Running Koody as a service, Invoicing Payments

Koody Agency Implementation, Tax-Ready Bookkeeping for Client Retainers

Learn how to deliver Koody as a recurring bookkeeping service to sole proprietor clients, automating bank statement imports and tax categorization to compress monthly reconciliation from hours to minutes. Master client onboarding workflows, P&L report delivery, and Schedule C preparation to build a predictable bookkeeping retainer business.

Open the decision record for Koody

What does running Koody for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published (freemium plan exists; paid plan pricing not disclosed in supplied data)
Time to first value
Time-to-value measured in hours (published)
Payback
Not modeled, client price, labor cost, usage, overhead, and expected volume are not supplied
Guided implementation
8 hours

Is Koody worth running as a client service?

Koody supports a managed single-business bookkeeping service with statement import, auto-categorization, P&L, and Schedule C outputs at low setup complexity. There is no multi-client dashboard or white-label capability, and vendor pricing beyond freemium plus agency pricing are not published, so service economics remain unvalidated.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Koody Business workspace (freemium plan as vendor cost basis)
  • Client bank and credit card statements in PDF or CSV format
  • Receipt and invoice files for transaction attachment
  • CSV/Excel/JSON export pathway for the client's accountant

People and inputs

  • Defined business categories aligned to Schedule C (built into Koody)
  • Statement-import SOP (no bank login required)
  • Categorization QA checklist derived from auto-categorization review
  • P&L and Schedule C worksheet delivery template

Estimated investment: Vendor cost basis: Koody entry tier is freemium (published); paid tier pricing is Not published. Setup is low complexity with time-to-value measured in hours.

Included with the course

6 working documents for delivering this service.

  • Koody Client Onboarding Checklistchecklist
  • Bank Statement Import SOP (CSV/PDF Workflow)sop
  • Monthly P&L Report Delivery Templatetemplate
  • Schedule C Tax Worksheet Preparation Guideguide
  • Koody Retainer Pricing Worksheetworksheet
  • Multi-Account Cash Flow Tracking Setupsop

Listed by name. These documents are not yet published as individual downloads.