RequestLoops for bookkeepers and small advisory firms
RequestLoops helps bookkeepers chase monthly receipts, BAS or GST documents and payroll uploads from clients without sending the same email every Tuesday.
Documents we help collect
- Monthly receipts and bills
- Bank statements
- Payroll change forms
- BAS / GST supporting documents
- New employee onboarding paperwork
- Year-end inputs
Recurring monthly runs
RequestLoops recurring runs are designed for monthly bookkeeping. Set the cadence, attach the template, and a new request lands every month per client.
SMS reminders for clients who never read email
For trades and SMB clients who do not check inboxes, SMS reminders move the needle. Included on every plan.
Drive sync into your workpaper structure
Files end up in Drive folders organised per client and per month — ready for your bookkeeping app of choice.
FAQ
- How does RequestLoops handle monthly recurring requests?
- A recurring run spawns a new request every month from a template. Reminders, validation and sync run automatically.
- Is RequestLoops cheaper than running my own checklist?
- For most bookkeepers, yes — Starter at $11/month is less than an hour of billable time, and saves several hours per client per month.
- Does RequestLoops integrate with Xero or QuickBooks?
- Not directly. Files sync to Drive/OneDrive, and you import or upload from there.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.