Founding cohort is open — 19 spots left at $19/mo, locked forever, before Solo lists at $49. See what's included ›
For bookkeepersWorks with QuickBooks Online
Every statement, in.Filed, and posted.
Your clients send whatever they have. It arrives in QuickBooks.
CollectClient forwards it
FileSorted, named, ticked
ApproveYour one click
PostInto QuickBooks
PhotoEmailScan
Chase-1847 · statement.pdfCostco · receipt.jpgAmex · reminder sentCollect · File
Clients send it the way they already do
A photo of a receipt, a forwarded bank email, a scan dropped in a folder. PapersIn reads the type, institution, account and period, renames the file properly, and files it to the right client and month. It chases anything missing until it arrives, then goes quiet. No client accounts. No re-keying. No lost documents.
See how collection worksReview · Post
You approve. The month closes.
Every document arrives as a pre-filled bill, expense, invoice or sales receipt, with the source document attached. You review it and click once, and it posts to the client's QuickBooks company. Nothing moves without you. Less manual work. More months closed on time.
Watch a month close
Bill #1847 · Riverside Coffee Ltd
VendorCostco WholesaleAmount$284.19Attachmentreceipt.jpg
Posted on your click
Start collecting — $19/mo for lifeWorks with QuickBooks Online
Clients send fromGmailOutlookPhone cameraDropboxA plain scan folder
§ 01Collect · File · Post
Three jobs at month-end.
All three, or none of it works.
Collecting without filing is a full inbox. Filing without posting is a tidy folder you still have to re-key. PapersIn carries one document the whole way — from your client's phone to a posted transaction in their QuickBooks.
Collect
Get the paper out of your client's head
A magic upload link and a private forward-to address per client. Reminders that escalate on their own — friendly, then firm, then a cutoff — and go quiet the moment a document lands.
MAGIC LINKS · EMAIL-IN · AUTO-REMINDERSFile
Sorted before you've opened it
Each file is read for type, institution, account and period, renamed properly, and filed to the right client and month. Wrong month, missing pages and gaps get flagged rather than quietly accepted.
RECOGNITION · CHECKLISTS · FLAGSPost
Into QuickBooks, on your click
Approved documents post into each client's QuickBooks company as bills, expenses, invoices or sales receipts — with the source PDF attached to the transaction, and vendor rules learned as you go.
BILLS · EXPENSES · INVOICES · PDF ATTACHED§ 02The cost of asking twice
“Half my week chasing clients… just to get them to upload statements.”
r/Bookkeeping, May 2026. At $75/hr, the chase is the most expensive free work you do — and it happens before a single transaction is posted.
Chase hours / month14.0Your rate$75.00Billed to nobody$1,050.00
§ 03How it works
Three steps, in order.
The order matters, so it's the structure: nothing sorts before it arrives, no reminder fires for a paper that's already in, and nothing posts before you approve it.
Invite your clients
Each one gets a magic upload link and a private forward-to address. No client accounts, no portal passwords, no app to install. If they can send an email, they're onboarded.
Papers flow in and file themselves
Recognized, renamed, filed, ticked. Wrong month? Missing pages? A gap since April? Flagged, not silently accepted. What's still missing gets chased — automatically, and only until it arrives.
Post the month
Approved documents land in QuickBooks as bills, expenses, invoices or sales receipts, each with its source PDF attached. You review a pre-filled transaction and click once. The month closes.
IMG_4471.HEICphoto of a Costco receipt
FW: statement readyforwarded bank email
scan_final_v2.pdfit's the Amex statement
Riverside Coffee / 2026-06
├─ ✓ Chase-1847 · statement.pdf
├─ ✓ Amex-2004 · statement.pdf
├─ ✓ Costco · receipt.jpg
└─ ⚑ Payroll — May file, expected June
Bill #1847 — Riverside Coffee Ltd
VendorCostco WholesaleAccountOffice suppliesAmount$284.19Attachmentreceipt.jpg
Posted on your click — nothing by itself
§ 04QuickBooks Online
One click into QuickBooks.
Approved papers post into each client's QuickBooks company with the source PDF attached to the transaction, and vendor rules learned as you go. One PapersIn client maps to exactly one QuickBooks company — and nothing posts without your click.
Riverside Coffee LtdREADY TO POST
Transaction typeBill
VendorCostco Wholesale
Date2026-06-14
Due date2026-07-14
CategoryAmount
Office supplieslearned from 6 earlier Costco documents284.19
Total$284.19
IMG_4471.HEIC → receipt.pdfattached to the transaction
Reviewed by you, posted by us.
Source PDF attachedEvery posted transaction carries the original document, so an audit never sends you hunting.
Vendor rules learnedCorrect an account once and the next document from that vendor arrives pre-filled.
