Clients get reminded, you get a list of who still owes what
Month-end starts with chasing. Statements, receipts and signed forms trickle in, the follow-ups live in someone's inbox, and the close waits on the one client who hasn't replied. We send the reminders from your own email, track who has sent what, and give your team one list each morning of who still owes what.
Sound familiar?
What we hear on the first call, in the words people use.
- The first week of every month goes to chasing clients for documents.
- Follow-ups live in individual inboxes, so nobody knows who was chased last.
- The bank feed disconnected and the rules stopped working, and it was found at month-end.
- Partners ask which clients are holding up the close and nobody can answer quickly.
What we build
Built in your accounts, read-only first. Each piece can be adopted on its own.
Reminders that escalate politely
Each client gets a reminder for what they owe, sent from your own domain so it lands in the inbox; a second reminder, then a note to the partner if it keeps slipping.
Who still owes what
One list each morning: client, what is outstanding, how long, who was last in touch.
Feed watchdog before month-end
Bank feeds and connectors checked so a disconnected feed is found the day it happens.
What it looks like
Owlbrook Bookkeeping is fictional. The method is the one we run in production.
A fictional bookkeeping firm. Each client's outstanding items are tracked from the practice tool; reminders go out on a schedule, and the team starts each day with one list of who still owes what, oldest first.
Deep dive: the accountability loop, screen by screen
Five narrated minutes: the dashboard, the reminder digest, the ignore link, the escalation ladder and the rules that stop over-reminding. Fictional company and data.
See all videosProof
From production systems, described without client names. Numbers are rounded.
Reminders with a one-click ignore and tiered escalation, in production.
Sent through the systems you already own, with merge fields and throttling.
Items that keep slipping go up a level; items that move drop out.
What we do not do. We do not connect to banks directly or act as a bank-data aggregator. Feed checks read what your accounting software already shows.
Our commitment
Written into every proposal.
The price in the proposal is the price you pay
Fixed prices are fixed. If the work turns out bigger than we scoped, that is our problem, not a change order.
Walk away by day 7
If the first week does not convince you, stop by day 7 and you owe nothing. Anything we built so far stays in your accounts.
You keep everything
Code, documentation and credentials live in your accounts from day one. No licence fee, no lock-in, managed support cancellable any month.
Questions
How we handle access and data is on the security page. Anything else, write to hello@tightlywired.com.
Will clients get spammed?
Which practice tools do you work with?
Related services
Schedule a 30-minute assessment
Bring one process that costs your team hours each week. You will leave with an integration approach and a fixed-price estimate, whether or not we work together.
Schedule an assessment Pick a time now · or write to hello@tightlywired.com