Built for solo bookkeepers

Stop chasing
clients for
documents.

You send the request. They go quiet. You follow up.
They send the wrong file. You follow up again.

This fixes that.

✓ You're on the list. We'll be in touch soon.
$30/month First month free No contracts
All documents received  ·  Just now
finlo.app/dashboard
June Document Requests
June 2026
8
Received
3
Pending
1
Wrong file
S
Sarah's Bakery
Bank statements, invoices
✓ Complete
M
Mitchell Consulting
Awaiting receipts
⏱ Reminder 2 sent
P
Pine & Co.
Wrong document uploaded
⚠ Flagged
R
Robertson Trades
All files received
✓ Complete
L
Lander Fitness
Request sent · No response
📤 Reminder 1 sent
✦ No client logins ✦ Automatic reminders ✦ Wrong-file detection ✦ One dashboard for all clients ✦ Zero follow-up emails ✦ Auto folder organisation ✦ Late-fee deadline alerts ✦ Built for solo bookkeepers ✦ $30/month · Cancel anytime ✦ No client logins ✦ Automatic reminders ✦ Wrong-file detection ✦ One dashboard for all clients ✦ Zero follow-up emails ✦ Auto folder organisation ✦ Late-fee deadline alerts ✦ Built for solo bookkeepers ✦ $30/month · Cancel anytime
Heard from bookkeepers everywhere

Real problems. Every single month.

"
The actual bookkeeping work takes three days. The waiting and chasing takes a whole week.
J
Jono B. · UK Bookkeeper
"
I send the request on the 1st. Nothing. Follow up on day 3. Nothing. Follow up again on day 7. They respond saying they never got the first email.
A
r/Bookkeeping
"
Bookkeeping is the only job where you have to wait on someone else before you can start your own work.
C
Clive H. · Ireland
"
I build the chasing time into my pricing now. It's just expected at this point.
K
Kylee W. · US Bookkeeper
"
I'm basically a professional receipt hunter at this point. I didn't start my practice for this.
L
Leanne W. · Facebook Group
"
Month-end close gets delayed every single month because someone didn't send their bank statement. Every. Single. Month.
T
r/Accounting
"
The actual bookkeeping work takes three days. The waiting and chasing takes a whole week.
J
Jono B. · UK Bookkeeper
"
I send the request on the 1st. Nothing. Follow up on day 3. Nothing. Follow up again on day 7. They respond saying they never got the first email.
A
r/Bookkeeping
"
Bookkeeping is the only job where you have to wait on someone else before you can start your own work.
C
Clive H. · Ireland
"
I build the chasing time into my pricing now. It's just expected at this point.
K
Kylee W. · US Bookkeeper
"
I'm basically a professional receipt hunter at this point. I didn't start my practice for this.
L
Leanne W. · Facebook Group
"
Month-end close gets delayed every single month because someone didn't send their bank statement. Every. Single. Month.
T
r/Accounting
"
Clients say they'll send the files. Then the files come in three emails, a WhatsApp message, and two missing attachments later.
D
Danielle C. · UK
"
By the time documents actually arrive I'm exhausted and the real work hasn't even started.
M
r/smallbusiness
"
The Gathering Stage. I swear this is the worst part of the job and nobody talks about it.
A
Ariel G. · LinkedIn
"
I have a spreadsheet just to track who has sent what. I built it myself because nothing else does this job properly.
Q
Quist81 · Reddit
"
I feel like a human alarm clock. Every month. Same clients. Same excuses. Same delay.
T
6 Figure Bookkeepers Club
"
One missing receipt can hold up the whole close. Then the client asks why everything is taking so long.
R
r/Bookkeeping
"
Clients say they'll send the files. Then the files come in three emails, a WhatsApp message, and two missing attachments later.
D
Danielle C. · UK
"
By the time documents actually arrive I'm exhausted and the real work hasn't even started.
M
r/smallbusiness
"
The Gathering Stage. I swear this is the worst part of the job and nobody talks about it.
A
Ariel G. · LinkedIn
"
I have a spreadsheet just to track who has sent what. I built it myself because nothing else does this job properly.
Q
Quist81 · Reddit
"
I feel like a human alarm clock. Every month. Same clients. Same excuses. Same delay.
T
6 Figure Bookkeepers Club
"
One missing receipt can hold up the whole close. Then the client asks why everything is taking so long.
R
r/Bookkeeping

And the real solution is Finlo

The old way vs. the Finlo way

The first week of every month
shouldn't be a chasing game.

✗ The way it is now

Chasing costs you a full week.

  • ✗ Send request on the 1st. Client goes quiet.
  • ✗ Follow up on day 3. No reply.
  • ✗ Follow up again on day 7. They send the wrong file.
  • ✗ Manually track status across email, WhatsApp, spreadsheet.
  • ✗ Discover the wrong upload four days later.
  • ✗ Send late-fee reminder yourself, awkwardly.
  • ✗ Actual bookkeeping work hasn't started yet.
Time lost per client per month 3–7 hours
✓ The Finlo way

Documents arrive. You just work.

  • ✓ Client gets one magic link. No login required.
  • ✓ They click, upload, done. Two minutes.
  • ✓ Reminders fire automatically if they go quiet. You write zero emails.
  • ✓ Wrong upload flagged instantly. Client notified automatically.
  • ✓ Dashboard shows every client status in one screen.
  • ✓ Late-fee warning goes out on the date you set.
  • ✓ You open your laptop and start the actual work.
Follow-up emails you write Zero
Everything you actually need

Three things that fix the problem

No bloat. No full practice platform. Just the tool that removes the part of bookkeeping nobody enjoys.

