Turn the chasing you already do into proof the client can see.
You close 10 to 40 clients' books in QuickBooks Online every month. We hand each one a dated, logo-branded report showing what you asked for, what came in, what's still holding things up, and whether their books closed on time.
One client, built from forwarded emails. Your clients install nothing and log into nothing.
Your Firm — Monthly Close
Northside Cafe · May 2026
- ✓ Bank statementsReceived May 3
- ✓ Credit card receiptsReceived May 6
- ! Two missing receiptsAfter 3 reminders
The chasing finally pays you back
Today the document-chasing is work nobody sees or pays you for. Here's what it becomes.
A visible deliverable
Your scattered email chasing becomes one branded report a client can actually hold — and you can bill for.
Proof when a close runs late
Show, with the dates to back it up, that the close ran late because the client's papers came in late — not because of you.
The same close, every client
Same deadlines, same reminder wording, same proof for everyone, every month — without redoing the work.
Start from your inbox, not a new app
Forward your request emails
Send in the document requests you already email. We line them up by client and document, then run a simple three-step reminder for you.
Replies save themselves as proof
Every reply and file is captured automatically — who you asked, what they sent, and when — building the record behind each report.
Send the branded report
A dated summary with your logo goes to the client, showing what arrived, what's open, and whether the books closed on time.
Your chasing, turned into something the client can hold
A dated, branded summary that earns its place in the monthly package you already send.
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✓
What came in, what's still missing
A clear line for every document, plus who still needs to act.
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⏲
The reminders you sent
Friendly, firm, and final messages — already written, with the dates they went out.
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◎
A clear status
Done, done with a few open items, or waiting on the client — so the close is never a question.
Works with QuickBooks Online — never takes over
It links to the client's document requests so your team can check things off. It never changes bills or transactions, so there's no second set of books to keep.
Built for the way your firm closes books
Whether you keep books for ten clients or forty, every close adds to a record only you hold.
Prove a late close wasn't on you
Show the client the close ran late because their papers came in late — with the dates as backup.
Make your monthly package look better
Add a report clients can actually see they're paying for, right alongside the books.
Keep every client the same
Same deadlines, same reminder wording, same proof for everyone, every month.
Find your slow clients
See which clients and which documents keep causing delays, month after month.
Sits next to your stack — never replaces it
▣ QuickBooks Online
Links straight to the client's document requests and keeps light status in sync. It never changes transactions.
✉ Your email
Forward your request emails in. Replies and files get saved as proof on their own.
Works alongside Financial Cents, Keeper, and Karbon — not against them.
7 days
To your first report — no setup call, under ten minutes of help per client each month.
2 months
Firms adding the report to their client close package after just two months of use.
$0
To start. No card, no setup call, and nothing new for your clients to learn.
Priced as a small add-on for your firm
Make real proof before you pay anything. The report becomes a visible line in the close package you already bill.
Solo firm
$29/mo
One client, branded reports, and QuickBooks Online links to get started.
Monthly-close firm
$49/mo
Up to ten clients, branded reports, QuickBooks Online links, and month-to-month history. The full chase-plus-report workflow together — versus $58 a month bought separately.
Bigger firm
$99/mo
Thirty clients, team roles, and higher email limits.
Start free: one imported request list and a sample report, so you can make real proof before paying. Sits under the big practice suites that charge per user.
Send your first status report free.
For one client, made from the emails you already send. Upgrade to a paid plan only once a real report is in a client's hands.
No card. No setup call. Nothing new for your clients to learn.