Month-end close stalls waiting on bank statements and receipts — and you end up writing that awkward third nag email, tracking what's missing in a spreadsheet per client. DocNudge keeps one board of every missing document, sends the polite reminders for you, and keeps the trail. Built for bookkeepers and small bookkeeping firms.
AI-ready by design: use it directly, or connect Claude (ChatGPT, Gemini, Copilot too) via a focused MCP tool layer — "which clients are missing June bank statements?" answered from your real records.
Every outstanding document — per client, per month — sorted by what's blocking close, so you know exactly where each client stands before you open their books.
Scheduled reminder emails at 14, 7, and 3 days — friendly, firm, and on-brand — so you never have to write the third nag yourself.
Mark documents reviewed and complete, not just received — so a wrong-month bank statement or a half-legible receipts photo gets caught the day it arrives.
Who was asked, when, how many times, and what arrived — attached to each record and exportable, so "we requested it three times" is a lookup, not a memory.
One stalled close costs more than a year of DocNudge. Multi-bookkeeper firms from $99/mo.
We're onboarding founding firms now. Tell us what you're chasing in spreadsheets today.