Turn screen recordings into perfect SOPs, automatically
Record an accounting workflow once. ScreenSOP detects every step, captures annotated screenshots, and writes a clean, step-by-step document. What took hours of writing now takes minutes.
NO CARD REQUIRED · 14-DAY TRIAL · SOC 2 TYPE II
Run the month-end close checklist
Month-End Close · 6 steps · captured from a 8:42 recording
Lock the sub-ledgers
Lock AP, AR, and payroll so no new transactions post mid-close.
Post recurring journal entries
Run the saved batch for depreciation, prepaids, and accruals.
Reconcile balance sheet accounts
Work the queue top to bottom; attach docs for any variance over $500.
PROCESSING
TRUSTED BY ACCOUNTING TEAMS AT
THE PROBLEM
Manual SOPs go stale the day they're written
Documentation is the first thing to slip when close is due. ScreenSOP flips the work: do the task once and the document writes itself.
THE OLD WAY
Writing SOPs by hand
- Hours in a doc retyping steps from memory
- Screenshots get cropped, lost, or never taken
- Out of date the next time the software changes
- Every author formats it differently
- Knowledge walks out the door when people leave
THE SCREENSOP WAY
Record once, document forever
- Capture a real workflow in a single recording
- AI detects each step and annotates the screenshots
- Consistent, branded formatting every time
- Flag a step as changed and re-record just that part
- Onboard new hires with searchable, current SOPs
FEATURES
Everything you need to document a workflow
From the first recording to a published, searchable library - the whole loop in one place.
AI step detection
ScreenSOP watches your recording and splits it into discrete, logical steps - clicks, fields, and decisions - without you marking anything.
Annotated screenshots
Each step gets an auto-captured screenshot with the right area highlighted and sensitive figures optionally blurred.
Editable documents
Rewrite a sentence, reorder steps, or add a note. The SOP is a real document you fully control, not a locked transcript.
Always up to date
Version history tracks every change, and a re-record nudge fires when a linked workflow looks like it has shifted.
Roles & approvals
Draft, review, and publish with role-based access. Require sign-off before an SOP goes live to the whole firm.
Accounting integrations
Link SOPs to the tools you already run - QuickBooks, Xero, NetSuite, and Excel - so documentation lives next to the work.
HOW IT WORKS
From recording to SOP in four steps
The whole thing fits inside a coffee break.
Record your screen
Hit record and do the task once, exactly as you normally would. No script, no narration required.
AI detects each step
ScreenSOP breaks the recording into steps and captures an annotated screenshot for every one.
Review & edit
Tidy up the auto-written instructions, drop in a tip, and confirm the order. Most SOPs need a couple of small tweaks.
Share & keep current
Publish to your library, share a link, and let version control flag it when the underlying workflow changes.
BUILT FOR ACCOUNTING
A playbook for every workflow you run
ScreenSOP ships with starting points tuned to finance teams, not generic how-tos.
Month-end close
Lock the close checklist into a repeatable, hand-off-ready playbook.
Accounts payable
Standardize invoice capture, three-way match, and approval routing.
Payroll runs
Document the full cycle so any backup can run it without a panic.
Client onboarding
Turn your best onboarding into a template new clients never see slip.
Tax prep workflows
Capture 1099 prep, extensions, and filings while they're fresh.
Bank reconciliations
Keep matching and clearing steps consistent across every account.
PRICING
Simple pricing that scales with your team
Per member, per month, billed annually. Start free - no card required.
Starter
For a solo bookkeeper documenting the essentials.
- Up to 10 published SOPs
- 5 hours of recording / month
- AI step detection & screenshots
- Excel export
- 1 workspace member
Growth
For firms standardizing close, AP, and payroll.
- Unlimited SOPs
- Unlimited recordings
- Version control & re-record nudges
- Roles, reviews & approvals
- QuickBooks, Xero & NetSuite
- Up to 15 members
Enterprise
For multi-entity teams with security requirements.
- Everything in Growth
- SSO / SAML & SCIM provisioning
- Audit logs & data residency
- Recording redaction policies
- Dedicated success manager
WHAT TEAMS SAY
Accounting teams stopped writing SOPs by hand
“Our month-end close went from a tribal-knowledge scramble to a documented checklist anyone can run. New staff are productive in days, not weeks.”
“I used to dread writing AP procedures. Now I record the invoice flow once and the SOP is done before I've finished my coffee.”
“Version control is the killer feature. When NetSuite changes a screen, ScreenSOP flags the affected SOPs so nothing goes stale on us.”
FAQ
Questions, answered
Yes. ScreenSOP is SOC 2 Type II certified. Data is encrypted in transit and at rest, access is role-based, and every action is captured in an audit log. Enterprise plans add SSO, SCIM, and configurable data residency.
As you record, the model analyzes screen activity - clicks, navigation, and form entry - and groups it into logical steps. For each step it captures a screenshot, highlights the relevant region, and drafts a plain-language instruction you can edit.
ScreenSOP works with any software you can record on screen. Native integrations link SOPs to QuickBooks, Xero, NetSuite, and Excel today, with more in the pipeline.
Recordings are processed to generate your SOP and then retained only as long as you choose. You can auto-blur sensitive figures, set redaction policies, and delete a recording while keeping its finished document.
Completely. Every SOP is an editable document - change wording, reorder steps, add notes, swap screenshots, and apply your firm's logo and formatting before publishing.
Document your next workflow in minutes
Start free, record one task, and watch a polished SOP write itself.