Monthly bookkeeping requests
Give each client a clear monthly checklist so your firm can see exactly what is still missing.
RequestFlow keeps each request, upload, receipt, and follow-up item together, so staff can see the current state without rebuilding the thread.
Monthly close slows down because documents arrive one at a time.
Clients ask what you still need because the request lives in old emails.
Your team spends too much time sorting attachments before the actual bookkeeping starts.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
Start from a reusable monthly close checklist.
Send one private link for bank statements, receipts, payroll reports, and notes.
Let clients upload against the exact item you requested.
Review missing items before sending a tighter follow-up.
Use plain item names tied to the client work in front of you.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screensPrivate checklist link active
Upload the remaining files here. Your firm will see each upload as soon as it is received.
RequestFlow is built for recurring request patterns, starting with the document requests firms already send each month.
RequestFlow also fits monthly close, cleanup projects, onboarding, and recurring client packets.
Start with one real recurring request where clients usually send partial documents or require multiple reminders.
Share the client request you would clean up first. We will reply with beta availability and founder pricing details.