Client document collection
Clients receive a checklist, upload once, and get reminded only for what is missing.
How it works · Client document collection
STEP BY STEP
In
- CRM
Google Drive- Email inbox
- 1
Request01
Checklist sent per client
12 items
- 2
Collect02
Uploads matched to items
9 of 12
- 3
Remind03
Only missing items chased
Reminder 1
- 4
Review04
Accountant checks the pack
Complete
Human checkpoint
Out
- Google Drive
- Status update
- Follow-up task
How it works
01
The problem
Accounting firms chase clients for statements, receipts, and forms every period.
Step by step
- 01Request. Checklist sent per client.
- 02Collect. Uploads matched to items.
- 03Remind. Only missing items chased.
- 04Review. Accountant checks the pack.Human checkpoint
Tools and control
02
Connects
Gmail- Google Drive
Xero
Typeform
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Review" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.