For US and UK bookkeepers

Monthly client reports, under your firm's brand

Monthfold turns your clients' QuickBooks numbers into a clear monthly report with your logo and colors. You review and approve it, and your client receives it from you. One flat price per firm, however many clients you have.

Become a design partner See a sample report
  • Unlimited clients
  • Your name, not ours
  • Nothing sent without your approval
First page of a sample Monthfold report for Joe's Plumbing LLC, branded as Harbor & Pine Bookkeeping in burgundy. It shows September 2026 revenue of $48,210, expenses of $31,870 and net profit of $16,340, each compared with August, and a chart of revenue and net profit from July to September.
A sample report for a fictional client, in the bookkeeping firm's own color and initials.

The problem

Client reporting costs you twice

Your clients want to understand their month. Getting it to them takes either money or evenings.

Tools charge per client

$260–680 a month

That is what popular reporting tools such as Fathom charge a firm once it has a full book of clients, because the price grows with every client entity you add.

Or you build it by hand

Every month, every client

Export from QuickBooks, paste into Excel, fix the charts, save a PDF, write the email. The same steps for each client, repeated at every month-end.

How it works

Three steps at month-end

  1. Bring in the numbers

    Upload a Profit and Loss by Month export from QuickBooks Online. Monthfold checks every total against the report and tells you the exact row if something is off.

  2. Review and approve

    Monthfold drafts the report: headline figures, the change on last month, a trend chart and the full statement. You read it, and nothing leaves until you approve it.

  3. Your client receives it from you

    The PDF and the email carry your firm's name and color. Or put a client on a monthly schedule: Monthfold drafts the report on the day you choose and waits for your approval.

Sample report

What your client sees

Written for business owners, laid out the way accountants print statements.

  • The month at a glance

    Revenue, expenses and net profit, each with its change on the previous month. Changes are marked favourable or unfavourable for the business, so a rise in costs reads as a warning.

  • A trend they can follow

    Revenue and net profit over the last six months, drawn to scale and in your firm's color.

  • The full statement

    The Profit and Loss with sections, subtotals, negatives in parentheses and a double rule under net profit, in the account names your client already knows.

Page two of the sample report: the Profit and Loss statement for Joe's Plumbing LLC for September 2026. Total income 48,210.00 including discounts given of (1,120.00), total cost of goods sold 15,040.00, gross profit 33,170.00, total expenses 16,830.00 with vehicle costs split into fuel and repairs, and net profit 16,340.00 with a double rule beneath it.
Joe's Plumbing LLC and Harbor & Pine Bookkeeping are examples, not real businesses.
Page one of the sample PDF: Harbor & Pine Bookkeeping's September 2026 report for Joe's Plumbing LLC, with revenue of $48,210, expenses of $31,870 and net profit of $16,340, and the start of the Profit and Loss.

See a sample report

Open the whole PDF exactly as Joe's Plumbing would receive it from its bookkeeper: made in Monthfold from QuickBooks Online exports, in the firm's color and initials, with no mention of us.

  • September at a glance, with the change on August
  • Profit and Loss
  • Balance sheet beside the month before
  • Cash flow statement
  • Revenue and net profit trend

Open the sample report

PDF, 4 pages, 231 KB

White-label

Every report looks like it came from your firm

Choose your firm's color once. Your clients see your name and color on every page and every email. They never see ours.

Harbor & Pine Bookkeeping September 2026

Monthly Financial Report

Prepared for Joe's Plumbing LLC

Ledgerline Accounting September 2026

Monthly Financial Report

Prepared for Brightside Dental Studio

Pricing

One flat price per firm, unlimited clients

Monthfold is available now to our founding partners. Each feature below is marked as available now or in development, so you know exactly what you get today.

Core

$99per firm, per month

  • Branded monthly reports Available now
  • PDF download Available now
  • Email delivery to your clients Available now
  • Monthly schedule with your approval Available now
  • Client portal on your own domain Available now
  • Document requests with reminders Available now
  • Messages with your clients Available now

Advisory

$199per firm, per month

  • Everything in Core
  • Drafted monthly commentary you edit and approve In development
  • Budgets and budget vs actual Available now
  • 13-week cash forecast Available now
  • Alerts for expense spikes and low cash Available now

Founding partners, the first 25 firms, use Monthfold free until billing starts, then pay half price for their first 12 months. Prices are in US dollars; UK firms pay the equivalent in pounds, with VAT handled at checkout.

Help shape Monthfold

We are looking for a small group of bookkeepers who send monthly reports today. Use Monthfold with your own clients and tell us what works.

Apply to be a design partner

Questions

Common questions

Do my clients see Monthfold anywhere?

No. Reports and emails carry your firm's name and color, and they are sent in your name. Monthfold's name and colors do not appear in anything your clients receive.

Which accounting software does it work with?

CSV import today: you upload a Profit and Loss by Month export from QuickBooks Online. Direct QuickBooks Online and Xero connections are coming soon.

Where is my clients' data stored, and how is it protected?

All data is stored with Hetzner in data centers in the EU. Connections are encrypted, stored files are encrypted with a separate key for each firm, and each firm's data is kept apart at the database level, so no firm can see another's.

Who owns the data?

You and your clients do. We use it only to produce and deliver your reports. You can ask us to export or delete your firm's data at any time.

Can a report go out before I have checked it?

No. Every report, including scheduled ones, waits for your approval before anything is sent to a client.

How is the price calculated?

It is a flat monthly price per firm. Adding clients does not change it.