The bookkeeping operating system for work that needs to start cleanly.
PactTailor brings proposals, billing, payments, and kickoff into one measured workflow, so clients get one clear path forward and your team starts from control.
Purpose-built for firms that want the commercial handoff to feel as controlled as the accounting work itself.
Command surface
One commercial record from agreement to kickoff.
Free
Up to 3 active clients while you prove the workflow.
Pro
Unlimited active clients plus AI proposal and task assist.
Active motion
Monthly bookkeeping kickoff
Proposal
Approval
Payment
Kickoff
Designed for practical rollout
Move proposals, billing, payments, and kickoff into one measured workspace without forcing a full stack replacement.
Why this converts into calmer execution
A straight line from proposal to paid kickoff.
The point is not more software. The point is removing the dead air between commercial yes and operational start.
01 · Shape the engagement
Package the work with structure.
Build the scope, price, terms, and deliverables once so the client review starts from a controlled proposal instead of a loose document chain.
02 · Give one path forward
Let the client approve without friction.
Keep the acceptance flow crisp so the commercial moment feels decisive, not like the start of more administrative work.
03 · Confirm commercial readiness
Attach billing and payment to the same record.
Make the financial green light visible in context so the team knows when the engagement is truly ready to launch.
04 · Start delivery from certainty
Open kickoff tasks from the sold scope.
Move straight into assigned work with ownership and next steps already seeded from what the client approved.
Replace the fragmented handoff
Keep the ledger. Replace the commercial sprawl around it.
Fragmented stack
What teams piece together today.
Proposal
Scope, pricing, and approvals live in separate docs and inbox threads.
Billing
Invoices get rebuilt after the sale, so finance waits on delivery context.
Payment
Teams chase whether the client actually funded the work before kickoff.
Kickoff
Delivery starts with handoff cleanup, spreadsheets, and memory.
PactTailor operating system
What one controlled workflow changes.
Proposal
One structured proposal record carries scope, terms, and client sign-off forward.
Billing
Commercial details stay attached, so invoicing starts from what was actually sold.
Payment
Payment status is visible on the same engagement, so readiness is obvious.
Kickoff
Tasks launch from the sold scope, with clear ownership and next actions.
Why firms lean into this
Confidence for the operator. Clarity for the client.
Commercial control
Standardize how the firm sells work.
Keep recurring bookkeeping, clean-up, and advisory offers consistent without forcing the team to start from a blank page every time.
Operational certainty
Make payment readiness visible before work begins.
Approval, invoice context, and Stripe payment status stay in one reviewable record so nobody guesses whether the engagement is cleared to start.
Faster launch
Turn sold work into assigned work immediately.
Seed kickoff tasks from the exact scope that closed, so delivery inherits context instead of reconstructing it.
Roll out with control
Start with the motion your team already understands.
Stack fit
Keep the ledger where it belongs.
PactTailor is the layer around QuickBooks, Xero, and the rest of your bookkeeping stack — not a demand to replace them.
Measured rollout
Start with one live motion.
Use the free tier to prove one monthly bookkeeping or clean-up flow before expanding across the whole client book.
Client clarity
Keep the client journey narrow and calm.
Client-facing pages stay focused on approval and payment while the delivery operating detail stays inside the workspace.
Best first use cases
Prove one client flow, then widen the lane.
Ecosystem fit
Use case
Monthly bookkeeping kickoff
Move from packaged recurring scope to paid work without rebuilding the engagement across separate tools.
Use case
Catch-up clean-up project
Turn one-time cleanup work into a signed scope, collected deposit, and ready-to-run checklist.
Use case
Advisory add-on
Quote reporting or controller support without losing billing and kickoff clarity.
Common objections
Answer the practical questions before they slow the decision.
FAQ
Do clients need another portal login?
Not for the first commercial loop. PactTailor uses focused share pages so approval and payment can happen with less friction.
FAQ
Will this replace QuickBooks or Xero?
No. PactTailor runs the proposal-to-paid-to-kickoff operating layer around the ledger your firm already trusts.
FAQ
How hard is it to move off spreadsheets?
Start by importing clients, task lists, and service data through CSV or XLSX, then prove the workflow on one live service motion before expanding.
Final call to action
Bring the commercial handoff under control.
Start free with one live workflow, then move to Pro at $9/month when you want unlimited clients and AI assist inside the same operating rhythm.