The situation: Excel lists across every client
Lasse Dam Pedersen has worked in accounting since 2014 and is a finance consultant at Under37. Under37 runs bookkeeping and accounting for its own client portfolio — and a portal that helps bookkeepers win more clients.
But the day-to-day looked like the one most bookkeepers know.
"Before LedgerBee, most of the day went into Excel — almost daily, with lists going back and forth, reconciliation and questions across the different clients."
Lasse Dam Pedersen
Finance Consultant, Under37
The trigger: Payments are the heavy lifting
It's not the bookkeeping that eats the hours. It's everything around it: payments in one system, integrations to the client's accounting software, reconciliation somewhere else.
"It's mainly payments that are the heavy burden day to day — where you're off in other systems, building integrations to the existing accounting software, just to bring it together in one place."
The win isn't a single feature. It's that the same flow can run for every client:
"You streamline the flow by bringing everything onto one platform. That helps a lot, and it means we can run the same flow across clients."
The barrier: You don't move clients on a feature list
A bookkeeper puts their name on the client's numbers. So before Under37 moved anyone, Lasse went through the entire platform.
"When I agreed to do a full audit of the platform, the point was to give proper feedback and improve it. I went at it from one end, checked every feature — the interface and the numbers side — and was surprised several times along the way."
The solution: One flow across every client
Today Under37 runs its clients' payments, reconciliation and bookkeeping in LedgerBee.
"It's safe to work in. It's clear. It has a good interface. When you show it to clients, they're impressed by what it can do — and they're comfortable making the switch."
The results: Time for what a bookkeeper is actually paid for
The partnership isn't about a system. It's about what the bookkeeper's job looks like in three years.
"The bookkeeper's typical, classic task is turning into advice and sparring. We can automate a lot, but what we mustn't lose is the foundation — the fundamental knowledge behind the numbers. I think we keep that here, by bringing it all together."
And to the bookkeeper facing the same decision Lasse once faced:
"If you're a bookkeeper or accountant considering switching, or moving clients onto the platform, I'd say: you can do that with confidence."