For small bookkeeping, accounting, and fractional-CFO firms
Carry more clients without adding a hire.
We build and look after the back-office work your firm still does by hand: chasing documents, following up on invoices, answering routine messages. Those hours go back into billable work. It runs on your own tools, in your firm’s name, and a person approves every step.
Runs on your tools, in your name. Nothing is sent without your approval.
- Northgate MechanicalINV-20434,180.004,180.00 tie
- Cedar & MainDEP-55211,290.001,290.00 tie
- Vero LandscapingACH-81002,640.002,640.00 tie
- Beacon DentalCHK-0417965.00965.00 tie
- Alderman & RoeWIRE-3303,845.003,845.00 tie
- Sable InteriorsACH-90041,610.001,610.00 tie
Manual mess → a ledger that ties out. Reconciled, balanced, held for a person. Nothing is posted.
The same discipline, hands-on: the approval desk
The reconciliation above is prepared and held, never posted. Here is that discipline you can touch: scattered work resolves into one queue, you approve each item, and it stops in a held outbox.
Incoming from your connected tools, checked against your rules
- AccountingNorthgate Mechanical · INV-204331 days overdue. Reminder drafted in your voice.Held · drafted
- InboxBeacon Dental · resend the W-9Routine. Reply drafted from your templates.Held · drafted
- UploadVero Landscaping · March statementClassified 0.86 · filed for review.Held · drafted
- Web formCedar & Main · disputes INV-1990Disputed. Never auto-answered.A person decides
Your rule. Overdue 14 days or more and undisputed, draft a reminder and hold it. Anything disputed waits for a person.
Held outbox, nothing sent
See activity held items, for a person, and the audit log
- Empty until you approve. Prepared work waits here. It never leaves your firm.
For a person
- Disputed or sensitive items are separated here.
Audit log
- 09:14 Desk prepared. 3 reminders drafted and held. 1 dispute separated for a person.
Scattered work, resolved into one queue you approve, then held and logged. Try it: approve a reminder and watch it stop in the held outbox.
Where your team’s week actually goes
If this sounds about right, you are the kind of firm this is built for.
- 01
Chasing clients for the documents and data that should already be here.
- 02
Re-keying the same figures between tools that do not talk to each other.
- 03
Following up on invoices that are already overdue, again.
- 04
Answering the same routine client messages a dozen times a week.
Not sure which of yours is worth fixing? The demonstrations show the kinds of workflow that are easy to overlook.
Working demonstrations
Not screenshots. Each one is a small, real slice of a working system, grouped by the kind of work it takes off your desk. Every one runs on sample data, needs no form, and never sends anything.
Workflow systems, internal tools and dashboards
Bookkeeping · accounting · fractional-CFOAR Exception Desk
Overdue-invoice follow-up
A prioritised queue, drafted in your voice. You approve. Disputes are held for a person.
Open demonstrationbank-statement-mar.pdf
Document Operations Console
Intake and the document chase
See what arrived, confirm a classification, chase what is missing. Every step is audited.
Open demonstrationWorkflow Reliability Control Room
Monitoring and reliability
Healthy, delayed, failed. Retries and escalations are held for a person, never silent.
Open demonstrationCustomer and contractor communication systems
Firms and trades with routine messagingSocial media production systems
Businesses producing regular contentOne method · your firm’s idiom
One discipline. Twelve firms. Twelve completely different systems.
The mechanics are the same everywhere: work arrives, a rule sorts it, a person approves, output is held and logged. The system is built to fit how each firm actually works. These are twelve fictional firms, the same service designed twelve ways. Notice how differently each one is shaped, even in grayscale. It cycles on its own, or pick one.
