Chase missing documents without chasing people.
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.
Real data, nothing to install. Or get early access if you'd rather we set it up on your own records.
Ask it questions the way you'd ask a staff accountant — "which clients are holding up close this month?" — and get the answer straight from your records. Works with AI helpers like Claude and ChatGPT, if your firm uses them.
| Client | Document | Status |
|---|---|---|
| Lakeside Dental PLLC | 6d late | |
| Marotta Landscaping | 12d late | |
| Hartman Properties LLC | 3d late |
What it tracks for you
One board of everything missing
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.
Polite persistence, automated
Scheduled reminder emails at 14, 7, and 3 days — friendly, firm, and on-brand — so you never have to write the third nag yourself.
Validation, not just receipt
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.
Audit-ready trail
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 month-end close that slips a week costs more than a year of DocNudge. Firms over 40 clients from $99/mo.
Questions people ask
What is DocNudge?
Client document chasing for bookkeepers. One board of everything missing, automated polite reminders, and an audit-ready trail.
Who is DocNudge for?
client document chasing for bookkeepers.
How much does DocNudge cost?
DocNudge costs $49 per month, per firm, not per client, after a 14-day trial. A card is taken at signup and you are not charged until the trial ends. You can cancel at any time in one click.
Do I have to install anything?
No. DocNudge runs in your browser. There is nothing to install and nothing for your IT person to set up — you can try the live demo on this page right now without creating an account.
Can DocNudge work with an AI assistant?
Yes. If your office already uses an AI helper like Claude or ChatGPT, it can answer questions straight from your records — "who's overdue right now?" — without you opening the board. It can only look things up, never change anything, and every question it asks is written to your activity log. We set the connection up for you.
What are we waiting on from Marotta Landscaping?
Search tracked client documents by client name or document type. Returns matching records with status (validated, received, missing, overdue) and the date each is needed by.
Which clients are holding up close this month?
List every client document still missing (not yet received), most critical first — past due at the top, then by days remaining. Optional period (YYYY-MM) scopes to one close month.
What's due in the next 7 days?
List client documents needed within the next N days (default 30), including ones already received, so clients can be chased before close slips.
How's this month's close looking?
Get the month-end close summary for a period: totals for tracked, still missing, past due, due this week, and awaiting review. Includes period and as-of stamp.
Get early access
We're onboarding founding firms now. Tell us which document holds up your close.