Month-End Ready
Every client's documents, in on time, without you chasing for them.
Month-End Ready collects, files and tracks your clients' month-end paperwork automatically. The reminders go out on their own. The filing happens the moment something arrives. On any day of the month you can see exactly who has sent what.
R4,500 once. No monthly fee. Built inside your own account.
Where every client stands, on any day of the month, without asking anyone.
The problem
The month always ends up compressed into its last week
Not the bad months. Every month. And it has very little to do with how good you are at the actual work.
Nothing arrives
The month closes and the inbox stays quiet. The first reminders go out one client at a time, because each one needs a different list of what is missing.
You become the filing clerk
A photo of a bank statement, cropped at the bottom. Three PDFs called scan_0034. A download link that expired. You rename and file all of it by hand, then send the reminders you don't enjoy sending.
Everything lands at once
Work you had three weeks to do gets done in five days. VAT and PAYE do not move because the documents were late.
That is what chasing and filing costs, before a single entry is captured
Three reminders per client at four minutes each, plus five minutes of downloading, renaming and filing. Most of those hours were never billable, so it is not lost revenue. It is pressure, arriving in the week of the month with the least room for it.
What it does
Six things, running quietly in the background
All of it inside your own Google Workspace, under your practice's name, with nothing for you or your clients to subscribe to.
A permanent way in for every client
One upload link each, or an email address that files whatever is attached to it. The link never changes, so clients can save it once and use it every month.
Filing that happens on arrival
Straight into the right client folder for the right month, renamed to a consistent pattern. You stop being the person who renames things.
A tracker that fills itself in
Clients down the side, documents across the top. It updates as things arrive, so the answer to "who is still outstanding" is a glance rather than an afternoon.
Reminders on a schedule you set once
They go only to clients who still owe something, and they name only what is missing. A client who has sent everything hears nothing.
A Monday morning summary
One short email, grouped by what you should do about each client rather than by name, including who has stopped responding and needs a phone call.
A clean start every month
On the 1st the tracker rolls over, the new folders appear and the count starts again. The previous months stay where you filed them.
See it
What your clients get, and what you get back
| Client | Bank statements | Supplier invoices | Sales invoices | Payroll input | Last received | Reminders | Status |
|---|---|---|---|---|---|---|---|
| ABC Plumbing | 17 Aug | 17 Aug | 18 Aug | 18 Aug | 1 | 3 of 4 | |
| Kestrel Design Studio | 12 Aug | 12 Aug | 12 Aug | n/a | 12 Aug | 0 | Complete |
| Summit Logistics | 19 Aug | 19 Aug | 1 | 1 of 4 | |||
| Greenhouse Café | n/a | Nothing | 2 | Not sent |
One row per client, one column per document you need from them. It fills itself in as things arrive, so the answer to who is still outstanding is a glance rather than an afternoon.
Hi Fatima,
For August 2026 we still need the following from Summit Logistics:
- Supplier invoices
- Sales invoices
- Payroll input
- Petty cash slips
Two ways to send them, whichever is easier:
Or email them across, with what they are in the subject line.
Thank you,
Your practice
It goes out under your name, not ours
Every reminder comes from your practice, addressed to the person who actually sends the documents, listing only what that client still owes. Nothing in it mentions Velune.
That matters more than it sounds. A reminder that reads as automated is one your clients start ignoring, and one you quietly stop trusting. This is the part we will want your opinion on before anything goes live.
- Sent only to clients still outstanding
- Names only the documents still missing
- Stops the moment that client is complete
Monday morning, in one email
Instead of opening four systems to work out where the month stands, you get the whole picture before your first coffee, sorted by what needs doing.
Clients who have gone quiet through two reminders are separated out, because at that point the answer is a phone call from a person, not another automated nudge.
Partial
- ABC Plumbing, 3 of 4, last received 18 Aug
- Summit Logistics, 1 of 4, last received 19 Aug
Needs a phone call
- Greenhouse Café, nothing received, 2 reminders sent
Complete
- Kestrel Design Studio
Your clients
Two ways in, so nobody is left out
Clients do not all work the same way, and a system only one half of them will use is not worth installing.
The upload link is the tidiest route. It opens in one click for anyone already signed into a Google account, which is most people with a Gmail address.
The email route asks nothing at all. Each client gets an address that belongs to your practice, and they send documents the way they always have. Whatever arrives gets filed under that client automatically.
Between the two, every client is covered, including the one who will never learn a new system.
Your client list stays private
An upload form that asks a client to pick their name from a list shows every client of your practice to every other client. For an accounting firm that is a confidentiality problem, not a design detail.
Each client's link carries a private reference code instead. They never see a name, including their own competitors'.
Pricing
One price, and you pay most of it after it has worked
About a week from start to live. We build it, test it against two of your real clients, hand it over and step back.
The current build runs on Google Workspace. If your practice is on Microsoft 365 or something else, bring it to the call and we will tell you straight whether we can do the same thing there.
Once. No monthly fee, no Velune login, nothing to cancel.
- Set up inside your own Google Workspace
- Upload links and email intake for every client
- Automatic filing, naming and folder structure
- The tracker, the reminder schedule and the Monday summary
- Tested against two of your real clients before go-live
- Handover call and a one-page guide for your team
You pay the balance once it has carried a full month-end. If it has not earned its place by then, you don't.
Questions
The things practitioners ask first
Do my clients have to install anything?
Who owns it once it is built?
Does it touch my accounting software?
What happens to the client who ignores everything?
How long does it take to set up?
What if my practice does things differently?
Next step
Start with a call, not a commitment
Thirty minutes. We go through how your month-end runs now and where the time actually goes. If document chasing is not what is costing you most, we will tell you that instead of selling you this.