Client chaser for missing receipts
A low-cost agent that works with any ledger, sees each client's missing receipts and uncategorised items, chases the client by email, SMS or WhatsApp, and posts their replies back to the books.
For now: Use the missing-document requests in the practice or bookkeeping software you already have; otherwise ask a general assistant like Claude or ChatGPT to draft a polite reminder that lists the open items.
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