Tidy RookFor small Xero bookkeeping practices
Prepare a monthly client request list for supporting documents, with each request reviewed by you.
Keep the documents where they already live. Set aside known exceptions. Give clients a short, specific list—not another spreadsheet to decipher.
In development. The sample uses invented records; it does not connect to Xero.
Willow Studio · Fictional example
01 Your review comes first
02 Existing document storage stays
03 No automated client chasing
THE PROPOSED WORKFLOW
The planned read-only connection checks approved or paid purchase bills and spend money transactions for attachment status. It uses transaction dates for the selected month; it does not check every bank statement line or reconcile accounts.
A missing attachment isn’t always a missing document. Mark externally held files, known exceptions and items that still need investigation.
Export the reviewed requests. You choose how and when to send them to your client. Nothing is sent automatically.
A SMALL, HANDS-ON SAMPLE
Five invented records. Make the review decisions, then download a list of the documents you would request. No account or financial data needed.
This is a demonstration, not a live accounting report. An attachment’s presence does not prove the document is sufficient. A live request list would also need complete, current coverage of the supported transaction types.
Open the monthly test workspace ↗
Try two clients, successive months, saved review decisions and recurring exceptions. Invented data only; test progress is saved on this device.
A SMALLER JOB, DONE CLEARLY
Tidy Rook is being designed for practices that already have a way to store documents, but still rebuild their monthly request lists by hand.
Already happy with Xero or Dext’s document workflow? You may not need another tool. Tidy Rook focuses on preparing a reviewed client request list.
INTERESTED IN USING IT?
We’re developing a monthly document request list for small practices. If the sample fits your work, ask for early access.
$79USD / month
For up to 10 connected Xero organizations (sets of books).
Proposed features and price, not an available subscription. No charge or commitment. Opens your email app; your message is sent only when you send it.
The sample uses invented data. Records and review choices stay in your browser. We count anonymous daily sample actions, such as completed reviews, request-list exports and early-access clicks, to improve the product. These counts contain no names, amounts, review text or visitor identifiers. There are no uploads, accounts, tracking cookies or third-party analytics on this page. We honor browser Do Not Track and Global Privacy Control signals. Reloading resets your choices. Our hosting provider processes web requests. If you email us, we use your message to respond; don’t send client documents or financial records. Ask hello@tidyrook.com to delete your inquiry.