Stop chasing clients
for missing invoices.
Doctriever reads the bank statement, finds which transactions are missing supporting documents, asks the client for what's missing, and hands you a clean ZIP and Excel summary at month-end.
- The bank statement is the source of truth, not a folder of guesses.
- Polite, copy-paste reminders for the documents that actually matter.
- Month-end package: ZIP of originals + Excel + missing-doc checklist.
Month-end status
Acme Trading s.r.o.
Transactions
42
Matched
39
Awaiting docs
3
Bank statement · April
12 of 42 shown- 04 AprVodafone Business−€48.50Matched
- 07 AprOffice rent — Q2 2026−€1,400.00Matched
- 11 AprAdobe Inc.No invoice received−€217.32Missing
- 14 AprAmazon Marketplace−€89.90Matched
- 16 AprStripe payout (incoming)+€8,250.00Matched
- 19 AprShellReceipt not uploaded−€72.10Missing
- 22 AprSlack Technologies−€7.50Matched
Reminder draft ready · Acme Trading
"Hi — for April we still need the invoice from Adobe (€217.32, 11 Apr) and the Shell receipt (€72.10, 19 Apr). Forward them here and we're set."
Month-end package
39 docs · 1 checklist · ready to email
Plays nicely with
Excel and CSV outputs that drop into the tools accountants already use.
- Xero
- QuickBooks
- Sage
- FreshBooks
- Wave
- NetSuite
- Zoho Books
- FreeAgent
- DATEV
- Pohoda
- Xero
- QuickBooks
- Sage
- FreshBooks
- Wave
- NetSuite
- Zoho Books
- FreeAgent
- DATEV
- Pohoda
Why we're different
Every other tool starts from documents in.
We start from payments out.
Tools like Dext, Hubdoc, and AutoEntry are excellent at processing the documents you already have. They cannot tell you which ones you don't.
Doctriever begins with the bank statement. Every transaction is a question: do we have a supporting document for this payment, yes or no? That's the question accountants actually have at month-end — and it's the only one that defines whether the books are ready to close.
Bank statement first
Upload the statement or forward it by email. We extract every transaction and treat each one as something that needs a supporting document — or doesn't.
The accountant stays in control
Confidence scores on every match. One-click overrides. A full audit log. AI-assisted checklist preparation, not autopilot.
How it works
Four steps from statement
to a finished month-end package.
- 01Step
The statement comes in
Upload it, or forward it from your email. Doctriever extracts every transaction — date, counterparty, amount, reference — and prepares a per-client month batch.
- 02Step
Documents arrive on their own
Each client gets a unique forwarding email and a magic-link upload page. They send invoices and receipts the way they already work — no app, no account, no password.
- 03Step
We match what we can, flag what's missing
Amount, date, supplier, reference. Confidence scores on every match. A clear list of which transactions still need a supporting document, sorted by urgency.
- 04Step
A copy-paste reminder, then the package
A polite, plain-language reminder you can send as-is. At month-end: ZIP of originals organised by client, Excel summary, and the missing-doc checklist.
What you get
A finished month-end package,
not another tool to manage.
Built for the accountant's existing workflow. Excel and PDF outputs plug straight into Xero, QuickBooks, Sage, FreshBooks, NetSuite, or whatever you use today.
One inbox per client
Unique forwarding email and magic-link upload page for every client. They send what they already send — WhatsApp screenshots, mobile photos, PDFs. No app, no account, no password reset call.
- Unique upload link per client
- Email-in for forwarded receipts
- Branded with your firm name
Month-end ZIP + Excel
Originals organised by client and month. Excel summary with supplier, date, total, VAT, invoice number, currency. CSV export for everything else. Ready to drop into your accounting software.
- ZIP of original PDFs and images
- Excel + CSV summary
- Audit log included
Reminders that don't sound like a robot
A draft reminder for each missing document, with the date, amount, and counterparty already filled in. Send as-is, or edit. A clear ‘I don't have this' option for the client.
- Plain-language reminder drafts
- Per-document, not blanket nag
- ‘I don't have this' button for clients
Confidence scores on every match
See why Doctriever matched a document to a transaction. Override with one click. The accountant is always the final reviewer.
Full audit log
Every match, override, upload, and reminder is logged. Exportable. Useful when a client asks ‘why did we book this here?' three months later.
Plays nicely with what you have
Excel and CSV out. Open APIs in beta. Doesn't replace your accounting software — it just ends the part where you're chasing receipts.
What month-end looks like
From three days of chasing
to a morning of review.
Month-end as a project
Day 1
First reminder email to all clients. Half ignore it.
Day 5
Manually cross-reference Excel against bank statements to figure out what's actually missing.
Day 7
WhatsApp messages, phone calls, Drive folder reshuffles. Three clients still owe a statement.
Day 10
Final scramble. Files arrive at 11pm. Some receipts are illegible photos.
Day 11
Reconcile, post, file. Repeat next month.
Month-end as a review
Day 1
Statement uploaded or forwarded in. Doctriever opens a per-client month batch automatically.
Day 3–7
Documents flow in from clients via email and upload links. We match what we can and flag the rest.
Day 10
You see who's missing what. One click sends a polite, pre-filled reminder per missing document.
Day 12
Most clients have responded. The dashboard shows a green per-client status with confidence scores.
Month-end
ZIP + Excel + missing-doc checklist in your inbox. 30-minute review pass and you're done.
Time-saved estimates depend on client mix, firm size, and how many clients use forwarded receipts vs. magic-link uploads. Pilot firms typically reclaim a working day per month-end.
