Stop chasing clients for month end documents.

Your clients upload in seconds — no account or login required. Document collection built for bookkeeping teams of every size, from solo practices to corporate firms.

  • Automated reminders that chase clients, so you don't
  • Client-friendly uploads — no login, works on their phone
  • One secure dashboard that gathers every client's documents in one place and tracks exactly who's still behind
  • AI reads each receipt into clean data, one click to QuickBooks Online or Xero
Start your free week
Explore a live demo — no signup needed →
Start free for a week — no credit card. Keep going from $35/mo, backed by a full 30-day money-back guarantee.
clientclose.app/app/dashboard
Live demo
July 2026 close
Good to see you, Jordan.
5 days to close — deadline is the 10th.
Manage clients + Add client
Total clients
7
Complete
2/ 7
In progress
3
Past due
2

Client status

Edit templates

Every client, every document, one screen. Past due shown first.

ClientDocumentsStatusActions
MB
Marisol's Bakery
Marisol Vega
2/6
Past due
Nudge Open
PF
Peak Fitness LLC
Darnell Price
1/6
Past due
Nudge Open
G&
Grimm & Co Law
Alicia Grimm
4/6
In progress
Nudge Open
VL
Verde Landscaping
Tomás Reyes
3/5
In progress
Nudge Open
TS
TechNova Solutions
Kevin Osei
5/7
In progress
Nudge Open
AC
Anchor Coffee Roasters
Priya Nair
6/6
Complete
Nudge Open
SD
Sunny Dental
Dr. Ellen Park
4/4
Complete
Nudge Open
Explore this dashboard live →
Interactive demo — no signup needed
The month end tax

You did not become a bookkeeper to send reminder emails.

But here you are. Four days into month end, still waiting on three clients for bank statements.

Texting Mike for the fifth time about his Amex charges. Digging through email for that receipt Sarah swears she sent last Tuesday.

Meanwhile your family time, your strategic work, and your actual margins quietly disappear.

How it works

Set it once. Close the month without the inbox war.

STEP 01

Set up client checklists in minutes

Build a template of what you need each month. Bank statements, credit card summaries, receipts, payroll. Apply it to every client with one click.

Full-service monthly close 10 items
+ 5 more — sales invoices, merchant statements, loans, cash expenses, owner draws
Tap an item to include or drop it — that's the whole builder.
STEP 02

Clients upload through a link

No account to create. No password to reset. Your clients click the link, drag files in, and you get notified the second documents land.

ClientClose
Sarah's Bakery
November documents 0 of 3
No login. No password.
STEP 03

The system chases, not you

Automated reminders nudge clients until they upload. You see everyone's status on one dashboard. No more "did I follow up with Sarah yet?"

Day 3 First reminder sent to Mike's Auto Shop
Day 6 Second nudge — still missing 4 of 5 documents
Day 7 Mike uploaded 4 files. Marked complete.
Day 10 Final reminder queued for 1 remaining client
What you get

Built for the way real bookkeepers actually work.

Automated reminders

Set the schedule once. ClientClose nudges clients on the 3rd, 6th, and 10th until they upload. You stay out of it.

Client friendly uploads

Your clients do not need an account. They get a link, drop files in, done. Works on their phone too, because you know half of them will.

Two of three sent from her phone, on the way to work — no account, no password.

Month end dashboard

Every client, every document, every deadline on one screen. Know exactly where you stand at 6am on the 5th of the month.

NORTHSIDE SUPPLY CO
418 Harlow St · 11:42 AM
TOTAL$128.44
Receipt AI

Receipts read themselves.

Your client photographs a receipt. The vendor, date, tax and total come back as clean fields with a confidence score — then post straight into QuickBooks Online or Xero. No keying it in.

Confidence 98% — ready to post
Pricing

Pricing that scales with your receipts.

Start with a free week — no card required. Move to a paid plan when the workflow earns its keep. Cancel anytime.

One flat rate, unlimited use within your plan — versus $8/client on Keeper or $59/user on Karbon.

