The polite robot that chasesyour clients for documents.
Bookkeepers spend 5–10 hours a week asking clients for bank statements, receipts and payroll reports. Chasewell does the asking, the reminding and the organizing — politely, automatically, with a proof trail.
Your clients never need an account — they tap a link and upload from their phone.
How it works
Add your clients
Type them in or paste your spreadsheet. Each client gets a monthly checklist automatically.
The robot asks
On schedule day, your client gets a polite email or WhatsApp with a one-tap upload link. It follows up every 3 days — max 3 times.
You review
Files land in your dashboard, AI-checked against the checklist. Accept with one click, or reject and the client is told why instantly.
Email + WhatsApp
Reminders ride the channel your client actually reads.
No-login client portal
A magic link per client — works on any phone, no passwords.
AI document check
Uploads are matched against the checklist. Wrong file? The client knows instantly.
Truthful proof trail
Every ask, delivery, click and upload — logged. "You never asked me" becomes impossible.
Your data is yours
Import from a spreadsheet, export to CSV anytime. No lock-in, ever.
Built for one-person firms
Flat, simple, and boring in the good way. No suites, no seat fees.
Stop chasing. Start closing.
Set up your firm in two minutes and let Chasewell have the awkward conversations.
Create your firm