Click around a real one.
Every business runs on the same few things: bookings, approvals, requests, client portals, tracking and content. Each example below is one of them, working, with sample data. Switch roles to see what each person sees. Nothing to sign up for, and nothing you do is saved.
Don't see your business? You don't need to. Describe how your work moves and we build it your way. Describe yours.
For bookkeeping and accounting
See every example- Shown for a bookkeeping firm · works for any teamClient onboarding and document requestsA shared checklist that takes each new client from signed to live, documents included.Roles: Our team · ClientAlso used for: Law offices, Insurance brokers, Payroll servicesOpen live example
- Shown for a marketing agency · works for any teamClient portalClients approve your work and send requests in one place, not in five email threads.Roles: Our team · ClientAlso used for: Architects, Web developers, RecruitersOpen live example
- Shown for a law office · works for any teamNew matter intake and approvalNew work is logged, checked for conflicts and approved by a partner before it starts.Roles: Intake coordinator · PartnerAlso used for: Consultants, Insurance brokers, ArchitectsOpen live example
None of these is exactly how you work? They don't need to be. Start from your own words: “New clients get a checklist of documents we need, and they tick it off until their books are live.”
Sketch yoursYours would fit your business, not ours.
These are starting points. Describe how your business actually runs, and Matrixcape builds yours around it: your fields, your steps, who approves what, your words. Change any of it later by asking.
We're letting owners in every week. Apply in 30 seconds — you'll get an email invite, then build free.
What the examples can't show yet
- Connecting to QuickBooks, Square, Google Calendar or your other tools
- Email and text notifications
- File and photo uploads (add a link to the file instead)
- Spreadsheet import and export
- Native iPhone and Android apps (it works in the phone's browser)
- Your own domain, and single sign-on