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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.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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.
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.
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.
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.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
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.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
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Need Help? [email protected] or visit cal.com/help.
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Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources