BeeKeeper Sign-Off

Two signatures. Zero paper.

BeeKeeper Sign-Off routes an expense, a check, or an adjusting entry to the board members who have to say yes.

One approval, from the bylaw to the audit

Nothing in here asks a board member to create an account, and nothing in here is a text message.
  1. Your bylaws already require two signatures

    Almost every PTA, PTO and booster club charter asks a second officer to approve a disbursement. In practice it is a text message, a nod at pickup, and nothing you could show anybody in June.

  2. You send it for review

    Open the expense report, check, journal entry, reconciliation or vendor, choose who has to approve it, and add a note if there is context they need. Require all of them, or set a quorum: any two of five, three of seven.

  3. Each reviewer gets a link of their own

    By email, personal to them, dead after seven days. No account, no password, no app. Only a hash of the link is stored, so a copy of our database could not be used to manufacture a treasurer signature.

  4. They read it, and can ask

    The amount, the payee, the reason, and the receipts or bank statement attached to it — served through their link rather than a permanent file URL, so their access ends when the link does. A reviewer who does not follow a line asks in the thread on the item, and you answer there.

  5. Approve, reject, or abstain

    A rejection has to carry a reason, so the next version fixes the actual objection. A reviewer who is conflicted abstains on the record instead of going quiet. Anyone who hit the wrong button can take their answer back, and both the decision and the withdrawal stay in the log.

  6. The round closes and the decision is written down

    Who approved, when, and from what device, recorded against the item permanently. A round that never mustered its quorum says so out loud rather than quietly passing, and the person who asked is emailed the outcome.

  7. The check inherits the signatures

    Write a check to pay an expense report the board has already approved and those signatures carry onto the check, naming whose they are and when they were given. The same two people are not asked the same question twice.

  8. It is still there in June

    The audit committee asks who approved the $4,070 payment. The answer is attached to the payment, with names and timestamps, and it does not live in one officer's inbox waiting to leave with them.

Your bylaws already require this. Your software probably does not help.

The signature nobody can find

Your bylaws say two officers approve every disbursement. In practice it is a text message, a nod at pickup, and a treasurer hoping nobody asks in June.

The approval that lives in an inbox

The president approved it by email. That email is in one person's inbox, and it leaves when they do.

The board member who will not log in

Asking a busy parent to create an account, pick a password, and find a menu item is asking them not to approve anything.

PTA accounting that runs itself

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What makes it hold up in an audit

An approval is only worth what it can prove six months later. Sign-Off is built to be read by somebody who was not in the room.

Five things you can send for sign-off

Expense reports

The reimbursement a parent submitted, approved before a cent moves.

Checks

The disbursement itself, signed electronically before it prints.

Journal entries

An adjusting entry or correction, approved rather than made quietly.

Reconciliations

A closed month, signed off by someone other than the person who closed it.

Vendors

A new payee approved before the first payment, not after.

And so much more
Automatic bank imports
AI receipt scanning
AI transaction coding
Duplicate detection
Bank reconciliation
Expense reports
Mobile apps
Two-signature Sign-Off
Check printing
Check register
Budgets
Budget vs. actual
Custom chart of accounts
Vendor management
W-9 collection portal
1099 reporting
Form 990 mapping
Treasurer's report
Annual financial report
Balance sheet
Profit and loss
General ledger
Audit Kit
Treasurer Transition Kit
Fiscal year close
Role-based permissions
Permanent audit trail
English and Spanish
MCP server
FutureFund sync

Frequently Asked Questions

Keep your books where school groups keep theirs

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