Less document chasing, more time for the books.
We help accounting firms cut the manual work around month-end close: checking which client documents are still missing, sending reminders, and tracking who's replied. The automation works alongside the accounting software you already use, not instead of it.
Three problems that eat up the most time before month-end close.
Clients don't send documents on time
Before closing the books each month, someone has to manually check who's still missing invoices or confirmations, client by client, starting over from scratch every month.
Chasing replies eats hours, every month
Email, phone, sometimes a text, then another email. Client replies get scattered across the inbox and phone calls, so it's hard to tell at a glance who's sent a complete set and who's still dragging their feet. It comes back on the same cycle as the close.
Exceptions reach the accountant too late
An unusual case (a missing document, an unclear invoice, a late client) often only surfaces right before the deadline, leaving little time to react.
What it looks like before and after automation.
The accountant manually checks who's missing documents and writes reminders one by one, client by client.
Client replies get lost in the inbox, and it's hard to tell who's already responded and who needs another nudge.
Exceptions (missing items, unclear cases, delays) only surface right before the month-end deadline.
The system checks document completeness and automatically sends reminders to clients who haven't submitted a full set yet.
Client replies and statuses are collected in one place, so the team can see at a glance who's replied and who needs another reminder.
The system flags exceptions as soon as they appear and routes them to the accountant with enough lead time to act.
Start with one process
You don't need to change how you work all at once. We start with the single most time-consuming step and see if it holds up.
Three areas where automation takes the most off your team's plate.
No new software to learn and nothing to change in your accounting program. The automation works quietly in the background, alongside what you already use.
Document-completeness monitoring
The system checks which documents are still missing from each client before month-end close and keeps the status up to date, with no manual box-ticking in a spreadsheet.
Client reminders and reply tracking
Clients get reminders automatically, and the team can see in one place who's replied and sent a complete set, and who still needs a follow-up.
Exception handling and accountant escalation
Unusual cases (missing items, unclear documents, late clients) are flagged immediately and routed to the right person on the team with full context.
What we measure during the pilot.
We don't have finished engagements with accounting firms yet, which is why we're not showing results here. Instead, here's what we actually track during a pilot, so you and your team can judge for yourselves whether it holds up.
Time to first reminder
How long it takes from the document deadline to the first reminder being sent to the client.
Number of manual follow-ups
How many reminders and calls your team still has to make manually during the pilot, and how that number changes.
Share of overdue clients reminded
Of every client with missing documents, how many actually get an automatic reminder, pulled straight from the reminder logs.
Number of escalated exceptions
How many cases the system flags for the accountant, and how quickly each one gets routed to them.
Let's test it on your example.
Book a short, free call about how document collection works in your firm today, or ask directly about a paid pilot on a specific process.
How the rollout works, step by step.
Initial call
You walk us through how document collection and client communication work in your firm today.
Process mapping
Together we identify which step (completeness checks, reminders, or escalations) is worth automating first.
Prototype and pilot
We build a working prototype on sample data, then run a paid pilot on a limited, selected scope, alongside the accounting software you already use.
Review and next steps
We review the pilot results together and decide whether and how to extend automation to other processes.
Questions we hear most often from accounting firms
No. The automation works alongside the accounting software you already use. It doesn't replace it, and it doesn't require any data migration or switching tools.
Contact us
Let's start with a conversation. Book a free call — 30 minutes. Tell us what work looks like in your company. We'll tell you if and where automation makes sense — and what you can realistically gain.
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