How we compare
The other tools handle documents in.
We handle documents missing.
Comparisons reflect publicly documented behaviour of the named tools as of mid-2026. We'll update this as competitors change their products.
Built for accountants
Security and trust are
the product, not a marketing line.
You're handling other people's money. Doctriever is built so the accountant is always the final reviewer, and so client documents stay in your control, not ours.
Regional data residency
Documents and metadata stored in secure regional data centres with per-firm isolation. EU residency by default; US, UK, and APAC regions on request. Standard data processor agreement (DPA) available.
Encryption at rest and in transit
All uploads served over TLS 1.3. Files encrypted at rest with AES-256. Magic-link upload pages expire after use. Audit log records every document access.
The accountant approves every match
Confidence scores on every AI-assisted suggestion. One-click overrides. Nothing is booked, sent, or filed without you. AI-assisted checklist preparation, not autopilot.
No model training on your documents
We do not train models on client documents. We do not share data with third parties for advertising or profiling. Your client data is yours.
GDPR-ready · DPA available · security roadmap shared on request
Standard data processor agreement on request. For pilot firms, we share the current security checklist and roadmap before real client documents are uploaded.
Pricing
Predictable monthly pricing.
No per-document credits.
Start on Free with manual matching, or pick a paid tier for automatic matching. Add the invoice payment collector from billing when you need it. Annual billing gives one month free versus paying monthly. Paid plans include a 14-day money-back guarantee.
Free
Up to 1 clientUpload invoices, receipts, and statements. Match transactions manually.
Manual matching
Start free- Client upload link + email inbox
- AI extraction on documents
- Manual statement-line matching
- Optional payment collector add-on
Starter
Up to 10 clientsFor solo bookkeepers and small firms getting started.
≈ €2.75 / client · at launch
Choose Starter- Statement-driven matching
- Magic-link client uploads
- Email-in inbox per client
- Reminder drafts
- Excel + ZIP at month-end
- Email support
Professional
Up to 30 clientsFor established firms running month-end every month.
≈ €2.14 / client · at launch
Choose Professional- Everything in Starter
- Bulk reminder send
- Audit log export
- Custom firm branding
- Priority email support
- Onboarding session for your team
Growth
Up to 75 clientsFor multi-bookkeeper teams scaling client load.
≈ €1.83 / client · at launch
Choose Growth- Everything in Professional
- Multiple seats for your team
- Role-based access
- API access (beta)
- Quarterly review with our team
- Dedicated onboarding manager
Setup pilot credited
EUR 149 covers founder-led setup for one real client-month. If you continue, we credit it toward your first subscription month.
Need more clients?
Overage is €2.50 to €3.50 per client per month. We'll talk through volume pricing once you're past 75.
No lock-in
Cancel any time and export your client documents, Excel summaries, and audit logs in one click. Your data leaves with you.
Optional add-on
Invoice payment collector
Help your clients get paid faster. Add at checkout or from billing, priced by plan (monthly or annual): Free €9.99/mo or €99.99/yr; Starter €15/mo or €165/yr (10 clients); Professional €45/mo or €495/yr (30); Growth €105/mo or €1155/yr (75).
Charged at checkout. 14-day money-back guarantee.
Questions accountants ask
Honest answers,
including the ones we don't love.
Doctriever shows a confidence score on every match and every extracted field. Anything below the threshold lands in a review queue, not in the books. One-click override on every suggestion. The accountant is always the final reviewer. We position this as AI-assisted checklist preparation, not autopilot. If a match looks wrong, you fix it once and the model learns from your correction.
You don't have to switch. Doctriever is additive. Keep your existing process. Start with one client this month and see what comes out. The Excel and ZIP exports plug straight into your existing workflow. Paid plans include a 14-day money-back guarantee if it does not fit your workflow.
Documents are stored in secure regional data centres with per-firm tenant isolation, encryption at rest, and an audit log on every document access. EU residency is the default; US, UK, and APAC regions are available on request. We can sign a standard data processor agreement (DPA). Magic-link upload pages expire after use. We do not train models on your client documents.
Your clients install nothing. They get a forwarding email address and an upload link. They send invoices and receipts the way they already do: WhatsApp screenshots forwarded as email attachments, mobile photos, PDFs from suppliers. The upload page is a fallback for the few clients who like web forms.
Doctriever does not replace your accounting software. It produces clean Excel and CSV outputs that drop into Xero, QuickBooks, Sage, FreshBooks, NetSuite, FreeAgent, Wave, Zoho Books, and most others. We don't post into your accounting tool for you. That stays your job and your control.
Free stays available for one client with manual matching. Paid plans are charged at checkout and include a 14-day money-back guarantee. The EUR 149 First Close Setup Pilot is for firms that want founder-led help on one real client-month before rolling the workflow out. If you continue, we credit it toward your first subscription month.
You'll see it on day 10, day 20, day 25, not on the deadline. The missing-document checklist generates a draft reminder you can send as-is, with the date, amount, and counterparty already filled in. We time reminders so they don't read as nagging. Clients also have a clear ‘I don't have this' option, so you know the difference between forgotten and genuinely missing.
Onboarding open
Stop running
month-end as a project.
Book a EUR 149 First Close Setup Pilot. We help you run one real client-month before you decide whether to roll out the subscription.
- One reply from a person - no marketing drip
- We confirm fit in a call before you commit
- Setup terms tied to one real month-end workflow
Book the setup pilot
Send firm size, accounting software, and the client-month you want to test.