◇Concierge
Client Reminders & Accounting Reports
Documents collected, late payments reduced, reports generated automatically
Delivered in 5 business days · Concierge
€59/month
THE PROBLEM
Every month you chase missing documents and manually remind late-paying clients. These are hours you can't bill.
THE TRANSFORMATION
Before
4–6h/month on manual reminders and reports per client
After
Reminders sent automatically, PDF reports generated — you just sign off
WHAT'S INCLUDED
- ◈Automated document chase sequences
- ◈Payment reminders (D+30, D+45, D+60)
- ◈Monthly PDF report generation
- ◈Integration with your accounting software
- ◈Client status dashboard
- ◈30-day support included
TECHNOLOGIES
n8nClaude APISupabaseResend
FAQ
Pennylane, Sage, QuickBooks, FEC/Excel, or any system that exports CSV. PDF reports can be customised to your brand.
Ready to deploy this system?
Free 30-min call — we configure it for your business.