Item logo image for Client Chaser — Auto Follow-Up for Bookkeepers

Client Chaser — Auto Follow-Up for Bookkeepers

Item media 1 (screenshot) for Client Chaser — Auto Follow-Up for Bookkeepers

Overview

Stop chasing clients for receipts. Finds uncategorized QuickBooks transactions and auto-sends follow-up emails.

DETAILED DESCRIPTION: Stop chasing clients for receipts. Client Chaser scans your QuickBooks Online for uncategorized transactions and sends automated follow-up emails until your client responds. THE PROBLEM Every bookkeeper knows the pain: dozens of uncategorized transactions sitting in QuickBooks because clients won't send their receipts. You send emails, you wait, you send again. It eats hours every week. HOW IT WORKS 1. Open QuickBooks Online in Chrome 2. Click "Scan for Missing Receipts" 3. Client Chaser identifies all uncategorized transactions 4. One click sends a professional follow-up email to your client 5. Automatic re-sends if they don't respond (configurable) WHAT YOU GET - Uncategorized transaction scanner for QuickBooks Online - Per-client breakdown with transaction details - One-click follow-up emails via Gmail - Automatic re-send scheduling (3, 5, 7 days) - Response tracking — see who replied and who hasn't - Customizable email templates - Dashboard showing chase status across all clients BUILT FOR BOOKKEEPERS - Scans QuickBooks Online directly in your browser - Groups uncategorized items by client - Professional email templates that get responses - Tracks follow-up history so you never double-chase SAVE 5+ HOURS EVERY WEEK The average bookkeeper spends 5-8 hours per week chasing clients for receipts and categorization. Client Chaser automates the entire workflow.

Details

  • Version
    1.0.3
  • Updated
    April 22, 2026
  • Size
    17.41KiB
  • Languages
    English
  • Developer
    Email
    empiremaker@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization
The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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