Forty clients chased for exactly what the close needs
One routine checks every client against the bank feed, drafts an itemized chase naming what is missing, logs who replied and re-chases the rest three days later.
Forty clients, forty document chases, one routine. It runs on your period-end date, drafts the batch, and you approve it in ten minutes.
The close rarely goes wrong on the debits. It goes wrong on the twelve clients who have not sent statements. Your companion works the tools the practice already runs: Xero is a native integration, QuickBooks and the tax authority portals are worked in your logged-in session, and every client email waits for your approval.
Who chases the missing documents this month?
A companion sweeps each client’s state at your period-end cadence: which statements arrived, which receipts are missing against the bank feed, who still owes the answer to last month’s query. Then it drafts the chases, specific and itemized, and polite on the third attempt.
You approve the batch in ten minutes. It logs who responded and re-chases who did not, three days later. The same machinery runs debtor work for your clients: invoice chasing is the identical loop pointed at their customers.
Get the reporting pack drafted before you open the file
Per client, a companion pulls the profit and loss, the aged receivables and the balance-sheet movements from Xero, then drafts the plain-language summary you attach to the numbers: what moved, what looks unusual, what to flag.
The judgment lives in your edit. The companion notices the margin dipped; you know the client prepaid a year of software. QuickBooks-side clients get the same pass through your signed-in session, on the weekly reporting cadence you set.
Deadline season, with a routine watching the calendar
One view over the whole book: every filing deadline and each client’s document status, refreshed on a schedule, with the chase cadence escalating as dates approach.
Monday brings the honest list of which filings are actually at risk, while it is still fixable, instead of the client who ignored four reminders surfacing two days out.
What never leaves the accountant’s desk?
The treatments and the signatures.
How to classify the edge case, what the provision should be, whether the position is defensible. A companion prepares the file up to that line.
Filings are submitted and reviewed by you under credentials that stay yours. Client financial data sits in accounts you signed into, on your own machine, with consequential actions pausing for approval; the security page has the whole model.
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Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents