Month-Track

Workflow app for Croatian accounting firms to track missing monthly client documents, reminders, and month-end readiness.

Observed

Built from watching a real accountant spend half a morning on spreadsheets and reminder emails.

Built

Client management · Croatia-specific document presets · Lazy month creation · Monthly checklist · Ready/incomplete workflow · Dashboard overview · Single and bulk reminders · Automatic reminder logic · Month history · Printable monthly summary

Live App Back to overview

Demo login

Email demo@skarica.euPassword demo1234

Month-Track — Dashboard showing at-a-glance view of which clients are missing documents this month

Problem

Accounting firms often manage recurring monthly client document collection through scattered emails, notes, and manual follow-up. Month-Track addresses the operational gap between knowing what should arrive each month and knowing exactly what is still missing, for which client, and whether follow-up has already happened.

Solution

Month-Track is an accountant-side workflow tool for creating clients, opening months, tracking required documents, sending reminders, and marking months as ready.

Core features

Auth and protected routes
Client management
Croatia-specific presets
Lazy month creation
Monthly checklist
Ready / incomplete workflow
Dashboard overview
Single and bulk reminders
Automatic reminder logic
Month history and navigation
Overdue threshold setting
Printable monthly summary

Workflow

Create client
Define required document types
Open month
Track statuses
Send reminders
Monitor dashboard
Mark month ready
Generate summary

Screenshots

Month-Track — Login — clean entry point with email auth — Login — clean entry point with email auth

Month-Track — Dashboard — at-a-glance view of which clients are missing documents this month — Dashboard — at-a-glance view of which clients are missing documents this month

Month-Track — Clients — full roster with status indicators — Clients — full roster with status indicators

Month-Track — Client detail — per-client document requirements and history — Client detail — per-client document requirements and history

Month-Track — Monthly checklist — the core workflow where documents get tracked — Monthly checklist — the core workflow where documents get tracked

Month-Track — Reminder settings — configurable thresholds for automatic follow-ups — Reminder settings — configurable thresholds for automatic follow-ups

Month-Track — Monthly summary — printable report for month-end closure — Monthly summary — printable report for month-end closure

What I learned

Boring problems are underserved. The best product idea I had came from watching an accountant flip between three browser tabs and a paper checklist.
Scope discipline is a product decision. I cut a notification system, a client portal, and a reporting dashboard from v1. Every cut made the core workflow tighter.
Domain specificity is the advantage. Croatian accounting has specific document rhythms tied to monthly tax deadlines. Generic project management tools miss this.
Small closure moments matter more than dashboards. The “mark month as ready” action seemed trivial. It turned out to be the single most satisfying moment in the workflow.

Next steps

Accountant feedback
Stronger workflow refinement
Possible future client portal
Production sender and domain setup for unrestricted reminders