Reqmora

For modern bookkeeping firms

Spend month-end reviewing books, not chasing documents.

Reqmora sends each client a simple monthly checklist, follows up automatically on what is still missing, and organizes every submission by client and month.

Start your 14-day free trialSee how it works
  • No client login required
  • Private upload links
  • Set up your first request in minutes

September collection

18
active clients
11
ready for review
4
awaiting documents
Brightline Studio6/6 itemsReady
Northstar Retail4/6 itemsWaiting
Oak & Co.5/6 itemsReview
Reminder sent automatically · 2 min ago
Your September documents
No account needed
  • Bank statement — Uploaded
  • Supplier invoices — Uploaded
  • Transaction questions — Still needed
2 of 3 complete
Built for recurring monthly workflows
One link for every client
Automatic reminders for missing items
Files organized by client and month

Stop letting missing documents hold up month-end.

Before Reqmora

  • Inbox reminders
  • Spreadsheet tracking
  • “I’ll send it next week” replies
  • Attachments scattered across email threads
  • Month-end delayed by missing documents

With Reqmora

  • Recurring checklists
  • Automatic follow-ups
  • One clear status dashboard
  • Documents grouped by client and month
  • Bookkeeper reviews what is ready

How it works

STEP 1
Set the checklist once

Choose the statements, invoices, receipts, and questions each client needs to provide every month.

STEP 2
Your clients receive one simple link

They upload files and answer questions from any device. No account or portal login required.

STEP 3
Reqmora follows up. You review.

Only incomplete items receive reminders. Your team sees what is in, what is late, and what is ready.

Not just file storage - a monthly collection workflow.

Every request tracks exactly what a client has sent, what is still missing, and what needs a second look - so nothing falls through email threads.

Northstar Retail

September 2026
  • September bank statementAccepted
  • Supplier invoicesSubmitted
  • Merchant processor reportMissing
  • Explain transfer to ownerNeeds clarification

Activity

  1. Request sent
  2. Client uploaded invoices
  3. Automatic reminder sent
  4. Bookkeeper requested clarification · just now

Simple pricing per firm

Start with a 14-day free trial. No credit card required.

Starter
$25/month

For bookkeeping firms with up to 20 active clients

  • Automated monthly requests
  • Private client upload links
  • Automatic follow-ups
  • Dashboard and file exports
  • Up to 2 staff users
Start free trial
Growth
For growing firms
$49/month

For firms with up to 60 active clients

  • Everything in Starter
  • Up to 60 active clients
  • Up to 5 staff users
  • Custom branding
Start free trial

Frequently asked questions

Do my clients need an account?
No. Each client receives a private link to upload documents and answer questions. They can return to the same link later.
Can I use Reqmora alongside Xero or QuickBooks?
Yes. Reqmora handles the document collection step before your bookkeeping work. It is designed to fit alongside your existing accounting tools.
Can I customize requests for different clients?
Yes. Start with a reusable checklist, then adjust items and reminder settings for each client when needed.
What happens after the trial?
Pick the plan that fits your firm to keep using Reqmora. Nothing is charged automatically.

Make your next month-end less manual.

Set up your first recurring request, send it to a few clients, and let Reqmora handle the follow-up.

Start your 14-day free trial

Built for bookkeeping firms with recurring clients.