MonthlyDocs

Every accounting firm knows the pain: the monthly scramble to collect receipts, invoices, bank statements, and other documents from clients who never submit on time. MonthlyDocs eliminates this bottleneck with automated collection workflows that put the process on autopilot.

How MonthlyDocs Works

Each of your clients receives a secure, branded portal where they upload their monthly accounting documents. You define the checklist — which documents are required each month — and MonthlyDocs handles the rest. Automated email and WhatsApp reminders are sent on a configurable schedule, escalating in urgency as deadlines approach. A real-time progress dashboard shows you exactly who has submitted, who is partially complete, and who needs a nudge.

Built for Accounting Workflows

MonthlyDocs is designed specifically for the accountant-client relationship. Checklist templates can be customized per client, reflecting the specific documents each business needs to provide. CSV import makes onboarding existing client lists fast, and CSV export lets you extract data for integration with your accounting software. A complete activity audit trail records every upload, reminder, and interaction for compliance purposes.

Multi-Language Support

Operating across borders is standard for modern accounting firms. MonthlyDocs supports five languages — English, French, German, Spanish, and Indonesian — ensuring both you and your clients can work in their preferred language. All client-facing interfaces, reminders, and portal pages adapt to the selected language automatically.

Practical Impact

Accounting firms using structured document collection report significant reductions in time spent chasing clients. Instead of sending individual emails and tracking responses manually, the system handles follow-up automatically. The result: faster month-end closes, fewer incomplete submissions, and happier client relationships.

Plans start at $15/month. MonthlyDocs is part of OPERIUM's Accounting & Compliance domain, alongside KYC-Flow for compliance document collection and VillaTax for specialized tax compliance. For firms that also need financial reporting automation, ExportCompta in our Financial Systems domain handles Stripe accounting exports.