Process Automation for Bookkeeping Services
True process automation for bookkeepers starts by eliminating the most time-consuming task: manually chasing clients for receipts, bank statements, and invoices. Our platform automates the entire document collection process.
Automate Document Collection →Why Top Bookkeepers Automate Client Document Collection
Our platform is specifically designed to solve the unique document collection challenges faced by bookkeeping services, freeing up your time for higher-value work.
Automated Client Follow-Up
Stop sending manual reminders. Our system automatically follows up with your end-clients via email and WhatsApp, notifying them of the specific documents they still need to provide.
AI-Powered Document Validation
Save time on manual checks. Our AI analyzes submitted documents to validate their authenticity, completeness, and expiration against your requirements, flagging issues instantly.
Centralized Status Tracking
Gain complete visibility with a dashboard that tracks the overall status of each end-client and every individual document, so you always know what's outstanding.