Sample data. Demo close packet — not a production export.
DocNudge close packet — June 2026
Generated 2026-11-15T08:41:39.009Z · tracked 14 · missing 9 · needs review 3 · validated 2
Bright Path Tutoring
1/2 in · 1 missing
| Document | Status | Last chased | Reject / file |
|---|
| Bank statement — Operating — June 2026 Operating |
20d left |
— |
|
| Payroll register — June 2026 |
NEEDS REVIEW |
2026-11-08 · ×1 |
bpt-payroll-june.pdf |
Hartman Properties LLC
1/3 in · 2 missing
| Document | Status | Last chased | Reject / file |
|---|
| Loan statement — Note *4410 — June 2026 Note *4410 |
3d late |
2026-11-14 · ×2 |
|
| Receipts batch — June 2026 |
13d left |
— |
|
| Bank statement — Operating — June 2026 Operating |
VALIDATED |
— |
hartman-june-op.pdf |
Lakeside Dental PLLC
1/3 in · 2 missing
| Document | Status | Last chased | Reject / file |
|---|
| Bank statement — Operating — June 2026 Operating |
6d late |
2026-11-13 · ×2 |
|
| Credit card statement — Amex *1204 — June 2026 Amex *1204 |
2d left |
2026-11-10 · ×1 |
|
| Payroll register — June 2026 |
NEEDS REVIEW |
2026-11-07 · ×1 |
payroll-june.pdf |
Marotta Landscaping
0/3 in · 3 missing
| Document | Status | Last chased | Reject / file |
|---|
| Bank statement — Operating — June 2026 Operating |
12d late |
2026-11-14 · ×3 |
|
| Receipts batch — June 2026 |
5d left |
2026-11-11 · ×1 |
|
| W-9 (new vendor) new vendor |
10d left |
— |
|
Vela Coffee Roasters
2/3 in · 1 missing
| Document | Status | Last chased | Reject / file |
|---|
| Sales tax filing — June 2026 |
6d left |
2026-11-12 · ×1 |
|
| Credit card statement — Chase *8831 — June 2026 Chase *8831 |
NEEDS REVIEW |
2026-11-09 · ×2 |
chase-june.jpg |
| Bank statement — Operating — June 2026 Operating |
VALIDATED |
2026-11-05 · ×1 |
vela-june-bank.pdf |
Chase excerpt
No chase activity for these rows yet.
CSV
client,doc_type,period,account,due_on,status,last_chased,chase_count,reject_reason
Marotta Landscaping,Bank statement — Operating — June 2026,2026-06,Operating,2026-11-03,overdue,2026-11-14,3,
Lakeside Dental PLLC,Bank statement — Operating — June 2026,2026-06,Operating,2026-11-09,overdue,2026-11-13,2,
Hartman Properties LLC,Loan statement — Note *4410 — June 2026,2026-06,Note *4410,2026-11-12,overdue,2026-11-14,2,
Lakeside Dental PLLC,Credit card statement — Amex *1204 — June 2026,2026-06,Amex *1204,2026-11-17,urgent,2026-11-10,1,
Marotta Landscaping,Receipts batch — June 2026,2026-06,,2026-11-20,urgent,2026-11-11,1,
Vela Coffee Roasters,Sales tax filing — June 2026,2026-06,,2026-11-21,urgent,2026-11-12,1,
Marotta Landscaping,W-9 (new vendor),2026-06,new vendor,2026-11-25,soon,,0,
Hartman Properties LLC,Receipts batch — June 2026,2026-06,,2026-11-28,soon,,0,
Bright Path Tutoring,Bank statement — Operating — June 2026,2026-06,Operating,2026-12-05,soon,,0,
Vela Coffee Roasters,Credit card statement — Chase *8831 — June 2026,2026-06,Chase *8831,2026-11-13,received,2026-11-09,2,
Lakeside Dental PLLC,Payroll register — June 2026,2026-06,,2026-11-14,received,2026-11-07,1,
Bright Path Tutoring,Payroll register — June 2026,2026-06,,2026-11-16,received,2026-11-08,1,
Hartman Properties LLC,Bank statement — Operating — June 2026,2026-06,Operating,2026-11-08,validated,,0,
Vela Coffee Roasters,Bank statement — Operating — June 2026,2026-06,Operating,2026-11-11,validated,2026-11-05,1,