Get Client Documents On Time, Every Time
Stop the monthly chase for bank statements, receipts, and invoices. Doc Cheetah automates document collection so you can deliver books on schedule.
The Monthly Struggle Every Bookkeeper Faces
Endless Email Chains
Send dozens of emails each month requesting bank statements, receipts, and invoices. Clients respond with partial information or wrong formats.
Late Monthly Closes
Month-end deadlines slip because client documents arrive late or incomplete, forcing you to work weekends and disappoint clients.
Document Chaos
Spend hours organizing receipts, bank statements, and invoices from multiple sources, formats, and email threads.
Streamline Your Monthly Process
Transform document collection from chaos to clockwork with automated workflows.
Set Monthly Templates
Create standard monthly checklists for each client including bank statements, credit card statements, receipts, invoices, and payroll reports with specific due dates.
Automated Monthly Requests
On the 1st of each month, clients automatically receive their personalized document request with clear instructions and deadlines. No manual work required.
Smart Reminders
Gentle automated reminders keep clients on track. Escalating notifications ensure nothing falls through the cracks as month-end approaches.
Organized Delivery
Documents arrive pre-organized by category and date. OCR technology reads and categorizes uploads automatically for seamless import into your accounting software.
Monthly Results
All Monthly Documents, Automatically
Banking & Cash
- Monthly bank statements
- Credit card statements
- Merchant account reports
- Loan and line of credit statements
Sales & Revenue
- Sales invoices and receipts
- POS system reports
- Online payment processor reports
- Cash register reports
Expenses & Purchases
- Vendor invoices and bills
- Business receipts and expenses
- Utility and office expense bills
- Mileage and travel logs
Payroll & HR
- Monthly payroll reports
- Tax deposit confirmations
- Employee timesheets
- Benefits and insurance documentation
Inventory & Assets
- Monthly inventory counts
- Purchase orders and receiving reports
- Asset purchase documentation
- Depreciation schedules
Compliance & Reporting
- Sales tax filings and reports
- State and local tax documents
- Insurance certificates and renewals
- Regulatory compliance documents
"Doc Cheetah completely changed how I run my bookkeeping practice. I used to spend the first week of every month chasing documents. Now my clients upload everything automatically and I can deliver reports by the 15th every month."
Maria Rodriguez
Owner, Rodriguez Bookkeeping Services
Ready for Stress-Free Month-Ends?
Join bookkeeping professionals who've eliminated the monthly document chase.
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