For bookkeeping close week
Turn uncategorized transactions into a client-ready receipt request.
MissingDocs helps bookkeepers turn transaction exports into precise client follow-ups for receipts, invoices, W-9s, and explanations. No portal migration. No accounting connection. No client data upload.
I am wrapping up June close and need a few supporting details so your books stay clean.
1. Delta Airlines: receipt
2. Unknown ACH Debit: clarification
Built for the gap after receipt capture.
Dext, Hubdoc, and QBO receipts help when clients submit documents. MissingDocs focuses on the annoying part before that: asking for the exact support that is still missing.
Local-first demo
Paste sample or sanitized export data. The demo runs in the browser and does not send client data to Keelridge.
Specific client asks
Mark receipt, invoice, W-9, or clarification row by row, then generate a clean email and audit CSV.
No suite migration
Use it before deciding whether saved templates, import presets, reminders, or a portal deserve to exist.
Try the workflow.
The sample data is synthetic. Replace it with a harmless export shape to see how the request draft fits your close-week process.
1. Paste Transactions
Use columns like date, description, amount. Headers are optional.
2. Mark Missing Support
Rows marked "none" are excluded from the client request.
3. Generate Follow-Up
Private beta note: the next version will prioritize import formats from real bookkeeping workflows.