Free week
Try the whole workflow before you pay.
$0
7 days, no credit card.
  • Up to 5 clients
  • Full close workflow & client portal
  • Automated document reminders
  • 10 AI receipt scans
  • Tally, the built-in AI assistant
  • 500 MB document storage
Start free week
Starter
One bookkeeper, one seat — month-end handled.
$35/month
or $28/mo billed annually — save 20%.
  • Up to 20 clients
  • 1 team member
  • 100 AI receipt scans / month
  • One-click QuickBooks Online & Xero sync
  • Tally, the built-in AI assistant
  • 5 GB document storage
  • Client upload & review workflow
  • Automated reminder sequences
Start free week
Popular
Pro
For growing firms and teams — up to 3 seats.
$59/month
or $47.20/mo billed annually — save 20%.
  • Everything in Starter
  • Up to 3 team members
  • Up to 50 clients
  • 500 AI receipt scans / month
  • 20 GB document storage
  • Priority support
Start free week →
Custom
For larger practices and corporate teams.
Let's talk
Tailored to your close.
  • Higher scan & client limits
  • More team members
  • Custom invoicing
  • Onboarding support
  • Priority planning
Contact us
How we compare

Looked at the other tools?

Honest, side-by-side breakdowns against the tools bookkeepers usually weigh us against — including where they might be the better fit.

vs Keeper
Charges per client (~$8 each), so the bill climbs as your practice grows. ClientClose stays flat.
Save ~$125/mo at 20 clients
See the comparison →
vs Dext
Great at capturing receipts — but priced per client with a 10-client minimum, and you still chase every other document by hand.
Save ~$145/mo vs their minimum
See the comparison →
vs Content Snare
Their $42/mo basic collects the file, then stops — it doesn't read receipts into your books.
Cheaper at $35/mo — and reads receipts
See the comparison →
vs Karbon
A per-seat platform ($59–89/user, 3-user minimum) built for big firms — and priced like one.
Save ~$140/mo vs their minimum
See the comparison →
See all comparisons →
Questions

The honest answers.

Does it integrate with QuickBooks Online?
+
Yes. Connect your QuickBooks Online company once, choose the account each expense is paid from and its default category, and every scanned receipt is one click from your books. The AI reads the vendor, date, tax, and total into clean fields with a confidence score you can check before anything is sent. Available on all paid plans.
Does it integrate with Xero?
+
Yes. Connect your Xero organisation, pick the bank account expenses are paid from and a default expense category, and each scanned receipt posts across as a spend money transaction. Totals are sent tax inclusive, exactly as they read on the receipt, so nothing is marked up on the way in. If you keep books in both systems you can connect QuickBooks and Xero together and choose where each receipt lands. Available on all paid plans.
Do you support QuickBooks Desktop?
+
Not yet. ClientClose syncs with QuickBooks Online and Xero. Clients on QuickBooks Desktop can still upload documents, and you can still scan their receipts and correct the extracted fields; you would enter the expense in Desktop yourself rather than sending it across in one click.
What if it does not work for my practice?
+
Full refund, no questions asked, any time in your first 30 days. I would rather give your money back than have you pay for something that does not earn its keep.
How is this different from Karbon or Keeper?
+
Both are built for multi-person accounting firms, and their pricing climbs as you grow. Karbon runs $59 to $89 per user each month, with a three-user minimum on its main plan. Keeper (now Double) charges per client — roughly $8 to $10 each month for every client you add. ClientClose is one flat rate from $35/month with your clients included, built for bookkeepers of every size — solo practices to corporate teams — who just want the document chase handled, not a full practice-management overhaul.
Will my clients actually use it?
+
The upload link works without an account. Clients click, drag files, done. It is genuinely less friction than email attachments, which is exactly why bookkeepers we talked to picked this over every alternative.
Still have a question? Email support@clientclose.app and I'll personally reply.
See if it fits your firm

Start with a real client workflow, not a generic demo.

Tell us how your firm handles document collection today, and we'll help you decide whether ClientClose fits your month-end close — before you spend a minute setting anything up.

Close next month without the email war.

Start free for a week. Then from $35/mo — automated reminders, AI receipt scanning, and one-click QuickBooks Online & Xero sync.

Start your free week →
Risk-free — full refund within 30 days, no questions asked.