| Date | Memo | Account | Debit | Credit | Balance | St |
|---|---|---|---|---|---|---|
| 03/02 | Northgate Mechanical · INV-2043 | 1200 · AR | 4,180.00 | 31,995.00 | ✓ | |
| 03/02 | Northgate Mechanical · March service fees | 4000 · Rev | 4,180.00 | 112,400.00 | ✓ | |
| 03/11 | Payroll run 2214 · gross wages | 6000 · Wages | 7,410.00 | 44,900.00 | ✓ | |
| 03/11 | Payroll run 2214 · bank transfer | 1000 · Cash | 7,410.00 | 13,735.00 | ✓ | |
| 03/14 | Alderman & Roe · WIRE-330 | 1000 · Cash | 3,845.00 | 17,580.00 | ✓ | |
| 03/14 | Alderman & Roe · INV-2031 settled | 1200 · AR | 3,845.00 | 28,150.00 | ✓ | |
| 03/16 | Sable Interiors · ACH-9004 | 1000 · Cash | 1,610.00 | held | ||
| 03/16 | Sable Interiors · INV-2038 settled | 1200 · AR | 1,610.00 | held |
Marrow & Fen is a bookkeeping practice. Its system reads like a dense, keyboard-first ledger where debits tie to credits and a person posts. Same method, held for a person, nothing sent.
Explore all 12 systemsYour tools. Your name. A person approving every step.
The honest answer to the question every firm owner asks: what will you touch, and what stops it going wrong.
Your accounts, not ours
Everything runs on your own tools, in your firm’s name. We never hold your customer relationships.
A person approves every step
Nothing goes out to a client until someone on your side approves it. Consequential actions always wait for a human.
Least privilege, revocable
We ask only for access to the one workflow, and you can revoke it at any time. We store no customer data.
Monitored, with alerts
We watch that the work keeps running and tell you if anything breaks, so a silent failure never costs you a client.
Access is least-privilege, scoped, and revocable, and nothing acts without a person.
Start with a free review of one costly workflow
Free. Read-only. Five business days. An application is required, and we may decline if it is not a good fit.
You apply
Tell us the one back-office workflow that costs your firm the most time.
What you send
One workflow. The single thing that costs your firm the most time.
We review it with you
If it is a fit, we look at that one workflow, read-only, over five business days.
What happens
Read-only, five business days, and free. We may decline if it is not a good fit.
You get a plan you keep
A written baseline of how it runs today, one recommended improvement, and one fixed price to build it.
What you keep
A written baseline, one recommended improvement, and one fixed price. Yours to keep.
Founding limit Three firms is a real capacity limit, not a countdown. Building the fix is always a separate, paid step.
We start with bookkeeping. The service is broader.
Three families of custom work, all built the same way: on your tools, monitored, and human-approved.
- 01
Workflow systems, internal tools & dashboards
Bookkeeping, accounting & fractional-CFO firms (where we start)
The repetitive back-office work between your tools (follow-up, document handling, reconciliation prep, reporting), built into reliable systems your team oversees.
- 02
Customer & contractor communication systems
Firms and trades with fragmented client messaging
Routine inbound and follow-up messaging drafted in your own voice and approved by a person. Never automated cold outreach, and never sent without review.
- 03
Social media production systems
Businesses producing regular content from their own media
A production pipeline that turns a business’s own media into scheduled, on-brand content options. A person chooses and approves before anything is published.
Questions firm owners ask
?Who is this actually for?
Owner-operated bookkeeping, accounting, and fractional-CFO firms with roughly 2 to 20 staff, where the same back-office work is done by hand every week. That is where we are starting, and where the demonstrations are aimed.
?Can I try them without talking to anyone?
Yes. Every demonstration is interactive and needs no form and no sign-up. Approve a reminder, resolve an exception, or retry a failed run, and watch that nothing leaves the page.
?Will you have access to our client data?
Only the least access needed for the one workflow, on your own accounts, and you can revoke it any time. We store no customer data, and a person on your side approves anything that would reach a client.
?Is the review really free? What is the catch?
It is a founding program. We are new and want a few real results to point to, so we do three reviews at no cost. You keep the assessment and the quote with no obligation. Building the improvement is the paid part.
Apply for a founding review
One free review of one costly workflow. Three firms. No obligation, and building the fix is a separate paid step.