Solutions
Document collection for bookkeeping firms
Bookkeeping firms run on repetition - the same monthly package, the same due date, the same clients who forget the credit card statement every single month.
Infile automates the repetitive chase so you reconcile on schedule: reusable monthly templates, passwordless client links, and reminders until every statement is in.
Built for firms on QuickBooks who need collection solved - not another all-in-one suite.
Common challenges
- Clients send statements on random dates across email and text
- Monthly close gets delayed waiting for one missing merchant report
- New client onboarding drags before the first reconcile
- Per-seat practice software is overkill for document collection alone
How Infile helps bookkeepers, proadvisors, and monthly close teams
Monthly close templates
Bank, credit card, payroll, and receipt checklists reused every month.
Recurring request schedules
Send on the 1st, due by the 5th, reminders through the 10th - automatically.
QuickBooks-friendly exports
Organized files ready for reconciliation in QBO.
Onboarding checklists
One-time entity and prior-year packages before monthly cycles begin.
Standard monthly checklist
Start consistent, customize only when needed.
- All bank and credit card statements
- Merchant and POS reports
- Payroll summaries
- Loan statements
- Material receipt backups
Built for the #1 bookkeeping search intent
Firms searching for bookkeeping document collection need a tool that speaks their workflow - not generic file sharing. Infile is optimized for that exact job.
Frequently asked questions
Answers to common questions about this topic.