For bookkeepers closing monthly client books

Get the missing documents. Close the month.

One simple checklist for missing receipts, bills, and statements. Clients upload from their phone, with date and file-type checks to help catch mistakes before another follow-up.

Product preview · example data

Acme Plumbing

August 2026

1 of 3 received
Home Depot receipt14 August
Received
!
August bank statementUploaded file looks like July
Needs review
Supplier billStill waiting
Missing
One link for this month.Download files when ready

How it works

A short list. A simple link. Everything collected.

The product stays focused on the last few documents stopping the month from closing.

A checklist for August with three missing document requests and a link.01

List what you need.

Choose the client and month, list the missing documents, and send one link.

A phone showing an August statement request, a July upload warning, and a corrected August file.02

Help them send the right file.

Clients upload from their phone. If a date or file type looks wrong, they can fix it there—or send it for your review.

A completed three-item checklist with ZIP and Google Drive export options.03

Collect the files and carry on.

Review anything flagged, then download the collected files. Drive export is coming soon.

Built for the close

For the last few things holding up the month.

Still Out collects supporting documents while you keep working in the bookkeeping software you already use. It is a short, client-facing list for one open month—not a new place to run your practice.

Start the next month from the same recurring requests. Choose when to send a reminder. Keep the exception handling with the person who knows the books.

  • No client account or appClients open one link and upload from their phone.
  • Checks guide, not blockA flagged file can still be sent for your review.
  • One month at a timeRequests stay tied to the period you are closing.

Questions

The important details, plainly stated.

Does my client need an account?

No. They open a link for that month and upload from their phone.

What if the check is wrong?

It is guidance. The client can choose another file or send the flagged file for you to review.

Does this connect to my books?

Not in the first version. Still Out is for collecting the last supporting documents while you use your existing bookkeeping software.

What happens to uploaded files?

The link can upload, not browse. Only you can download. Files are encrypted in transit and at rest, then deleted seven days after the last upload for that month. See the privacy policy.

Can I try it now?

Yes. Start on Pro free for three months, with no card required.

Pricing

Start on Pro. Keep it simple.

Sign up starts on Pro. Three months free, no card. After that, Free unless you keep Pro.

PlanFreePro
Clients2Unlimited
RemindersEmailEmail + text
Price$0$9/mo

Anything already open finishes. Nothing gets deleted early. Full pricing details.

Try it free

See whether it fits your next close.

Start on Pro for three months, no card required.

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