Operating and payroll accounts
The operating and payroll accounts remain open for May.
File used
May Close Checklist — items 7 and 9
Close checklist
Ask your accounting files. Get the answer. See the source.
Search client records, workpapers, close checklists, and correspondence while keeping every answer tied to a file your team can review.
- Client files stay private
- Every answer shows its source
- Routine questions take fewer searches
A connected view of Engagement letters, Workpapers, Reconciliations, Prior returns, Client messages, Approval messages
Engagement lettersBeacon Foods Engagement LetterReady to search
WorkpapersFixed Asset WorkpaperReady to search
Client messagesDocument Request ThreadReady to search
Ask about the close, workpaper, request, or approval.
Find facts already recorded in the engagement file without searching every workbook and email thread.
Answer checked against your file
Answer
Searched the files already connected to Lobbi Brain
Found the right section
Checked the answer against the file
May Close Checklist — items 7 and 9
Close checklist
File on record
Close checklist
The operating and payroll accounts remain open for May.
Answer found in this source
Operating and payroll accounts
See the exact file and page used
File shown
From engagement letters to workpapers, every answer shows the exact file or message used.
Three steps.
That is it.
No training course. No call with an IT team. If you can use email, you can use Lobbi Brain.
01
Add engagement files.
Add letters, workpapers, reports, checklists, and client correspondence.
02
Ask a recorded question.
Use plain language to find a status, method, amount, request, or approval.
03
Inspect the support.
Open the exact workpaper, reconciliation, list, or message used.
Start with a small set of files, then add more when your team is ready.
Your files stay private.
Every answer shows its work.
Your team handles important information every day. Lobbi Brain keeps those files inside your account.
- Engagement letters
- Workpapers
- Reconciliations
- Prior returns
01
Client files stay private.
Only authorized people in the firm account can search added engagement records.
02
Answers stay supported.
Each answer points back to the workpaper, report, letter, or message used.
03
Retrieval, not accounting judgment.
Lobbi Brain finds recorded facts and does not replace professional review.
04
Teams share engagement context.
Partners and staff can work from the same permitted source material.
Before. With Lobbi Brain.
Search the client portal, workpaper folder, inbox, and close tracker.
01
Before Lobbi Brain
Too many places to check.
Engagement letters
Beacon Foods Engagement Letter
Source on file
Workpapers
Fixed Asset Workpaper
Source on file
Reconciliations
May Bank Reconciliation
Source on file
Message another staff member to learn what is still missing.
02
With Lobbi Brain
Ask once and open the exact engagement record behind the answer.
Which accounts remain unreconciled?
Answer
Operating and payroll accounts
The operating and payroll accounts remain open for May.
May Close Checklist — items 7 and 9
Close checklist
- Answer shows the file and page.
- No digging through folders.
- Easy to double-check.
Read the request status and the client list that records it.
Built for every role across accounting and bookkeeping.
One shared place for every team member who needs answers from the same files.
Example question for Partners
Review engagement status, recorded decisions, and client history.
Which accounts remain unreconciled?
The operating and payroll accounts remain open for May.
May Close Checklist — items 7 and 9
Close checklist
File used
May Close Checklist — items 7 and 9
Close checklist
The operating and payroll accounts remain open for May.
Operating and payroll accounts
Straight answers to common questions.
Privacy comes first. Always.
Your files stay private. They never train AI, and we do not sell your data.
Make engagement files easier to search.
Start with one recurring workflow and the questions staff answer every month.
- Your files stay private.
- Your files never train AI
- No credit card
Engagement letters
Beacon Foods Engagement Letter
Workpapers
Fixed Asset Workpaper
Reconciliations
May Bank Reconciliation
Prior returns
2026 Business Return
Client messages
Document Request Thread