Use Cases
Monthly bookkeeping document collection on autopilot
Monthly close should be reconciliation - not detective work in Gmail. When clients send bank statements on the 12th, receipts on the 19th, and payroll reports in a text message, you lose days before you open QuickBooks.
Infile standardizes the monthly package: one checklist link per client, automated reminders until complete, and an organized submission ready for reconciliation.
Built for firms who use QuickBooks - not another practice management suite. Flat pricing from $29/mo with unlimited clients.
3 hrs
saved per client each month on follow-ups
90%
of clients upload without support calls
Day 5
typical close package completion target
Built for Bookkeepers, ProAdvisors, and monthly close teams
How the workflow runs
- 1
Create a monthly close template
Bank statements, credit card statements, merchant reports, payroll summaries, and large purchase receipts - saved once, reused every month.
- 2
Schedule recurring requests
Send the same checklist on the 1st with a due date before your reconcile block. Duplicate and adjust per client in seconds.
- 3
Let reminders run
Clients get automatic nudges until every item is in. You reconcile when the folder is complete - not when you remember to follow up.
- 4
Export to QuickBooks workflow
Download organized files and continue reconciliation in QBO or your preferred tool.
What to include in a monthly checklist
Consistency beats customization early on. Start with a standard package and add client-specific items only when needed.
- Bank and credit card statements (all accounts)
- Merchant / POS processor reports
- Payroll reports and tax withholdings
- Loan and line-of-credit statements
- Large purchase receipts over your materiality threshold
- Mileage or expense logs if applicable
Collection vs. bank feed tools
Hubdoc and similar tools fetch and categorize transactions. Infile asks clients for specific items they have not delivered - especially missing statements, explanations, and supporting receipts.
Many bookkeepers use both: Infile for client chasing, bank feeds for transaction import.
Onboarding and monthly in one system
Use a one-time onboarding template for entity docs and prior-year financials, then switch clients to your monthly recurring checklist.
Onboarding sets expectations early - clients learn to use the portal link once, then monthly close feels familiar.
Frequently asked questions
Answers to common questions about this topic.