Document chasing portal for bookkeepers

B2B1 weekWeb

StackNext.jsSupabaseS3Resend

Search demandLowFew people are searching for this.
CompetitionLowThere are few direct competitors.
Customer valueLowCustomers are likely to spend a little.
How scoring works

The idea

Ask any bookkeeping community what eats their month and document chasing is the answer: clients who take three emails and a text to send one bank statement, every month, forever. Content Snare serves this but costs 35 dollars and up with a general-purpose request builder that bookkeepers have to configure from scratch, and the community says so out loud.

The wedge is being opinionated: ship the monthly-close, payroll, and year-end checklists as presets, make client uploads loginless, and make recurring monthly requests automatic. The bookkeeper sets it up once per client and the software does the nagging with the bookkeeper’s name on it.

Who pays

Solo bookkeepers and small firms pay 25 dollars a month for unlimited clients, priced deliberately under Content Snare with zero per-client maths. A bookkeeper billing 300 to 600 dollars per client per month recovers the cost in the first saved hour. Distribution is unusually easy: bookkeeper Facebook groups (tens of thousands of members), r/Bookkeeping, and the QBO ProAdvisor community, all of which discuss this exact pain weekly.

MVP scope

  • Request templates with bookkeeping-specific presets
  • Loginless client upload page with per-item checklist and does-not-apply option
  • Escalating automatic reminders that stop on completion
  • Per-client completeness dashboard and zip download
  • Auto-recurring monthly requests with templated month labels
  • Skip for v1: QuickBooks/Xero integrations, e-signatures, client portals with logins, white-label domains
// Build prompt — paste into Cursor / Claude Code / Lovable / Bolt
Build DocChaser, a document collection tool built specifically for bookkeepers. Stack: Next.js (App Router), Supabase (auth and Postgres), S3 for file storage with presigned upload URLs, Resend for email.

Core flow: a bookkeeper signs in (magic-link auth) and creates request templates from built-in bookkeeping presets: monthly close (bank statements per account, credit card statements, loan statements), payroll (payroll reports, remittances), year-end (asset purchases, mileage log). A template applied to a client generates a request with a due date and a unique upload link. The client clicks the link and sees a plain checklist, no login and no account: each item has an upload button (drag-drop, multi-file, phone camera friendly) and an optional 'does not apply' response with a reason. Every upload ticks the item live. Unfinished requests trigger escalating reminders via Resend: gentle at 3 days, firmer at 7, weekly after, stopping instantly when the list completes. The bookkeeper's dashboard shows every client as a completeness bar with the oldest outstanding item surfaced.

Pages: /dashboard (clients ranked by most overdue), /clients/[id] (request history, downloads as a zip), /templates (editor with the presets), /requests/[id] (item status and reminder log), public /u/[token] (client upload page).

Implementation details: recurring monthly requests auto-generate on a chosen day of month with the month name templated into item labels ('July bank statement, Chase checking'); reminders must be idempotent per request per cadence step.

Pricing: 25 dollars/month, unlimited clients and storage within reason. Undercut Content Snare explicitly.

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