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What Kinshiro does

One place for the production line and for running the firm around it. Less time on repeat work, and a clearer view of every close.

Each colour shows what a feature does for the firm:Time backLower costQuicker closeControl

My Day

See capacity and what is overdue, without chasing anyone.

Time back
  • My Day gives each bookkeeper an ordered list of work. Missed work shows as “carried over”, not “failed”.
  • A timer in the top bar, a day timeline, and an Excel export of time. People fill in their own log. There are no screenshots and no idle tracking.
  • Team leads see who is on what, who is overdue, and what needs attention first.
My Day list with high priority work, today’s tasks and a running timer
Sample data. Made-up firm and clients.
Time page with a day timeline, logged hours, gaps and an Excel export button
Sample data. Made-up firm and clients.
Team today page showing each person's logged time, overdue items and what needs attention
Sample data. Made-up firm and clients.

Smart Categorization

Stop paying for retyping. Review at the speed of a keyboard.

Time back
  • Reads CSV and Excel statements. Shows what it read, and warns about overlap with earlier uploads, before it goes further.
  • Suggests a category for each line, and says where the suggestion came from: your client’s own rule, what that client did before, vendor memory, a shared vendor list, or AI for what is left.
  • Move with the keyboard. Approve a whole group at once, such as all 14 Uber rows, and undo with one click.
  • Open a line to see the evidence behind the suggestion. Not sure? Ask the client from the same screen.
  • Posts to QuickBooks Online after a person approves, then reads the entries back to confirm they landed.
Upload page showing statement files being read, with the step each one is on
Sample data. Made-up firm and clients.
Review table listing bank lines with a suggested category and a source label for each
Sample data. Made-up firm and clients.
A bank line opened with the reasons behind the suggestion and a category picker
Sample data. Made-up firm and clients.
Ready to post page with totals, checks before posting and who approved the batch
Sample data. Made-up firm and clients.

Clarification Logs

One short page per client, not six emails. Less chasing, fewer days lost.

Quicker close
  • Kinshiro finds what is still unexplained, groups it by vendor (“14 Uber charges, all business?”) and drafts the questions.
  • A person approves the questions before they are sent. The client taps an answer on a phone page. No login.
  • Answers are checked by a reviewer before anything changes in QuickBooks. A repeating answer can become a rule, so the question is not asked again.
Board of open questions to clients with answers received
Sample data. Made-up firm and clients.
Phone page where a client picks an answer for four unexplained payments
Sample data. Made-up firm and clients.

Clients

Catch the work you are not being paid for.

Lower cost
  • Contacts, accounting basis, sign-up date, agreed monthly volume, and fields and checklists you define yourself. Import from Excel or CSV.
  • Compare transactions each month with the agreed volume. Kinshiro flags a client who stays over, so you can reprice on purpose.
  • Fees are visible only to people you give that permission.
Client list with transactions this month against the agreed volume and a flag column
Sample data. Made-up firm and clients.
Client profile with details, contacts, monthly volume and recent activity
Sample data. Made-up firm and clients.

Month Close

See what is holding up the close before the deadline, not after.

Quicker close
  • Checklists built from your own templates for each client and month.
  • A task turns green only when its check passes. Overriding a failed check needs a lead and a note.
  • Hand-offs, deadlines, and carry-over to the next month. Reconciliation status for each bank and card account.
Month-end board showing, for each client, which checks passed, failed or are not run
Sample data. Made-up firm and clients.
One client's month-end checklist with owners, status and a check result per task
Sample data. Made-up firm and clients.

Onboarding

Connect QuickBooks for one client or hundreds, without a backlog.

Lower cost
  • Send each client’s contact an emailed link. They sign in at Intuit and approve access. A second person at your firm confirms it is the right company.
  • An onboarding board shows where every new client stands, from link sent to history pulled.
  • The first history pull helps Kinshiro learn the client’s usual rules.
Onboarding board with new clients moving from link sent to history pulled
Sample data. Made-up firm and clients.

For your CPA firms

Fewer status emails. They see where things stand on their own.

Quicker close
  • A status page that puts the clients needing attention first, then the full list.
  • Opens by a link or a sign-in. Read-only. Every view is logged.
  • Weekly digests by email, with the day and time each person chooses.
Status page for a CPA firm showing which clients need attention and where each one stands
Sample data. Made-up firm and clients.

People, roles and records

Decide who sees what, and keep a record of every change.

Control
  • Your own org, roles and teams. Copy a built-in role and edit it.
  • A record of who changed what, and when. Every value shows its source.
  • Inside the app, Kinshiro staff can look at a client’s data only after you approve a support request, each time.
  • Take your data out any time: export, then deletion rules for when you leave.
Inbox listing overdue work, client answers and batches ready for review
Sample data. Made-up firm and clients.

Coming after launch

  • Reading PDF statements.
  • Accounts payable.
  • Email hub with AI, team chat, and document storage (Pro).
  • Automatic approval for clients that qualify, switched on by you.
  • Xero. (QuickBooks Online only today.)

Dates are not promised. Ask us what is next.

See it on a client list like yours.

A live walk-through on sample data. We never use your clients’ real books in a demo.

Book a demo

Sample data. Made-up firm and clients.