Received isn’t reviewed.
A submission moves to your review inbox. Your team decides when it’s accepted, so a checklist reflects the work you’ve actually checked.
A little order
for your month-end
Know what’s missing.
Keep the month moving.
Monthly document collection for bookkeeping teams. See what clients still need to send, review what’s in, and give every request a place to land.
Interactive demo with sample data.
Hosted early access is in
development.
GOOD THINGS ARE COMING TOGETHER
Northstar StudioSeptember statement Ready for review
One less loose end.That’s a good feeling.
Drag to stretch · Release to wobble
A SMALL TEAM’S KIND OF SOFTWARE
For independent bookkeepers.For recurring client work.For a clearer next step.
The whole month, in view
Less “where is that?”
More “there it is.”
Missing documents. New submissions. Finished checklists. One place to see what needs your attention next.
Workspace Monthly
collectionUV
A LITTLE CLARITY GOES A LONG WAY
September 2026
Let’s make it a good month.
Clients this month8 on your radar
Ready for review4 items to check
Checklists complete1 all collected
Every client. A clear next step.Open full demo
See it for yourself. The interactive demo includes a working month board, client checklist and review flow.Take a look inside
A place for every little piece
From “still waiting”
to all together.
Your team knows the books. Monthwell keeps the collection
work organized, one client and one month at a time.
One thing at a time.EXAMPLE WORKFLOW
Missing, submitted and accepted are three different things.
You bring the expertise.
We’ll help you
find the pieces.
Made for independent bookkeeping firms with 2 to 5 staff and 30 to
100 recurring clients. A focused collection workspace alongside the
accounting tools you already use.
Thoughtful, down to the details
Good order.
Less overhead.
A few practical things that make the monthly rhythm easier to follow.
Each month has its place.
Create the next month’s requests while keeping the previous month’s progress. Export a client’s collection when it’s time for a handoff.
A gentle nudge, on your terms.
Scheduled reminders and pause controls are planned for the hosted pilot. For now, explore reminder settings and draft previews in the demo.
Planned for hosted early accessSmall firm. Clear price.
More room for work.
Less counting seats.
One proposed monthly plan for your firm.
Bring the team. Keep
every client in view.
We’re building this for bookkeeping firms.
Your workflow can
help shape what comes next.
THE EARLY PILOTProposed pricing
C$79/ month
For your whole firm. Plus applicable tax.
- Up to 5 staff and 100 clients
- Unlimited requests within those client limits
- No active-request charge
- Planned 25 GB storage, up to 20 MB per file
- Monthly billing, no annual commitment
No payment collected. Features, allowances and terms will be confirmed before a paid pilot starts.
Can I use Monthwell with real clients today?
The current version is an interactive demo with fictional clients. Use sample documents only. It runs in your browser and is not yet a secure hosted service for your team or clients. Staff accounts and remote client access are planned for early access.
Does it replace my accounting software?
Monthwell focuses on collecting and reviewing the information you need before doing the books. Keep using your accounting software. Accounting integrations are not available in the demo.
Does it send reminders automatically?
Scheduled email reminders are planned for the hosted pilot. The demo lets you explore reminder settings, previews and saved drafts. It does not send email.
What does “Ready to close” mean?
Every requested item has been accepted by staff. Your team still decides whether the information is sufficient and the books are ready to close. Monthwell does not check the books or confirm accounting completeness.
We already use a collection tool. Why try this?
Compare the monthly view, review flow and export with your current process. We’re using early-access conversations to learn where Monthwell is useful and what would make a switch worthwhile.
Who is Mello?
A little jelly with a soft spot for getting things together. Drag Mello in the hero to stretch them, then let go for a wobble. You can also focus Mello and use the arrow keys or Space.
Make a little room for a better month
Every month has loose ends.
Let’s bring yours
together.
I’m UV, the developer behind Monthwell. Tell me where last
month’s
collection got stuck. We can walk through the demo in 20 minutes
and see if the proposed pilot fits your firm.