Automate client scheduling for bookkeeping and monthly close workflows

Automate client scheduling for bookkeeping and monthly close workflows

Reduce no-shows, collect documents on time, and keep recurring finance meetings on schedule with Cal.com Workflows.

Reduce no-shows, collect documents on time, and keep recurring finance meetings on schedule with Cal.com Workflows.

Dashboard of setting up an automated workflow in Cal.com for bookkeeping, showing a pre-close reminder email requesting bank statements and receipts before a monthly review.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

How it works

How it works

Set up smart, reliable workflows for every client touchpoint, from discovery to monthly close.

Set up smart, reliable workflows for every client touchpoint, from discovery to monthly close.

01

Create your booking flows

Build intake and recurring event types for consultations, onboarding, monthly close reviews, and quarterly tax check-ins. Add buffers, round-robin routing, and time zone handling for distributed clients.

02

Collect required documents automatically

Trigger reminders to request bank statements, receipts, and payroll exports before meetings. Use email, SMS, or WhatsApp to nudge clients until everything needed for reconciliation is received.

03

Automate reminders and follow-ups

Send confirmations, pre-meeting reminders, and post-meeting follow-ups with links to next steps or payment. Reduce back-and-forth and keep every bookkeeping cycle moving on time.

Benefits for bookkeeping teams and their clients

Benefits for bookkeeping teams and their clients

Streamline scheduling, reduce administrative work, and deliver a professional experience across every engagement, from first call to monthly close and year-end.

Streamline scheduling, reduce administrative work, and deliver a professional experience across every engagement, from first call to monthly close and year-end.

Image showing a Cal.com meeting reminder for a bookkeeping review on a mobile device, prompting the client to prepare statements and receipts.

01

Cut scheduling admin by automating the routine

Automate confirmations, reminders, reschedules, and document collection so your team spends less time emailing and more time delivering accurate books. Clients see a clear, reliable process for every engagement.

02

Reduce no-shows across recurring reviews

Pre-meeting reminders via email, SMS, and WhatsApp keep clients accountable for monthly and quarterly finance reviews. You get predictable attendance, timely approvals, and fewer last-minute changes that disrupt the close.

Image of a bookings dashboard listing bookkeeping meetings such as onboarding, monthly close, and tax prep with client names and times.

03

Collect documents on time, every time

Request bank statements, card exports, payroll, and receipts with timed nudges. Use conditional workflows to escalate reminders, notify account managers, or pause meetings until required documents are received.

04

Deliver a premium client experience at scale

Provide a consistent, branded journey for small business bookkeeping clients. Offer self-serve booking, clear reminders, and follow-ups that link to invoice payment, secure upload portals, or recurring engagement checklists.

Image of a branded email template for bookkeeping reminders asking clients to upload statements before the meeting.

Features tailored to bookkeeping operations

Features tailored to bookkeeping operations

Open-source, API-first scheduling infrastructure that fits your practice, your stack, and your compliance needs.

Open-source, API-first scheduling infrastructure that fits your practice, your stack, and your compliance needs.

Recurring workflows for monthly close

Automate pre-close document requests, reminders, and post-close follow-ups tied to recurring events for each client, so your cycle stays consistent.

Multi-channel notifications

Send branded updates via email, SMS, and WhatsApp. Configure timing, frequency, and recipients to match your engagement model and client preferences.

Intake forms and routing

Qualify prospects, route leads to the right QuickBooks bookkeeper or team, and capture accounting needs, entity type, and software usage before the first call.

Calendar, CRM, and inbox integrations

Connect Google, Microsoft, Slack, and more. Push notes to your CRM, notify channels, and keep your bookkeeping pipeline in sync without manual effort.

Self-hosting and granular control

Choose hosted or self-hosted deployments. Meet security and compliance needs while retaining full control over data and workflows.

Developer-ready API

Extend workflows with webhooks, custom logic, and integrations to your ledger tools and document portals. Build exactly what your practice needs.

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Questions fréquemment posées

Questions fréquemment posées

Voici quelques-unes de nos questions les plus fréquentes.

Voici quelques-unes de nos questions les plus fréquentes.

Can Cal.com handle recurring client meetings like monthly close reviews?

Yes. Create recurring event types and pair them with workflows that request documents, send reminders, and schedule follow-ups so every monthly close stays on track.

