Documents in. Books done.
One pipeline does the work — agents collect every document, read it, match it to the bank, and post it to the ledger. Here is what that means for each seat at the table.
Four stages. Zero babysitting.
WhatsApp · replied to chase in 4 minreceived
Email forward · classified: invoice · 94%invoice
Bank feed · pulled automaticallystatement
Run fifty clients like it's five.
Every client is a pipeline. dodocs shows you the whole portfolio at once — who's healthy, who's silent, and which close is blocked — while agents do the chasing your juniors used to.
Document chasing on autopilot
Agents request missing receipts and statements by email and WhatsApp, nudge every few days, and escalate tone — CCing the owner when a contact goes silent.
saves ~9 hrs / client / monthPortfolio health scores
One screen ranks every client by document completeness and close progress. You see the fire before the deadline does.
urgent clients float to the topImport your whole book of clients
Drop an Excel of your client list — dodocs maps the columns, creates every client, and starts chasing on day one. Onboarding a firm takes an afternoon, not a quarter.
up to 2,000 clients per importTeam seats & roles
Assign an owner per client, give reviewers exception-only access, and keep partners on read-only dashboards. Everyone sees exactly their slice.
owner · reviewer · partnerMargin per client
Fee vs. pages processed vs. hours saved, per client. Spot the accounts you’re losing money on — and reprice them with data.
know your gross marginClose progress per client
Every client’s month-end close is a checklist that fills itself as documents arrive and reconcile. What’s blocked shows exactly why.
no more status meetingsYour AP inbox, already done.
One company, every document. dodocs sits on your email, bank feeds and vendor portals — so your team reviews exceptions instead of typing invoices.
Every invoice captured
Forward ap@yourco.com to dodocs — or let it read the inbox directly. PDFs, photos, portal downloads: all classified, deduplicated and coded in seconds.
zero manual entryAuto GL-coding that learns
The agent codes to your chart of accounts and learns from every correction. By month three it codes like your best senior — consistently.
learns your chart of accountsException-only review
Your queue holds only what needs judgment: low-confidence fields, unmatched bank lines, policy flags. Evidence is pinned next to every decision.
review 13%, not 100%Month-end close checklist
Reconciliations, accruals and missing documents roll into one live checklist. Your close date stops being a guess.
close in days, not weeksFull audit trail
Every posted entry keeps its source document, extraction, match evidence and reviewer. Auditors get answers in clicks, not email threads.
audit-ready by defaultSpend visibility & controls
Vendor spend, duplicates and anomalies surface as they happen — with alerts when an invoice deviates from contract or history.
catch it before it postsNo app. No portal. No homework.
Your clients never learn new software. When a document is missing, dodocs asks them where they already are — WhatsApp or email — and a photo is a complete answer.
Reply with a photo — done
A WhatsApp message asks for the missing receipt. The client snaps a photo. dodocs reads it, matches it, posts it. Total client effort: eight seconds.
median reply time: 11 minSecure by magic link
No password to invent or forget. When a client needs to see their documents or statements, a one-time link opens their space — nothing else.
nothing to installOne ask, never twice
Agents check the bank feed and QuickBooks before asking — so clients are only ever asked for what truly doesn’t exist anywhere. No duplicate requests, ever.
~50% fewer requests with QBO connectedFour states, four agents, one source of truth.
Every document takes the same path — and here is exactly where you stay in control.
Documents arrive from everywhere
Clients forward invoices to a dedicated inbox, snap receipts on mobile, or send them over WhatsApp. dodocs ingests PDFs, images, even handwritten and damaged docs — de-duplicating on the way in.
Agents read, classify and code
The Extractor understands business-document semantics — it reads complex tables, multi-line descriptions and maintains row relationships, then codes to the right GL account. Average 3–5 seconds per page.
Only exceptions reach a human
Low-confidence reads, duplicate invoices, vendor anomalies and split-billing surface here — with confidence scores and a side-by-side document view. Set a rule once and the agent applies it forever.
Reconciled, posted, audited
Approved documents reconcile against bank statements and sync to QuickBooks, Xero or Zoho — with a complete audit trail. At month-end, accruals and close packages arrive prepared for your sign-off.
Four specialists, working in parallel.
Extractor
Reads, classifies and codes every document into structured data.
Reconciler
Matches docs to statements and flags duplicates & anomalies.
Chaser
Follows up for missing docs via WhatsApp, SMS and email.
Closer
Prepares accruals, reconciliations and month-end packages.
You choose the trust level — per client.
Start cautious and turn it up as the agents earn it. Change the level any time.
Watch silently
Agents process in the background and score their own accuracy. Nothing posts.
Draft for review
Agents draft entries and queue them for your approval before anything posts.
Post above threshold
Anything above your confidence bar posts automatically; the rest comes to you.
Post everything
Agents post all documents and surface only genuine anomalies for review.
See it on your own documents.
Start a free trial, import your client list, and watch the first chase go out in under an hour.