It keeps asking until the folder is complete
Built for the owner or practice manager of a small accounting or bookkeeping firm — 8 to 80 clients, one to ten staff, on QuickBooks Online or Xero.
Sell the chase, not the capture
Add a client once. Say what that client owes every month. After that, the asking is ours — not the firm's.
Each client gets their own link
No account for the client to set up. They open their link, upload what's due this month — a bank statement, an invoice, a receipt — and get back to their day.
March checklists are out
On the first working day of the month, the firm gets one line: how many clients have been asked, and how many are still waiting on the firm itself.
One trigger, every month, external to the firm
Add each client once
Say what they owe every month: bank statements, purchase invoices, sales invoices, card receipts.
The firm is told what is outstanding
On the first working day of the month, one line: how many clients have been asked, how many are still waiting on the firm.
Each client gets their own link
No account for them to create. They upload what is due, whenever they get to it.
The asking continues until the folder is complete
Then it comes back import-ready — read, sorted, ready for QuickBooks Online or Xero.
Five minutes, before you pay anything
Bring one client's shoebox of statements and receipts. Get back the same documents — read, sorted, import-ready — within five minutes of arriving, before paying anything.
Priced by how many clients are active
Solo
Up to 10 active clients
Firm
Up to 40 active clients
Practice
Up to 150 active clients
Billed monthly. Sold from our own site behind a sign-in, through hosted Stripe checkout.