Email ingest doesn't replace the form — the same template accepts portal uploads, so a client can forward statements one month and upload them the next.
Connecting...
Close the Books Without Chasing Statements
Month-end bookkeeping starts the same way every month: asking the same client for the same statements you asked for last month. The Monthly Bookkeeping template gives that ritual a permanent address — your client forwards the month's documents by email, and FolioReady does the filing.
The Journey
You've imported the Monthly Bookkeeping template, and its collection email address is in your client's contacts.
- Your client
When the bank statements arrive, your client forwards the email straight to the template's collection address — no portal visit, no login, nothing new to learn.
- FolioReady
FolioReady creates the month's folio from the email, files each attachment, and reads them — extracting the period totals into fields and summarising every statement.
- You
You open the folio to find the statements filed and the totals extracted, ready to check against the ledger.
- You
Anything missing, you request an update — automatic reminders take over from there.
- The result
The month's books close from a folio, not an inbox — the same tidy file, every month.
The portal still works too
What You're Left With
A folio per period holding the month's statements and extracted totals, each file with a synopsis. The client's habit stays a one-step habit: forward the email, done.
Give month-end a permanent address
Import the template and share its collection address with one client this month. Use this template