chasedesk.
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Now in private beta · 12 firms in the queueFounding firms·40% off for life

Friday, 5pm · month-end

Books open.Receipts missing.Again.

Every month-end you're chasing the same 14 clients for the same statements. It eats your weekend, every weekend.

Then ChaseDesk wakes up

It chases.Politely.Relentlessly.

Friendly first ask. Polite reminder. Firm warning. The chase stops the second your client uploads — never a second after.

Receipts come back

OCR'd. Categorized.Posted to Xero.

Mindee for receipts. Claude vision for everything else. Mapped to your client's chart of accounts. No copy paste, no rekeying, no Sunday night.

Monday morning

One screen.Books closed.

ChaseDesk runs while you sleep. You open one dashboard Monday morning — every client's books already done.

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01/ 04

The payoff

What you actually see Monday morning.

chasedesk.app · monday morning

Hello, Elon Musk 👋

Welcome back. Three clients still need a nudge.

Receipts in this week
0+38%
Auto posted to Xero
0.0%+4.2%
Client health
this week
  • Lakeside Café
    LAK-XR-002
    ·Healthy
  • Northstar Plumbing
    NS-XR-009
    ·Healthy
  • Ridge Coffee Roasters
    RDG-XR-014
    2 openReview
  • Forge & Co.
    FRG-XR-022
    5 openChasing
  • Sienna Bakery
    SNA-XR-031
    ·Healthy
  • Kestrel Logistics
    KES-XR-045
    1 openChasing
Books closed
87%
  • Closed (87%)
  • In review (8%)
  • Outstanding (5%)

The cost of doing nothing

Bookkeepers lose 8 to 15 hours every month chasing receipts, parsing PDFs, and rekeying transactions.

That's a full week per quarter. ChaseDesk gives it back, without growing your headcount.

0.0h
hours wasted / month
industry average
0.0h
hours with ChaseDesk
you open one screen
+$0k
extra revenue / year
without growing the team

What it does

Six moves. Zero supervision.

One quiet, monthly loop. Set it once per firm. Every client gets the same calm, branded experience. No logins, no apps, no friction.

01
Connect Xero
OAuth in 30 seconds. We pull your contacts and uncategorized bank transactions automatically.
02
Detect what's missing
Per client diff against the period's bank activity. No more guessing what was sent.
03
Chase on cadence
Friendly first ask, polite reminder, firm warning. Stops the second they upload.
04
Extract everything
Receipts, statements, photos, PDFs. Mindee for receipts, Claude vision for the rest.
05
Categorize with memory
Maps each transaction to your client's chart of accounts. Learns your firm's preferences.
06
Post to Xero
Approved entries get categorized and attached. No copy paste, no rekeying.

A note from the studio

We don't change how you close. We change how long it takes.

ChaseDesk doesn't replace your bookkeeping software, your accountant, or your judgment. It just stops you being your clients' collections team.

Get started

Live in ten minutes.

Three things from you. Everything else runs itself.

  1. 01
    Join the waitlist
    Drop your work email. We open access in batches and send your invite directly. No card now, no charges while you wait.
    requires:your work email
  2. 02
    Connect Xero (when access opens)
    One OAuth click. We pull your active contacts and current period bank transactions automatically. Your 14 day trial starts the moment you click your invite link.
    requires:your Xero advisor login
  3. 03
    Watch it work
    ChaseDesk emails your clients, OCRs what comes back, and pushes clean entries into Xero. You open the dashboard on Monday.
    requires:nothing

What you connect

One Xero account. That's the whole list.

Your SMB clients connect nothing. They get a magic upload link by email. No app, no login, no password.

Encrypted at restNo PII loggedAES 256 GCM

How it works

Set it up once. Forget it exists.

The whole loop runs on autopilot, every month, per client.

  1. Day 0
    Period closes, first email
    ChaseDesk runs a Xero sync, generates the magic upload link, and emails each client a friendly first ask.
  2. Day 3
    Polite reminder
    If anything is still outstanding, a brief reminder lands with the remaining items.
  3. Day 5
    SMS nudge
    For clients with SMS opted in: one short message with the upload link.
  4. Day 7
    Firm warning
    Heads up that close will be delayed if items don't come in.
  5. Day 10
    Escalation
    Final email plus an alert to you so you can intervene.

Built for

the firms that close on Monday morning, not Sunday night.

Common questions

What firms ask before joining.

When does access open?+

We open access in batches every two weeks. Joining the waitlist gets you a spot in the next batch we onboard. We email you the moment your invite is ready.

Do I get charged on the waitlist?+

No. There's no card and no charge while you wait. Your 14 day trial only starts the moment you click your invite link.

What's the founding firm offer?+

The first 50 firms to onboard from the waitlist lock in 40% off their plan for as long as their account stays active. The price never goes up. Once we hit 50, the offer closes.

What if my firm isn't on Xero yet?+

ChaseDesk is built exclusively for Xero practices today. QuickBooks Online is on the roadmap. Join the waitlist anyway and we'll let you know when QuickBooks support ships.

Can I jump the queue?+

Sometimes. If you run a firm with 25+ active Xero clients, email hello@chasedesk.app and we'll move you up. Larger pilots help us harden the chase logic faster.

What happens after I join?+

Confirmation email lands within 30 seconds. We send a short founder note within 24 hours with your queue position and an estimated invite date. Then we email you the moment your firm's slot opens.

Reclaim your Sunday nights.

Private beta. We open access in batches. Drop your email and we'll set you up next.

Join the waitlist Founding firms·40% off for life