# Bookkeeper · Day 7 — One pipeline, every client, every month

**Subject:** One pipeline, every client, every month
**Send:** Day 7
**Goal:** reframe from one-off tool to monthly workflow

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Hi {{first_name}},

A week in. By now you've probably run DataTools on 1-2 client exports and confirmed it does what the landing page promised.

The thing buyers tell me they wish they'd done from day one: **set it up as a workflow, not a one-off.**

The pattern that works:

**1. Make a folder per client.** Inside each client folder, a subfolder per month: `Acme Co/2026-05/`. Drop the raw export here.

**2. Save your DataTools settings as a per-client preset.** The "Save settings" button in the analyzer drops a `.datatools-preset.json` file. Stash that in the client folder. Next month, load the preset and the analyzer pre-configures with the rules you tuned for that client (e.g., your "Amazon Marketplace" canonical name, your client's specific merchant aliases).

**3. Run the pipeline. Get three files back:** the cleaned CSV, the audit CSV, the gate report. Move them into `Acme Co/2026-05/cleaned/`.

**4. Import the cleaned CSV to QuickBooks. Email the audit CSV to the client.**

Total elapsed time per client per month, after the first: 3-5 minutes. The first month per client is longer (~15 min) because you're tuning the preset.

The buyers who do this are the ones still emailing me 3 months later — usually with feature requests for the next client they want to onboard. The buyers who only ever run it ad-hoc tend to drift back to spreadsheets within 2 months.

If you want, reply with a sanitized export and I'll show you what your starting preset should look like — happy to do this for the first 50 buyers.

— Michael
{{support_email}}
