Automate accounting document collection and reminders.
I develop and set up document follow-up tailored to your accounting firm: requests, reminders and an overview of what is missing.
Free call with Kevin.
Updated
From missing-document list to client reply.
This shows one possible delivery using Excel and email. The accountant tracks status in the same Excel list.
Today you write the request yourself.
In this example, the accountant records missing documents in Excel and writes client emails manually.
The setup creates email drafts from the list.
It collects missing items in one draft and shows in the Excel list which cases the accountant needs to follow up.
You check and send the emails. You record replies in the list and review the documents.
To the client · example
We are missing two receipts.
Hi! To finish September, we need:
- Train journey · 4 September
- NOK 680
- Parking · 9 September
- NOK 145
Please reply to this email with the receipts. Thank you!
Choose how much happens automatically.
The example creates drafts for an employee to send. Automatic sending and reply tracking can be considered if you want them.
- Requests and reminders
- You choose whether an employee sends messages or agreed messages are sent automatically. Rules and required system access are clarified before the quote.
- An overview of what is missing
- In the basic proposal, you update the Excel list. Automatic reply tracking is only included if support in the client channel is confirmed before the quote.
How we build it for you.
We review the current work.
Bring an example of a typical reminder round. In the meeting, we choose one task and clarify what needs investigating before I can quote.
You receive scope and a fixed price.
A written quote describes the task, systems and deliverables. You approve before building starts.
I build, test and show you the setup.
We test with cases you know before the setup goes into use. Hosting, support and later changes are agreed and priced separately.
Questions about document collection.
Do we need to change accounting systems or client portals?
I start with the systems and channels you use. If existing features solve the task, you do not need a custom-built solution.
Who decides what is sent to the client?
You agree on recipients, content, deadlines and approval. The setup follows your procedures. An employee reviews unclear documents and replies.
What does it cost?
You receive a written quote with scope and a fixed price before building starts. The price reflects the work and the systems to connect. Hosting and support are agreed separately.
Want to reduce manual document follow-up?
In the call, we look at your current reminders, client replies and the systems you use.
Map one task in 20 min
Kevin BjorvandDeveloper and founder