For bookkeepers
Close the month without chasing a single statement
Every month-end stalls on the same thing: clients who haven't sent their statements, receipts or logins yet. Follow Up With asks them for you, reminds them until it arrives, and checks what they send, so you can get on with the reconciling.
No card needed. Plans from $5 a month.
From You via Follow Up With
Subject September statements: two things still needed
Hi Mia,
I'm finishing September's books and still need:
- September statement for business checking (ending 4411)
- Receipts for the new espresso machine
You can upload them using the link below. No login needed.
Thanks,
Pat
Sound familiar?
The same emails, every month
You write "just checking in on those statements" to half your clients, then again a week later. It's the least billable part of your job.
Close stalls on one missing file
One client's missing credit card statement holds up the whole month, and you only notice when you sit down to reconcile.
Wrong month, missing pages
The file finally arrives and it's August instead of September, or page 2 of 4. Now you're chasing again.
How it works
How bookkeepers use Follow Up With
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1
Set up the month-end checklist
Add a job for each client ("September close") and list what you need from them. Add notes for the assistant, such as which accounts and which months.
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2
The assistant does the asking
It emails each client once, listing everything they owe across their jobs, then follows up on a schedule you choose, on weekdays in business hours.
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3
Files arrive checked
Clients upload from a private link, with no login. The assistant looks at each PDF or photo, and if it's the wrong month or missing pages it asks again before it reaches you.
What bookkeepers ask their clients for
Add anything you're waiting on. The assistant asks for it, follows up, and tells you when it's in.
- September bank statements, all accounts
- Credit card statement for the card ending 4411
- Receipts for purchases over $75
- Access to your payroll provider
- Details of the new loan
- Signed engagement letter
Everything you need to stop chasing
Automatic reminders
One email per client listing everything they owe, on weekdays in business hours, until it's done.
Answers questions
Clients can ask about any request, and the assistant answers from your notes, or passes it to you.
Checks files
PDFs and photos are checked against what you asked for before they reach you.
You approve
Every message waits for your OK, unless you turn on auto-send. Pause any job at any time.
Questions from bookkeepers
Does it work with QuickBooks or Xero?
It works alongside them. Follow Up With handles collecting documents and answers from clients; you keep doing the books in whatever software you use.
Can I send the same checklist every month?
Yes. Each month you add the requests for each client, and the assistant takes it from there. Clients get one email listing everything they owe, not one per item.
Will clients know it's automated?
Emails come from you ("Pat via Follow Up With"), and replies go to your inbox. You choose the tone, and nothing goes out until you approve it unless you turn on auto-send.
What if a client sends the wrong statement?
The assistant checks PDFs and photos against what you asked for. If something's off, like the wrong month or missing pages, it puts the request back on the client with a short note about what to resend.
Let the assistant do the chasing
Try everything free for 14 days. No card needed.
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