In build — none of these are live yet

Every Beckmont tool, and what it will replace.

Each one will take a spreadsheet you already export and hand back a finished document. Until they exist, every one of these jobs can be done by hand — the guides below show you how.

Read the guides How they'll work
In build 01

Customer Statement Generator

Will take customer and invoice data and return one formatted statement per account, with the running balance and aging buckets already worked out.

You'll uploadcustomers.xlsx, invoices.csv
You'll get backstatements.pdf, statements.xlsx
Has to handlepart payments, credit notes, multi-currency
Do it in Excel today
In build 02

Duplicate Invoice Checker

Will take an AP ledger and return the invoice and payment pairs that look like duplicates, with the reason each one was flagged.

You'll uploadap_ledger.csv
You'll get backexceptions.xlsx
Matches onvendor, amount, date window, reference
Do it in Excel today
In build 03

Month-End Close Calendar

Will turn a list of close tasks into a dated schedule with owners and deadlines, so the same questions don't get asked every month.

You'll uploadclose_tasks.csv
You'll get backclose_calendar.xlsx · .ics
Has to handleworking days, owners, dependencies
Do it in Excel today
On the list 04

Something you still do by hand

The next tool gets decided by what people send us. If it takes you an afternoon every month, that's a strong candidate.

Describe the workflow

Planned data handling: no model training, files deleted after processing.

Read the commitments