Stop chasing clients for documents.
Bookkeeper Autopilot automates monthly document collection, reminders, uploads, reviews, and client follow-up so you can spend less time chasing paperwork and more time running your bookkeeping practice.
Monthly Document Collection
September 2026
Your time matters
Your bookkeeping shouldn't depend on endless follow-up emails.
Every month, you're waiting for bank statements, payroll reports, receipts, credit card statements, and other documents. Bookkeeper Autopilot turns that recurring chase into a repeatable automated workflow.
Before
Send emails. Follow up. Search inboxes. Send another reminder.
With Autopilot
Create requirements once and let the system handle the recurring workflow.
Result
A clearer document pipeline and less manual client chasing.
How it works
Set it up once. Let Autopilot handle the routine.
Bookkeeper Autopilot turns your recurring monthly document collection process into a simple workflow.
Set up your clients
Add your clients and choose the documents each client needs every month.
Let Autopilot do the chasing
Clients receive their document requests and automatic reminders when something is still missing.
Review and approve
Review submissions, request changes when necessary, and keep everything organized in one place.
Everything in one workflow
Built around the work bookkeepers actually do.
One focused system for collecting, tracking, reviewing, and following up on client documents.
Automated Document Collection
Give every client a clear monthly checklist so they know exactly what documents you need.
Automatic Reminders
Stop sending the same follow-up emails over and over. Bookkeeper Autopilot handles the reminders.
Client Portal
Clients get a simple place to upload documents, see requests, and respond to changes.
Document Review
Review uploaded documents, approve them, or request changes without losing track of what's outstanding.
Client Messaging
Keep client conversations connected to the document collection workflow.
Monthly Automation
Automatically generate monthly document checklists so the process keeps moving without manual setup.
Built for bookkeeping practices
Spend less time chasing paperwork.
Bookkeeper Autopilot is designed for independent bookkeepers, small bookkeeping firms, and growing practices that need a better way to manage recurring client document collection.
Start Your Free TrialIndependent bookkeepers
Small bookkeeping firms
Growing practices
Multi-client bookkeeping teams
Simple pricing
Choose the plan that fits your client list.
Start with a 14-day free trial. Save two months when you pay annually.
Starter
For bookkeepers getting started with automated client document collection.
Up to 10 clients
- ✓ Client portal
- ✓ Monthly document checklists
- ✓ Automatic reminders
- ✓ Document review workflow
- ✓ Client messaging
Professional
For growing bookkeeping practices that want the complete workflow.
Up to 30 clients
- ✓ Client portal
- ✓ Monthly document checklists
- ✓ Automatic reminders
- ✓ Document review workflow
- ✓ Client messaging
Growth
For established firms managing a larger client base.
Up to 75 clients
- ✓ Client portal
- ✓ Monthly document checklists
- ✓ Automatic reminders
- ✓ Document review workflow
- ✓ Client messaging
Agency
For larger bookkeeping teams managing high client volume.
Up to 150 clients
- ✓ Client portal
- ✓ Monthly document checklists
- ✓ Automatic reminders
- ✓ Document review workflow
- ✓ Client messaging
Annual plans are billed annually and include two months free.
FAQ
Questions, answered.
What is Bookkeeper Autopilot?
Bookkeeper Autopilot is a client document collection and workflow automation platform built for bookkeeping practices. It helps automate monthly document requests, reminders, uploads, reviews, and client follow-up.
Do I need to replace my accounting software?
No. Bookkeeper Autopilot is designed to work alongside your existing bookkeeping and accounting tools. It focuses specifically on the client document collection workflow.
Is there a free trial?
Yes. Every new account starts with a 14-day free trial of the Professional plan. No credit card is required to start the trial.
Can my clients upload documents themselves?
Yes. Each client gets access to a secure portal where they can see their document requests and upload the requested files.
What happens when a client uploads the wrong document?
You can request changes and leave a note explaining what needs to be corrected. The client can then review the request and resubmit the document.
Can I cancel my subscription?
Yes. Subscriptions can be canceled, and you can manage your subscription from your account.
Ready to stop chasing documents?
Start your 14-day free trial and see how much easier your monthly client document workflow can be.
Start Your 14-Day Free TrialNo credit card required.