Month-end workflows, finally automated.
Stop manually creating the same tasks every month. Practice Keeper's task engine handles recurring schedules, bulk creation, smart notifications, and statement-linked workflows — so nothing slips through.
Everything the task engine handles
Recurring Task Templates
Define daily, weekly, monthly, or yearly tasks once. The system auto-generates the next occurrence the moment a task is completed — keeping month-end workflows on autopilot.
Bulk Create Across Clients
Need to create the same task for 30 clients at once? Bulk Create lets you pick multiple clients and generate tasks for all of them in one action — with per-client AM assignment built in.
Completion Notifications
Tag specific team members to be notified the moment a task is completed. On bulk creates, you can auto-notify each client's account manager without knowing who that is upfront.
Early Notify Window
By default, tasks surface 7 days before their scheduled date on an AM's personal list. Set a custom early-notify window (e.g., 14 days) per task for anything needing extra lead time.
Statement-Linked Tasks
When a bank statement is uploaded, a 'Reconcile statement' task is auto-created and linked. Completing it reconciles the statement. Reconciling the statement completes the task. Fully bi-directional.
Subtasks & Checklists
Break any task into a checklist of steps and tick them off as you go — progress shows right on the task (e.g., 3/5 done), so multi-step work never loses its place.
File Attachments on Tasks
Attach source documents, screenshots, or spreadsheets directly to a task — up to 25 MB per file. Everything the work needs travels with the task, visible only to the team members who can see it.
Priority, Dates & Filters
Assign priority levels and scheduled work dates to tasks, not deadlines. Filter the task list by client, AM, status, date, or recurring cadence — see exactly what's overdue, upcoming, or in progress.
The personal task list — filtered for focus
Account managers see only their own clients' tasks, surfacing first those due within the next 7 days. The 7-day window prevents the list from flooding with next-quarter tasks while still showing everything overdue.
Filter by recurring cadence (Daily / Weekly / Monthly / Yearly) to audit where the firm stands across all recurring workflows at once.
Bulk task creation with per-client AM resolution
Select any number of clients, fill in the task details once, and the system creates individual tasks for each — automatically assigning the task to that client's account manager.
Check "Notify the AM when complete" and each task notifies the correct AM, even across clients managed by different people.
Stop recreating the same tasks every month.
Join the beta and see how recurring workflows run themselves.
Join the beta