Connect QuickBooks or Xero, pick a template, and send a branded PDF from your own email. One client or your whole book.
Connect once. We pull the numbers and build the report. You review and send.
Sign in to QuickBooks or Xero, then to Gmail or Outlook. A few minutes, no setup calls. From then on your numbers stay synced.
Pick a template or customize your own. Streamline pulls the numbers and builds the report in seconds.
Review the PDF and hit send. The email goes from your address, branded with your firm. Your client gets a PDF in their inbox — no login, no portal.
We read your books and send from your inbox. No new accounts, no exports, no copy-paste. Connect once and forget it's there.
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I spent 7 years copy-pasting QuickBooks numbers into branded PDFs for clients every month-end. 95% of bookkeeping is the real work — closing books, reconciling, answering client questions. The last 5%, getting a clean report into their inbox, shouldn’t be the part that eats your day. But it was. So I built the tool I needed for my own firm.
Built around the reporting workflow you already run, not a generic accounting suite trying to do everything.
Sign in to QuickBooks or Xero and your numbers flow in automatically — P&L, balance sheet, A/R aging. No CSV exports, no manual entry.
Run close on all your clients, queue every report, and send straight from your email in one batch. Or stage them one at a time — your call.
Set a due date per client. Streamline tracks who's up to date, who's overdue, and sends on schedule from your email. No close-day scramble.
Specific, checkable claims — no buzzwords, no vague assurances. Here's what we actually do with the books behind the reports.
QuickBooks and Xero OAuth tokens are encrypted with AES-256-GCM before they hit the database. Encryption keys are stored separately from the data they unlock.
User logins, sessions, and password handling all run through Clerk, which is SOC 2 Type II certified. Streamline never sees or stores your password.
Raw transaction-level data is not stored after a report renders, not shared with third parties, and not used to train any model.
Start free for a handful of clients. Pay only when you're sending at scale.
Full functionality with Streamline branding. Perfect for trying it on a few clients.
Start freeYour logo, your colors, your firm's name on every PDF. Built for bookkeepers running real client loads.
Start 14-day free trialFor small firms running multiple bookkeepers. No per-client fees — pay only for seats.
Start 14-day free trialFor multi-office firms. SSO, custom contracts, hands-on support.
Contact usFree for up to 3 clients. No credit card. No setup calls.