Stop Chasing Clients for
Receipts & Bank Statements
Send one link. Clients upload receipts, invoices, and statements. AI organizes everything. You get notified when they're done.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsFrom monthly request to reconciled in under a minute — describe it to Claude, clients upload statements and receipts, you get notified.
The Old Way vs. Intake
The Old Way
- Monthly email threads asking for the same documents
- "Can you send your November bank statement?"
- Receipts in shoeboxes, photos at weird angles
- Clients forget, month-end close gets delayed
- Files scattered across email, Dropbox, and Google Drive
- Generic emails clients ignore
With Intake
- One recurring link for all monthly documents
- Fillable W-9s and authorization forms with e-signatures
- AI identifies receipts, statements, invoices automatically
- Preview documents in-browser without downloading
- You control when requests close — reopen anytime
- Your logo and colors on the portal and every email
How It Works
Three simple steps to stress-free month-end
Build Your Monthly Request
Create custom document checklists with our drag-and-drop builder. Upload fillable W-9s and authorization forms for e-signature. Clone requests monthly to save time.
- Drag-and-drop form builder
- Fillable PDFs with e-signature fields
- Reusable monthly templates
- Document request checklists
Client Completes Everything
Your client receives a simple link - no account needed. They upload statements and receipts, snap photos of paper receipts, and see their progress. Works beautifully on any device.
- No login required for clients
- Forms and uploads in one place
- Mobile-friendly with camera capture
Everything Organized
Documents are automatically classified by AI - bank statements, credit card statements, receipts, invoices. Watch progress in real-time and get notified when everything's complete.
- Preview PDFs and images without downloading
- 95%+ document classification accuracy
- Create new checklist items from unrequested uploads
Everything Bookkeepers Need
Built for busy bookkeepers who value their time
Drag & Drop Form Builder
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation and conditional fields that appear based on earlier answers.
Fillable PDF Forms
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
AI Document Classification
Upload a document, and our AI instantly knows if it's a bank statement, credit card statement, receipt, or invoice. No manual labeling needed.
Automated Reminders
Set it and forget it. Clients get gentle email reminders until everything is complete.
Mobile-Friendly Portal
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
API & AI Agent Ready
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Your Brand, Front & Center
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
Bank-Level Security
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
In-Browser Document Preview
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
Simple, Transparent Pricing
One plan. Everything included. No surprises.
Professional
or $190/year — 2 months free
- Unlimited requests
- Unlimited clients
- Custom form builder
- Fillable PDF forms & e-signatures
- AI document classification
- In-browser document preview
- Deal & multi-party management
- Automated email reminders
- Branded client portal & emails
- Reusable templates
- REST API, webhooks & MCP server
Free for up to 10 clients. Set up in 2 minutes. No credit card.
Frequently Asked Questions
Got questions? We've got answers.
Our AI correctly identifies bookkeeping document types (bank statements, credit card statements, receipts, invoices) over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity for busy business owners.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Financial documents are stored securely and you control retention policies.
Absolutely! Create a template once, then clone it each month. Same document checklist, fresh upload links. Your clients get a familiar process every time.
Yes! You can use Intake for free with up to 10 clients. When you need to add more, upgrade to our Professional plan at $19/month for unlimited clients and all features.
Absolutely. We dedicate significant resources to integrating with QuickBooks, Xero, and other accounting systems you use. Use the feedback button to submit your integration request and we'll prioritize getting it done.
Month-End Close Waits for No One
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free10 clients free forever. No credit card.