DocChase collects missing receipts and bank statements from your bookkeeping clients. Each client gets a magic upload link, no login or app. Automatic email reminders follow up until everything arrives. One dashboard shows what's missing at month-end close.
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Maker
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Hey Product Hunt!
I'm Andrei, a solo developer. I built DocChase after realizing the worst part of bookkeeping isn't the books, it's the monthly ritual of asking every client "can you send me your bank statement?" three times.
How it works:
- You build a checklist of what you need (or reuse a template), and each client gets a magic link
- Clients upload from any browser, including their phone. No account, no app, access is verified with an email code
- Automatic reminders nudge them until every item lands, then stop on their own
- Recurring requests recreate the same checklist every month
- One dashboard shows who's done and who still owes what
It's built for solo bookkeepers and small firms, works alongside QuickBooks and Xero rather than replacing them, and the interface and client emails come in 8 languages.
Pricing is transparent: $12 to $49/mo, 14-day free trial, no credit card.
I'd love honest feedback, especially from anyone who does monthly close: what would make this actually fit your workflow?