Bookkeepers · Recurring work
Monthly books shouldn't mean monthly begging
Bookkeeping is the purest recurring chase: every month needs statements, receipts, and payroll runs from the same people. DocLoop makes the request recurring — set the engagement to monthly and the same checklist reopens with its own due date, chased automatically.
Clients upload against named line items, so “the bank stuff” stops arriving as seventeen screenshots and one mystery PDF.
Set cadence once
Weekly, monthly, quarterly, annual — pick the rhythm per engagement. Due dates generate themselves and the reminder engine watches them for you.
Rejection notes end the guesswork
Wrong statement? Reject with “need December, sent November”. The client sees the reason on their page and re-uploads. The thread stays attached to the document, not buried in email.
Close the month with evidence
CSV export captures received dates and reminder history for every item — useful when a client disputes late delivery of source documents.
Frequently asked questions
- How is this different from emailing a monthly list?
- Emails have no memory. DocLoop remembers the list, the due date, who hasn't delivered, and sends the follow-ups — while showing both sides a single source of truth.
- Does it connect to QuickBooks or Xero?
- Not today — integrations are deliberately out of scope until paying users ask. DocLoop focuses on making the collection loop reliable first.
- What happens after my third client on the free plan?
- You keep working — existing clients stay tracked. Adding a fourth active client prompts an upgrade to Solo at $9/month flat, cheaper than one hour of bookkeeping.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.