attached to the project; decide with your clients how long you keep documents after an engagement ends, and write that into your engagement letter.

Questions

Can clients upload receipts from their phone?

Yes. The portal works in the phone's browser, so a client can take a photo of a receipt and upload it straight into their own folder. Files are kept in the file storage Mythex attaches to your project.

Does this replace my accounting software?

No, and it should not. Keep the ledger in the accounting platform you already use. Mythex builds the pieces around it: the portal, the client list, the website and the recurring invoices.

Can each client only see their own documents?

Yes. Ask for separate client logins and an admin role for your team, and each client sees only their own uploads, queries and reports. Check the behavior in the live preview with two test clients before you invite real ones.

Do I need to know how to code?

No. You describe what you want in plain language, Mythex writes the app and shows a live preview, and you change it by chatting. The code is there if you or a developer ever want to look at it.

Is it free to start?

Yes. The Free plan needs no credit card and gives you daily credits, enough to build and publish a first version. Pro is $25/month and adds code editing, export, GitHub and a custom domain.

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