You send the request. They go quiet. You follow up. They send the wrong file. You follow up again. This fixes that.
These are the exact frustrations — pulled from real bookkeepers on Reddit, Facebook, and LinkedIn — that made us build Finlo.
Bookkeeping is the only job where you have to wait on someone else before you can start your own work.
I build the chasing time into my pricing now. It's just expected at this point.
I'm basically a professional receipt hunter at this point. I didn't start my practice for this.
Month-end close gets delayed every single month because someone didn't send their bank statement. Every. Single. Month.
The actual bookkeeping work takes three days. The waiting and chasing takes a whole week.
Follow up on day 3. Nothing. Follow up again on day 7. They respond saying they never got the first email.
I have a spreadsheet just to track who has sent what. I built it myself because nothing else does this job properly.
I feel like a human alarm clock. Every month. Same clients. Same excuses. Same delay.
One missing receipt can hold up the whole close. Then the client asks why everything is taking so long.
Clients say they'll send the files. Then the files come in three emails, a WhatsApp message, and two missing attachments later.
And the real solution is Finlo
See how it works →Chasing costs you a full week.
Documents arrive. You just work.
No bloat. No full practice platform. Just the tool that removes the part of bookkeeping nobody enjoys.
Your client gets a single secure link — by email or SMS. They click it, upload what you asked for, and close the tab. No account. No password. No portal they have to remember how to get into.
Set your reminder schedule once. If a client goes quiet, the tool follows up for you — on day 3, day 7, or whatever timing you set. You are not in the loop until documents arrive.
Magic link delivered to client
✓ DeliveredFriendly: "Just checking in on those June docs"
Auto-sentFirmer: "Still waiting on your documents"
Auto-sentDeadline notice + late fee policy
▲ Late fee alertAll files uploaded. Folder organised.
✓ CompleteStop checking your email, WhatsApp, and a homemade spreadsheet to figure out where things are. One dashboard shows exactly what's arrived, what's missing, and who hasn't responded — across every client, in five seconds.
"The gathering stage adds one to three hours per client per month. It's entirely unbillable and there's no good tool for just this part of the workflow."
"I've had to build chasing time into my pricing because it's just guaranteed non-billable work every single month. That's not okay."
"Bookkeeping is the only profession where you have to wait on someone else before you can start your own work. I'm essentially their employee for that first week."
"I track everything in a spreadsheet I built myself because nothing else does exactly this. It's the worst 20% of my job and nobody has solved it."
"Danielle uses a workaround — she uses a payments tool just to get inbox access because there's no dedicated solution. That's the gap."
"The first week of every month becomes a chasing game. Clients either go completely quiet, send half of what was asked, or send something totally unrelated."
No per-client fees. No tiers. No long contracts. Just a single price that does the whole job.
Lock in this price for life. It won't be available after launch.
No credit card needed. No charge until you're ready.
Join early access and lock in $30/month for life.
No spam. No credit card. Just early access.