Automations for accountants
Document request chaser for accountants
Most accounting firms I talk to mention the same thing: clients send receipts and bank statements late, in every format. The document chaser deals with it quietly while you're deep in year-end season. Asks for the documents you need, reminds people politely and files what comes in.
Where accounting firms lose time today
- Clients send receipts and bank statements late, in every format.
- Chasing clients for documents eats the week before every deadline.
- Supplier invoices are typed into Xero or QuickBooks by hand.
What it looks like in practice
Take a three-person bookkeeping practice as an example. You need four documents from a client. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in Dext.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- You choose what's needed from a client.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in Dext.
- You see what's still missing.
Tools it connects to
It plugs into the tools accounting firms already use, such as Karbon, Dext, Google Drive and Outlook, and runs on n8n, Typeform and Gmail.
Questions from accounting firms
Does the document chaser work with Karbon?
It depends on your Karbon plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the document chaser, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The document chaser sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built