Stop chasing clients for missing transaction details.
CloseChase helps bookkeeping firms collect explanations and receipts before month-end close, without turning every question into another email thread.
Alpine Café GmbH
May 2026 · due in 7 days
7/12
Answered
3
Receipts
5
Open
- Answered
Uber
CHF 42.80
- Receipt missing
Galaxus
CHF 189.90
- Needs explanation
Booking.com
CHF 612.30
- Ready
Swisscom
CHF 129.00
The problem
Chasing clients by email is slow, messy, and impossible to track.
Scattered email threads
Questions buried across dozens of replies, forwards and attachments you can never find again.
Vague client answers
“It was for work” tells you nothing. You still don’t know the category or whether a receipt exists.
Missing receipts
You can’t close the books when half the supporting documents are still sitting in someone’s inbox.
Close-day scramble
The same last-minute chase, every single month, eating hours you can’t bill.
How it works
One structured workflow, from question to close.
Create request batch
Group the unclear transactions for a client into a single month-end batch.
Share request link
Send one tokenized request link so the client can answer without a login.
Client responds
Clients explain each transaction and provide receipt details where requested.
Review and export
Approve answers, then export a clean month-end summary for workpapers.
Features
A focused workflow for cleaner month-end client follow-up.
Transaction clarification requests
Attach a specific question to each unclear transaction so clients know exactly what you need.
Receipt requirement tracking
Flag when a receipt is needed and track what is still missing at a glance.
Client response portal
A clean, login-free page where clients answer each request.
Review queue
Work through every client answer in one place — approve or ask a follow-up.
Export-ready summaries
Generate CSV close-note summaries formatted for your workpapers.
Audit trail
Client answers and review decisions appear in a basic timestamped timeline.
Built for bookkeeping firms, solo accountants, and outsourced finance teams.
- Bookkeeping firms
- Solo accountants
- Outsourced finance teams