33hrs/mo
lost to doc-admin for a 20-client bookkeeper
For bookkeepers and small firms
Close the books.
Skip the chasing.
Meet Cass, your AI document-chaser. It emails every client for what's missing, files what comes back, and hands you a close-ready package.
Works with your stack
Plugs into the tools you already run.
No rip-and-replace. Cass sits alongside your ledger, sends from your own inbox, and files into the drives you already use.
✓ Ledger synced
✓ Ledger synced
✓ Chase sent
✓ Chase sent
✓ Docs filed
✓ Docs filed
Never lose a close to a missing document.
Before CloseDesk
The problem
Every close starts the same way: a desk full of what hasn't come in yet.
Receipts, statements, signatures. Scattered across inboxes and texts, owed by other people, and somehow your job to collect.
Bank statement
Payroll receipts
VAT invoice
Signed engagement
How it works
Three jobs,
off your plate.
01
It does the chasing.
Cass emails each client for exactly what's missing, in your firm's voice, then follows up on Day 4 and Day 8 until it arrives.
You approve the first message02
It files what comes back.
Every receipt and statement is read, named, and sorted to the right client, month, and account. Nothing to re-sort by hand.
Reads email replies and photos03
It hands you a close-ready package.
What's in, what's missing, what needs you. Kept current all month, so close is a review, not a scramble.
Flags exactly who is pendingIt does the chasing
Smart, escalating follow-ups, in your voice.
Cass writes each reminder in your firm's voice and nudges on Day 4 and Day 8 until the document lands. You approve the first message; clients never get a login or a robotic email.
Follow-up sequence · Acme Co. · sent by Cass
Hi Dana, quick one for the June books: could you send over the two card receipts and your bank statement? Thank you!
– Cass
– Cass
Just floating this back up. We're close to wrapping June, only the bank statement left on our side.
No rush, but to keep your close on time, here's a one-tap upload link for the statement →
Live in minutes
From client list to close-ready, in four steps.
Connect your clients once. Cass builds each month's checklist, chases what's missing, and keeps the dashboard current, so close is a review, not a scramble.
June 2026 close
12 clients · auto-tracked
0%
ACClose-ready
Acme Co.
All docs in and categorized
BR2 missing
Brightside LLC
Reminder #2 sent · 9:00am
NVAwaiting
Nova Studio
Bank statement chasing
- 01Upload your client listOr sync straight from QuickBooks and Xero.
- 02See each client's missing docsCass builds the month's checklist automatically.
- 03Cass chases what's missingClients reply by email or a no-login upload link.
- 04Track close-ready statusPer client, kept current all month long.
The real cost
What the chasing actually costs.
$25k/yr
of that chase-and-collect time, at $65 an hour
92%
of accountants say manual tasks eat too much time
82%
call the month-end close a negative experience
Sources: OnboardMap, Sage Practice of Now, Karbon
Why CloseDesk
A collection tool stops halfway.
Doc-collection tools
- Request files from clients
- You still parse and rename every doc
- You categorize to the right month and account
- You assemble the close yourself
CloseDesk
- Chases each client in your firm's voice
- Reads, names and sorts what comes back
- Files to the right client, month and account
- Hands you the close-ready package
Built for financial data
Trusted with your clients, and their books.
You are handing an assistant the keys to client relationships and financial documents. Here is exactly how Cass treats them.
Encrypted in transit and at restEvery document and message is encrypted on the way in and while it is stored. SOC 2 Type II is in progress.
You approve every messageNothing reaches a client until you have signed off on the voice and the cadence. You stay in the loop on every send.
We never touch your booksQuickBooks and Xero stay the single source of truth. Cass reads and prepares, but never posts or edits an entry in your ledger.
Your clients stay yoursClients upload through a one-tap link with no account to create. Their data is used only to run your close, never sold or shared.
Deleted on requestOff-board a client and their documents come out of CloseDesk. You decide what we keep, and for how long.
Built with 20 bookkeepers who were done playing collections agent.
Founding cohort · bookkeepers and small firms
Polite, on your schedule
In your firm's voice
Works with QuickBooks and Xero
You approve every message
Pricing
Lock in founding pricing.
We are taking a small founding cohort of bookkeepers and firms. Join now, keep this rate for life, and get a direct line to the team building it.
- You approve the first message before anything sends
- Clients never need a login, just a one-tap upload link
- Runs alongside QuickBooks and Xero
Limited founding cohort
Founding firms
$99/mo · locked for life
- Cass, doc-chasing in your firm's voice, on your schedule
- Auto-parsing, naming and categorization of every doc
- Close-ready packages with missing-doc flags
- Direct line to the team shaping the product
Yes, it runs alongside both.
No, they get a simple one-tap upload link.
You approve every message before it sends.
Collection tools stop at requesting files. You still parse, rename, categorize and assemble the close yourself. Cass chases and sorts and categorizes and hands you the close-ready package.
Documents and messages are encrypted in transit and at rest, QuickBooks and Xero stay your source of truth, and you can have a client's data deleted at any time. SOC 2 Type II is in progress.
It escalates politely on Day 4 and Day 8, then flags the client as still pending on your dashboard so you can step in. You only chase the few that truly need you.
It writes in your firm's voice from a short sample, and you approve the first message before anything sends. Edit any template and it keeps to that tone.
Yes. No setup fee, no contract. Founding firms keep their rate for life, but you can leave whenever you like.
Free resource
Not ready? Steal our Month-End Close Checklist.
The exact 22-point close we run with founding firms, plus the client-reminder emails that get documents in before close starts. Free, no strings.
Google Sheet + printable PDF + the 3 chaser-email templates.
Founding cohort
Make this close your last scramble.
Let Cass chase, file and assemble your next month-end while you do the work only you can. Join the founding firms and lock your rate for life.
No setup fee · cancel anytime · you approve every message