How do reminders help virtual bookkeeper teams reduce no-shows?

Set timed reminders across email, SMS, and WhatsApp. Include prep checklists and upload links so clients arrive ready. Consistent nudges improve attendance and shorten meetings.

Can I route new leads to the right bookkeeper automatically?

Yes. Use routing rules and intake forms to direct prospects by industry, entity size, or tools used. Round-robin across a team or assign to a specialist for faster time to value.

Does Cal.com work with QuickBooks-focused practices?

Absolutely. Many firms offering small business bookkeeping use Cal.com to coordinate recurring reviews for QuickBooks clients and to route calls to the correct QuickBooks bookkeeper.

Is this suitable for outsourced bookkeeping providers?

Yes. Outsourced bookkeeping teams use workflows to manage global time zones, automate pre-meeting requests, and keep communication consistent across many client accounts.

Can I self-host for compliance needs and control data?

Yes. Cal.com supports self-hosting so you control data residency and access. You keep flexibility while maintaining the same powerful scheduling and workflow features.

Do you offer an API to customize workflows?

Yes. Developers can create, update, and manage workflows via API and webhooks, integrate with ledgers or document portals, and adapt scheduling to firm-specific processes.

Can Cal.com handle recurring client meetings like monthly close reviews?

Yes. Create recurring event types and pair them with workflows that request documents, send reminders, and schedule follow-ups so every monthly close stays on track.

How do reminders help virtual bookkeeper teams reduce no-shows?

Set timed reminders across email, SMS, and WhatsApp. Include prep checklists and upload links so clients arrive ready. Consistent nudges improve attendance and shorten meetings.

Can I route new leads to the right bookkeeper automatically?

Yes. Use routing rules and intake forms to direct prospects by industry, entity size, or tools used. Round-robin across a team or assign to a specialist for faster time to value.

Does Cal.com work with QuickBooks-focused practices?

Absolutely. Many firms offering small business bookkeeping use Cal.com to coordinate recurring reviews for QuickBooks clients and to route calls to the correct QuickBooks bookkeeper.

Is this suitable for outsourced bookkeeping providers?

Yes. Outsourced bookkeeping teams use workflows to manage global time zones, automate pre-meeting requests, and keep communication consistent across many client accounts.

Can I self-host for compliance needs and control data?

Yes. Cal.com supports self-hosting so you control data residency and access. You keep flexibility while maintaining the same powerful scheduling and workflow features.

Do you offer an API to customize workflows?

Yes. Developers can create, update, and manage workflows via API and webhooks, integrate with ledgers or document portals, and adapt scheduling to firm-specific processes.

Can Cal.com handle recurring client meetings like monthly close reviews?

Yes. Create recurring event types and pair them with workflows that request documents, send reminders, and schedule follow-ups so every monthly close stays on track.

How do reminders help virtual bookkeeper teams reduce no-shows?

Set timed reminders across email, SMS, and WhatsApp. Include prep checklists and upload links so clients arrive ready. Consistent nudges improve attendance and shorten meetings.

Can I route new leads to the right bookkeeper automatically?

Yes. Use routing rules and intake forms to direct prospects by industry, entity size, or tools used. Round-robin across a team or assign to a specialist for faster time to value.

Does Cal.com work with QuickBooks-focused practices?

Absolutely. Many firms offering small business bookkeeping use Cal.com to coordinate recurring reviews for QuickBooks clients and to route calls to the correct QuickBooks bookkeeper.

Is this suitable for outsourced bookkeeping providers?

Yes. Outsourced bookkeeping teams use workflows to manage global time zones, automate pre-meeting requests, and keep communication consistent across many client accounts.

Can I self-host for compliance needs and control data?

Yes. Cal.com supports self-hosting so you control data residency and access. You keep flexibility while maintaining the same powerful scheduling and workflow features.

Do you offer an API to customize workflows?

Yes. Developers can create, update, and manage workflows via API and webhooks, integrate with ledgers or document portals, and adapt scheduling to firm-specific processes.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Get started with Cal.com Workflows

Automate your client scheduling, reminders, and document collection so every engagement runs smoothly. Sign up to explore hosted or self-hosted options, or book a time with our team to see workflows in action.