→ No more portal problems

One link. No login required.
Documents in two minutes.

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.

  • ✓ Works on any phone, any device — just a link
  • ✓ Clients upload in under two minutes
  • ✓ You receive files directly into the right client folder
  • ✓ No "I forgot my password" conversations. Ever.
Client upload time Under 2 minutes
📎 Magic Link Upload
Sarah's Bakery received this link:
finlo.app/upload/sarah-bakery-june
📁
Tap to upload or drag files here
Bank statements · Receipts · Invoices
✓ June Bank Statement.pdf ✓ Receipts June.zip
→ No more manual follow-ups

You write zero
follow-up emails.

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.

  • ✓ Reminders fire automatically on your schedule
  • ✓ Escalating tone: polite, then firm, then late-fee warning
  • ✓ You get notified only when something needs your attention
  • ✓ Not fewer follow-up emails. Zero.
Follow-up emails you write per month Zero
🔔 Automatic Reminder Timeline
1
Day 1 — Request sent
Magic link delivered to client
✓ Delivered
2
Day 4 — First reminder
Friendly: "Just checking in on those June docs"
🔁 Auto-sent
3
Day 8 — Second reminder
Firmer: "Still waiting on your documents"
🔁 Auto-sent
4
Day 12 — Late fee warning
Deadline notice + late fee policy
⚠ Late fee alert
✓
Day 13 — Documents received
All files uploaded. Folder organised.
✓ Complete
You wrote 0 of these emails.
→ No more spreadsheet tracking

Every client. Every status.
One screen.

Stop 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.

  • ✓ Green = ready to work. Amber = waiting. Red = needs attention.
  • ✓ Wrong uploads flagged the moment they land
  • ✓ All files automatically sorted into the right client folder
  • ✓ Every request logged — if a client disputes it, you have proof
Time to know where every client stands 5 seconds
🗂 Client Dashboard
S
Sarah's Bakery
3/3 documents received
✓ Complete
P
Pine & Co.
Uploaded wrong file type
⚠ Wrong file
M
Mitchell Consulting
Reminder 2 sent · No response
⏱ Chasing
R
Robertson Trades
All documents received
✓ Complete
L
Lander Fitness
Late fee warning sent
⚠ Overdue
8
Received
3
Pending
1
Flagged
ALSO INCLUDED IN EVERY PLAN
📁 Auto folder organisation 🕑 Every request logged with timestamps ⚠ Late-fee deadline automation 📱 Works on any client device 🔒 Secure file handling ✉ Instant upload notifications
What bookkeepers say

These are the reasons Finlo exists.

These aren't testimonials for the product yet. They're the exact pain that made us build it. Every quote is from a real bookkeeper, from real research.

★★★★★
"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."
A
Ariel G.
Independent Bookkeeper · LinkedIn
★★★★★
"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."
J
Jono B.
Bookkeeper · UK
★★★★★
"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."
C
Clive H.
Bookkeeper · Ireland
★★★★★
"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."
Q
Quist81
r/Bookkeeping · Reddit
★★★★★
"Danielle uses a workaround — she uses a payments tool just to get inbox access because there's no dedicated solution. That's the gap."
D
Danielle C.
Bookkeeper · UK
★★★★★
"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."
A
Anonymous
6 Figure Bookkeepers Club · Facebook
Simple pricing

One flat price. Everything included.

No per-client fees. No tiers. No long contracts. Just a single price that does the whole job.

★ Founding Member Rate
$30/mo
Lock in this price for life. It won't be available after launch.
✓ You're in! We'll email you as soon as access is ready.
No credit card needed. No charge until you're ready.
First month free
No contracts
Cancel anytime
Founding price locked for life
Quick answers

Common questions

No. Clients get a single link. They click it, upload what you asked for, and close the tab. No account. No password. No app to download. If they can open a link on their phone, they can use it.
Reminders go out automatically on the schedule you set. You write zero follow-up emails. Not fewer — zero. The tool follows up on day 3, day 7, or whatever timing you prefer. You only get notified when something needs your attention.
Finlo handles only the document-collection part of your workflow. It sits alongside whatever else you use. You still do your bookkeeping in the same tools — Finlo just eliminates the chasing that happens before that work starts.
Under 10 minutes. Add your clients, set your reminder schedule, and you're done. There's no complicated configuration. If you can fill in a form, you can set this up.
Those tools are either built for multiple industries (not just bookkeepers), require client logins, limit the number of active requests, or are full practice management suites with document collection as one feature in a much bigger and more expensive system. Finlo does one thing — document collection — and does it without any login friction for clients, at a price point solo bookkeepers can actually justify.
We're in early access now. Join the list and you'll get first access plus the founding member price locked in for life. We'll email you as soon as it's ready.
Yes. The first month is free, no credit card required. You join the early access list now, and when we launch you get a full free month to try it on your actual workflow before paying anything.
No credit card required

Stop chasing.
Start working.

Join early access and lock in $30/month for life.

✓ You're on the list. We'll be in touch soon.
No spam. No credit card. Just early access.
First month free
$30/month after that
Cancel anytime
Founding price locked for life