Launched this week
LedgerChase Assist
Missing-document follow-up workspace for bookkeepers
3 followers
Missing-document follow-up workspace for bookkeepers
3 followers
LedgerChase Assist helps bookkeepers and accounting teams stop chasing clients for missing documents. Upload bank statements or CSV/XLSX exports, and a transparent rules engine flags missing receipts, invoices, and business explanations. Generate client-ready follow-up emails, SMS, QBO notes, and Excel/PDF/CSV reports in one click — with full audit trails for your team.
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