chasedesk.
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Now in private beta · Xero firms only

The silent assistant
for bookkeepers.

ChaseDesk runs the month-end chase for you. Connect Xero. We figure out what's missing per client, ask them by email and SMS, OCR what comes back, and post clean entries into Xero. You open one screen on Monday.

Start 14-day free trial How it works

card on file · charged on day 15 · cancel anytime · onboards in < 10 min

~/chasedesk · monday morning
$chasedesk sync --firm=daniels
→pulled 42 contacts from Xero · 11 with outstanding tx
→created 11 chase_runs for period 2026-03-01 → 2026-03-31
→dispatched 11 first emails via Postmark
✓8 clients responded within 24h · 3 receipts auto-categorized
✓5 documents pushed to Xero · 0 conflicts
→next chase scheduled in 2 days · 3 still outstanding
$_

The cost of doing nothing

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

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

wasted/month
11.5h
with ChaseDesk
0.4h
extra revenue/yr
+$12k

What it does

Six steps. Zero supervision.

01
Connect Xero
OAuth in 30 seconds. We pull 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 re-keying.

Get started

Live in 10 minutes.

Three things from you. Everything else is automatic.

  1. 01
    Sign up
    Drop your work email and add a card on file. We send a magic link, no password. Your 14-day free trial starts the moment you click it.
    requires:your email + card
  2. 02
    Connect Xero
    One OAuth click. We pull your active contacts and current-period bank transactions automatically.
    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
You connect

One thing.

  • required
    Xero
    Your firm's advisor login. One OAuth click. Read contacts, write transactions, attach receipts.

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

We handle

Everything else.

  • Anthropic
    vision OCR + chase copy
  • Mindee
    structured receipt parser
  • Postmark
    outbound + inbound email
  • Twilio
    SMS chase + MMS reply
  • Trigger.dev
    monthly chase cadence
  • Supabase
    database + storage
  • Sentry
    error monitoring
  • PostHog
    product analytics

Encrypted at rest. We never log PII. Tokens use AES-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 + an alert to you so you can intervene.

Early access

“Three days a month back. Twelve new clients. No new hires.”
SDSarah Daniels — Daniels Bookkeeping

Built on

Xero
Anthropic
Postmark
Twilio
Mindee
Resend
Supabase
Trigger.dev
Vercel
PostHog
Sentry

Reclaim your Sunday nights.

Two minutes of setup. Card on file, free for 14 days. We chase your most-overdue client today.

Start free trial