Clients send files late
Month-end close slips because one client forgot statements and another sent payroll after the deadline.
Built for solo bookkeepers
Stop chasing clients for missing documents.
Send one monthly checklist link, automate polite follow-ups, and see exactly who still owes bank statements, receipts, payroll reports, and loan docs.
1 link
No client account required to upload files.
4 nudges
Automated reminders before month-end close.
0 spreadsheets
One dashboard for every missing document.
Client document tracker
May 2026 monthly bookkeeping close
18
Ready to work
22
Waiting on client
8
Past due
Greenway Coffee
Missing: bank statement, receipts
Northstar Plumbing
All documents approved
Brightside Studio
Missing: payroll report
Client upload link
ledgerchase.com/u/greenway-may
✓
May checking account statement
Approved
Credit card receipts over $75
Missing
Payroll summary report
Missing
No password needed
Clients see only their checklist and can upload from phone or desktop.
The pain you are selling against
Bookkeepers do not need another full practice suite. They need the monthly chase to stop stealing billable hours and delaying client work.
Documents arrive everywhere
Receipts come through email, Drive, Dropbox, text messages, and random portal links. Nothing feels complete.
Status lives in memory
The owner knows who still owes what, but only after checking threads, folders, and a tracking spreadsheet.
MVP feature scope
The first version stays intentionally narrow: checklist, upload, reminders, review status, and export. No accounting engine, no bloated client portal.
Monthly request templates
Reuse document checklists for common client types like retail, services, contractors, and payroll clients.
Magic upload links
Each client gets a secure checklist link and can upload missing files without creating an account.
Automatic follow-ups
Send polite nudges before and after due dates, then stop once every required item is approved.
Missing-doc dashboard
Filter clients by ready, waiting, and past due so the bookkeeper knows where to spend attention.
Approve or reject files
Mark a file as approved, wrong month, unreadable, or incomplete and trigger a focused follow-up.
Download close packet
Export approved files by client and month for Google Drive, Dropbox, or local bookkeeping folders.
Validation pricing
Pricing should feel like a tiny fraction of the time wasted chasing clients. Use this to test willingness to pay before building a full backend.
Starter
$19/mo
For bookkeepers testing the workflow with up to 10 clients.
- 10 active clients
- Monthly checklist links
- Email reminders
Solo
$39/mo
For a solo bookkeeper managing recurring monthly clients.
- 30 active clients
- Reusable templates
- Late document tracking
Firm
$79/mo
For small firms with a shared monthly close process.
- 100 active clients
- Team review states
- Close packet export
Join the early access list
This form is intentionally simple for MVP validation. Use responses to qualify prospects, schedule calls, and confirm whether $29-$49 per month feels fair.