ReadyOps

Built for accounting teams

Get the client information you need before the work begins.

ReadyOps brings client requests, incoming documents and follow-up work into one clear view, so your team can see what is ready and what still needs attention.

See plans See how ReadyOps works

For accounting, bookkeeping and client service firms.

ILLUSTRATIVE WORKSPACEAnnual accounts
In progress
ACAcacia & Co.Financial year · 202672%

9 of 12 required items resolved

✓Bank statementsReviewed and recordedAccepted
✓Payroll summaryReviewed and recordedAccepted
·Loan statementsWaiting on clientRequested
↗NEXT ACTIONFollow up on 3 missing items→
RA clearer starting pointEvery open item, in context.
REQUESTS · EVIDENCE · READINESS
THE WORK, IN ORDERFrom first request to ready for review.
01Set the checklist
02Review what arrives
03See what is still needed
A steadier client workflow

Less time figuring out what is missing.
More time moving the job forward.

Keep each client engagement anchored to its own checklist. See submitted information alongside the request it belongs to, record your review and make the next action clear to the whole team.

☷

01 / ORGANIZE

Start every job with a clear request list.

Create an engagement, choose the information you need and keep the checklist with that client’s work.

✓ Bank statements Accepted✓ Payroll summary Accepted· Loan statements Requested
⌕

02 / REVIEW

Keep incoming evidence close to the work.

Record what arrived, attach it to the right engagement request and leave a clear review note.

PDFBank statementPeriod ending 30 JuneReceived for review
↗

03 / MOVE FORWARD

Know the next useful action.

See what is still outstanding and prepare follow-ups for a person to review before they are sent.

3 items still neededDraft follow-up ready for reviewReview draft →
R

People stay in control

ReadyOps keeps the decisions with your team.

Suggestions are there to help your staff review incoming information. A person confirms what belongs, records the review and approves any client follow-up.

Set up your workspace

PLANS THAT GROW WITH YOUR FIRM

Choose the team size
you’re building for.

Monthly plans in US dollars. Start with the plan that best fits your team today.

GROWING FIRMS

Growth

Growing firms · ~5–15 staff

399US$/ month
Request Growth invoice

For more people coordinating client work across the firm.

Scale

Established firms · ~15–40 staff

1,199US$/ month
Request Scale invoice

For established teams coordinating a larger practice.

Enterprise

Large or multi-office firms

Let’s talkCustom plan
Discuss Enterprise

For firms with a larger or more complex setup.

Subscriptions are billed monthly by invoice. Pay by PayPal or local bank transfer; payment is arranged directly with ReadyOps. Starting account setup does not charge you.

R

READY WHEN THE WORK IS

Give every engagement
a clearer next step.

Create a ReadyOps account