Spend month-end reviewing books, not chasing documents.
Reqmora is document collection software for bookkeeping firms. Tell it what each client owes you: it requests, chases and collects, and checks each uploaded PDF or photo is the right document for the right month, so you just review.
No card needed · Nothing charged automatically
Northstar Advisory
September documents
- Bank statementWaiting
- Credit card statementWaiting
- Sales invoicesWaiting
- Receipts over $75Waiting
0 of 4 received
See Reqmora handle the chasing
Define what you need once. Reqmora follows up until every document is in.
Stop letting missing documents hold up month-end.
- Without Reqmora: Emailing each client, then emailing againWith Reqmora: Reqmora follows up until every item is in
- Without Reqmora: A spreadsheet of who sent whatWith Reqmora: See who's done and who's late at a glance
- Without Reqmora: Files buried in email threadsWith Reqmora: Every file sorted by client and month
- Without Reqmora: Opening a file to find last month's statementWith Reqmora: Wrong documents flagged to the client on upload
- Without Reqmora: Month-end waits on the last clientWith Reqmora: Start reviewing as soon as files arrive
How it works
- 1
List what each client owes
Statements, receipts or questions. Set it once, it repeats monthly.
- 2
Clients get one private link
They upload from any phone or computer. No account or login.
- 3
Reqmora chases. You review.
Only missing items get reminders. Uploaded PDFs and photos are checked for the right document and month.
What does chasing cost your firm?
Slide to your number of clients.
Assumes 3 follow-ups per client, 5 minutes each, at $30/hour.
You save
$125/month
with Reqmora, plus 5 hours back.
- Chasing by hand
- $150
- Reqmora Starter
- $25
Simple pricing per firm
Every plan does the chasing for you. Pick the one that fits your client list.
For solo bookkeepers and small firms.
- Active clients
- Up to 20
- Staff users
- Up to 2
For firms with a growing client list.
- Active clients
- Up to 60
- Staff users
- Up to 5
Both plans include
- Automated monthly requests
- Automatic follow-ups
- Private client upload links
- Dashboard and file exports
14-day free trial. No card needed.
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 do my clients see?
- One private page for that month: a checklist of what you need, a place to upload files or answer questions, and the due date. It works on any phone or computer, with no app or login.
- Does Reqmora check the documents clients upload?
- Yes. When a client uploads a PDF or photo, AI reads it against the checklist item and the month you asked for. If it looks like the wrong document, the wrong month, or is hard to read, the client is told straight away and can upload another. You see the result next to each file when you review. Word, Excel and other files aren't read by the AI check, and you can turn it off in Settings. Separately, every file is checked when it arrives, and anything that looks like a program is removed.
- Do reminders stop once a client has sent everything?
- Yes. Reminders only list what is still missing or needs a fix, and they stop by themselves as soon as nothing is left. Clients who are up to date never get chased.
- Is my clients' data secure?
- Each client's link is private and hard to guess, and only your team can see the files. Documents are kept in private, encrypted cloud storage and are never shared with other firms. Our Security page has the full detail.
- Can I cancel anytime?
- Yes. Cancel from Billing whenever you like and your plan stays active until the end of the period you've paid for. Payments can be refunded within 14 days.
- What happens after the trial?
- Pick the plan that fits your firm to keep using Reqmora. Nothing is charged automatically.
Help for your month-end, free
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 trialNo card needed. Built for bookkeeping firms with recurring clients.