Maiden

IndustriesAccounting firmsExploring

The month-end close, one client at a time.

Request access

Illustrative, not a customer story

An illustrative close week

  • Day 1: the chase

    You email twelve clients for bank statements. Replies arrive as attachments to different threads.

  • Day 3: where is it

    A senior asks which clients are still missing documents. The answer is a spreadsheet that was last edited on Monday.

  • Day 5: the same steps again

    The checklist for each client is the same list with small differences, copied by hand.

We are exploring Maiden for accounting firms that run a repeatable close for many clients. The pieces exist: standard procedures, client requests and a shared file store. The close itself is not a built workflow yet.

This is a direction we are exploring, not a finished setup. The lists below say what exists and what does not. If you run this kind of business and want to shape it, say so.

Same week. Same team. Fewer seams.

  • Without

    The close checklist is a copied spreadsheet.

    With Maiden

    Playbooks are standard procedures, and a run is one execution of one. A close would be a run per client.

  • Without

    Clients send documents by email.

    With Maiden

    The client portal takes files and requests, and the Library stores them against the client.

  • Without

    Nobody can see which clients are blocked.

    With Maiden

    Tasks carry an owner and a status, and a board or table shows what is waiting on whom.

What it would look like

This is a direction we have prototyped, not a template you can switch on. A design partner would shape it.

  1. Client and period

    One record per client per close, with the period and the owner.

  2. Checklist

    Steps from a playbook, with an owner and a due date each.

  3. Document requests

    Requests to the client through the portal, with the files landing in the Library.

What works today, and what does not.

Works today

  • Tasks, playbooks and runs
  • Client portal for files and requests
  • Library with share links
  • Contacts, Gmail and Calendar context

Not built yet

  • A close template. This is a prototype only.
  • A ledger, bookkeeping, tax filing or any accounting calculation. Keep your accounting software.
  • Accounting software integrations such as QuickBooks.
  • Time tracking.

FAQ

Questions

Something not covered here? hello@nynth.com

Can I run my close in Maiden today?

Not as a finished workflow. You could assemble the pieces, and we would rather build the rest with a firm that does this every month.

Does Maiden replace our accounting software?

No. It coordinates the work around the books and never does the books.