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Receipt chaser

Stop chasing your team for receipts.

Month-end shouldn't mean texting your crew for receipts. Each Monday, the receipt chaser asks whoever holds each company card for the receipts that are missing. A photo from their phone is enough, and your bookkeeper gets everything at the end of the month.

Start with the receipt chaser See pricing

Receipt chaser: a one-minute walkthrough (captions on screen, no sound).

Open the one-minute walkthrough on its own page (easy to share with a partner or your office manager).

What it does

What your team get

Example: the Monday request
Subject: 3 receipts missing for your company card

Hi Jess,

These charges on your card ending 4417 still need a receipt:

- Mar 4, Home Depot, $186.42
- Mar 6, Shell, $64.10
- Mar 9, Grainger, $312.77

Just reply to this email with a photo of each receipt.

Thanks!

Every email starts as a draft you approve, edit or skip, until you switch the agent to send automatically.

How it works

Sign up and pick this agent.
Pay the setup fee by card and get a sign-in link right away.
Connect what you use.
Connect QuickBooks (or upload a card statement), then say whose card is whose. Requests go out on Mondays.
Approve, then let it run.
Approve the first emails yourself. Switch to automatic when you're ready.
Results every Monday.
Receipts matched, and anything that needs you.

Pricing

$200/month + $750 setup for one agent · each extra agent $100/month + $400 setup · all six $500/month + $2,000 setup. No contracts, cancel any time.

Built for

⌂Contractors and remodelersBids, progress invoices and your subs' insurance, followed up. Quote follow-up · Paperwork chaser · Invoice chaser✦Cleaning companiesWin more bids and get commercial accounts to pay. Quote follow-up · Invoice chaser · Missed-call text-back❦Landscaping and lawn careEstimates followed up through the spring rush. Quote follow-up · Missed-call text-back · Receipt chaserϟElectriciansGet GCs to pay on time and bids answered. Invoice chaser · Quote follow-up · Missed-call text-back

Doing it by hand for now? Use our free receipt reminder message for your team.

Read the full guide to the receipt chaser →

Questions

Do I need QuickBooks?

No. You can upload a card statement instead. With QuickBooks, card charges and whether they already have an attachment are read automatically.

What does the cardholder have to do?

Reply to the email with a photo of the receipt. No app, no account.

Does my bookkeeper get them?

Yes. Add your bookkeeper's email and they get a monthly summary with a one-click download.

What does it cost?

$200/month plus $750 setup on its own, $100/month as an extra agent, or part of all six for $500/month.

The other agents

Invoice chaserGet paid without chasing.Quote follow-upWin the jobs you already quoted.Missed-call text-backNever lose a caller to voicemail.Paperwork chaserEvery sub's insurance on file, always current.Review requestsAsk every customer for a review, every time.

Stop chasing. Start collecting.

Set up in an afternoon. You approve every email until you switch it to automatic.

Get started See pricing