Bookkeeper Tools

When you’re managing books for multiple clients, you need efficiency. Bookkeeper Tools are batch operations and shortcuts designed for professionals who do this all day.

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Batch Categorization

Categorize multiple transactions at once:

1. Go to a client’s Transactions view
2. Select multiple transactions (checkbox or shift-click)
3. Click Categorize
4. Choose the category
5. Apply

Done. 50 transactions categorized in seconds. You can also split the selection — some go to one category, some to another. The batch tool handles it.

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Bank Rules (Bulk Create)

Instead of setting up rules one at a time:

1. Go to Accounting → Bank Rules
2. Click Bulk Create
3. Upload a CSV with vendor patterns and categories
4. Preview and confirm

Common use case: Client has consistent vendors you’ve categorized before. Export the patterns, upload them as rules, and future transactions auto-categorize.

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Multi-Client Reports

Generate the same report across multiple clients:

1. Go to Reports in Firm Mode
2. Select the report type (P&L, Balance Sheet, etc.)
3. Check the clients you want
4. Choose date range
5. Generate

You get a combined PDF with each client’s report as a section. Good for batch deliveries.

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Transaction Review Queue

See uncategorized or flagged transactions across all clients:

1. Go to Dashboard → Review Queue
2. Filter by client or leave it as “all”
3. Work through the list

The queue surfaces items that need attention:

• Uncategorized transactions
• Duplicate candidates
• Unusual amounts flagged by AI
• Client-marked “needs review”

Clear your queue regularly to keep books clean.

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Quick Switch

Jump between clients without navigating:

• Keyboard shortcut: Press Cmd+K (Mac) or Ctrl+K (Windows)
• Type the client name
• Hit Enter

You’re in that client’s account instantly. Works from anywhere in Pluvel.

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Reconciliation Status Dashboard

See reconciliation status across all clients: Find this in Dashboard → Reconciliation Status. Click any client to jump directly to their reconciliation view.

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Memo and Notes

Add internal notes that clients don’t see: Transaction memo: Right-click any transaction → Add Memo. These are internal notes about the transaction. Client notes: In the client profile, add notes about their setup, preferences, or issues. Journal entry notes: Explain adjusting entries for future reference. Notes are searchable. Useful when you need to remember why you did something 6 months ago.

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Task Templates

For repeating workflows:

1. Go to Firm Settings → Task Templates
2. Create a template (“Monthly Close Tasks”)
3. Add the steps:
   • Reconcile bank accounts
   • Review uncategorized transactions
   • Generate draft P&L
   • Send to client for review
4. Save

When you start month-end for a client, apply the template. All tasks get created automatically.

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Keyboard Shortcuts

Speed up common actions: See all shortcuts in Settings → Keyboard Shortcuts or press ? from anywhere.

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Split Transactions

For transactions that need multiple categories:

1. Click the transaction
2. Click Split
3. Add line items with different categories
4. Amounts must total the original transaction
5. Save

Example: A $500 Costco purchase —$300 to Supplies, $200 to Meals.

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Duplicate Detection

Pluvel flags potential duplicates:

• Same vendor, same amount, same date
• Similar amounts within a few days
• Common patterns from bank/card overlap

Review flagged duplicates in the Review Queue. Confirm true duplicates or dismiss false positives.

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Exporting Work

Export your work for records or client delivery:

• Transaction list: CSV or Excel with all transactions and categories
• Journal entries: All entries for a period
• Trial balance: At any date
• Workpapers: Reconciliation documentation

Find exports in each section’s “Export” menu or in Reports → Export.

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Tips

Use the queue. The Review Queue is your home base. Process it daily and you’ll never have a backlog. Build rules aggressively. Every recurring vendor should have a rule. Future-you will thank past-you. Templates for consistency. Task templates ensure you don’t miss steps, especially for month-end or year-end procedures. Learn the shortcuts. Five minutes learning shortcuts saves hours over time.