Your month-end close depends on clients
who send things when they feel like it.
Snappy sends automated reminders for outstanding receipts, statements, and records before your cutoff - and follows up until you have what you need so your workflow never stalls waiting on someone else.
No tech skills needed - Set up in minutes - Cancel anytime
The real problem
Business falls through the cracks when follow-up doesn't happen.
Most bookkeepers don't lose business because they do bad work. They lose it because follow-up stops, relationships go cold, and the people who should call back never do. Snappy fixes that.
Sound familiar?
- A client's bank statements arrived on the 18th and pushed your entire month-end close back by three days
- A new client doesn't understand what you need or when, and you end up re-explaining the same things every month
- A CPA who used to refer clients regularly has gone quiet and you're not sure whether to reach out
- You're spending time answering 'where do my books stand?' emails that could be handled automatically
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Document due reminders
Snappy reminds clients to send receipts, statements, and payroll records 5 days before your cutoff - not the day of.
Month-end deadline management
Clients know exactly what's due and when because Snappy sends a checklist reminder at the start of each month.
Books status updates
Snappy handles 'where do my books stand?' questions so you're not writing the same status email to three clients every week.
CPA referral nurturing
CPAs and accountants who have referred clients to you get a regular touchpoint from Snappy to stay top of their minds.
Review and referral requests
Happy clients are asked for a referral and a review at the end of the first quarter together when the relationship is working well.
New client onboarding follow-up
New clients get a guided onboarding sequence from Snappy that explains what you need, when, and how to send it - reducing back-and-forth.
The best bookkeepers don't work more. They follow up better.
Snappy runs your follow-up, warms your relationships, and surfaces who needs attention - so you can focus on the work you're actually good at.
Meet Your SnappyZero
follow-ups forgotten
Warm
pipeline always
More
repeat business
One
system to run it
Ready to stop letting business slip?
No tech skills needed. Set up in minutes. Snappy handles the follow-up while you focus on the work.
Not sure how Snappy compares to ChatGPT or Claude?