Human-confirmed, alwaysNothing posts on a schedule or a guess. A person clicks, every single time.
One client ↔ one companyConnections are per client, so a document can never reach the wrong books.
§ 05What it does
The collecting, the filing, and the posting.
Magic-link uploads & email-in
One link and one private address per client. No account to create, nothing to install.
Recognizes type, account, month
Read on arrival, then matched to the client's checklist — never silently misfiled.
Checklists that tick themselves
A monthly list per client, ticked by arrivals rather than by you at the end of the month.
Posts to QuickBooks on your click
Bills, expenses, invoices and sales receipts — into the right client's company, with the source PDF attached and your vendor rules applied.
BillExpenseInvoiceSales receipt
Red, amber, green across every client
One board for the whole month-end: what's collected, what's filed, what's still waiting on your approval to post.
Wrong-month, duplicate & gap flags
A May file sent for June gets flagged. So does a three-month hole nobody noticed, and a document already posted once.
Escalating reminders that auto-stop
Friendly, then firm, then a cutoff date — and silence the moment the paper lands.
An audit trail on every post
Who approved it, when it went, which transaction it became — kept per document.
Clean ZIP export — always yours
Properly named folders, month by month, on demand. Encrypted at rest, never held hostage.
§ 06Where we stop
We carry the document to the ledger.
We don't run the ledger.
Inside the fence
Everything between your client's phone and a posted transaction.
- Magic-link uploads & email-in, per client
- Recognizes type, account, and month on arrival
- Monthly checklists that tick themselves
- Wrong-month, duplicate, and gap flags
- Escalating reminders that auto-stop
- Posting to QuickBooks with the source PDF attachedbills, expenses, invoices, sales receipts — on your click
- Clean ZIP export, always yours
Outside it
Deliberately. Your ledger, your practice tools and your client relationships stay exactly where they are.
- Bank feeds and reconciliationwe bring the document; matching it to the feed stays in QuickBooks
- Being your chart of accountswe read yours and post into it; we never invent accounts
- Posting without youno schedules, no auto-post rules — a person clicks, always
- Client portals with loginslogins are where collection goes to die
- Practice managementkeep whatever runs your firm
- Per-client pricinginside your tier, another client costs $0 extra
§ 07Pricing
Flat. Monthly. No contract.
QuickBooks posting is on every plan — it's the point of the product, not an upsell. Priced per firm, not per client: adding your twenty-sixth client costs nothing until you outgrow the tier.
Founding
1 seat · 25 clients · locked forever
$19/mo for life
Claim a spot- QuickBooks posting — PDF attached
- Everything in Solo
- White-glove onboarding call
- Checklists set up with you
- Direct line to the founder
Price locked forever on Founding.
Solo
1 seat · 25 clients
$49/mo
Start free trial- QuickBooks posting — PDF attached
- Magic links + email-in
- Auto-sorting & auto-checkoff
- Reminder sequences · ZIP export
Team
3 seats · 100 clients
$99/mo
Start free trial- QuickBooks posting — PDF attached
- Everything in Solo
- Firm-wide dashboard
- Priority support
Firm
Unlimited seats & clients
$199/mo
Start free trial- QuickBooks posting — PDF attached
- Everything in Team
- Onboarding for your staff
Cancel any monthQuickBooks posting on every planClient seats are always free
Q1What lands in QuickBooks, and when?
Approved documents post as bills, expenses, invoices or sales receipts, with the source PDF attached to the transaction. Only on your click — nothing posts by itself, on a schedule, or on a guess.
Q2Why not fetch statements from the bank?
Feeds break and only cover banks. Receipts, payroll, and loan statements still arrive by email and photo — we collect through the channel clients already use, then post the result into the ledger the feed can't fill.
Q3Does it replace my bank feed or my reconciliation?
No. Your feed keeps bringing in the bank lines; PapersIn brings in the documents behind them and posts each one as a transaction with its PDF attached. Matching and reconciling stay in QuickBooks, where you already do them.
Q4I used Hubdoc. What happens to my setup?
Your folder structure imports as-is on a white-glove call; clients keep their forwarding habits — only the address changes.
Q5What do my clients see?
A plain upload page with your firm's name — no login, no app. Or they just reply to an email. They never see QuickBooks, and QuickBooks never sees them.
Q6How does recognition actually work?
Each document is read for institution, account, and period, then matched to the client's checklist and to your chart of accounts. Ambiguous files get a one-click confirm — never silently misfiled, never silently posted.
Q7Where do my documents live?
Encrypted storage, fully exportable any time as a clean ZIP — and a copy of every posted document also lives on the transaction in QuickBooks. Never held hostage.
Q8What if a client just won't send things?
The escalation ends with a cutoff date and a clear red flag on your board — so the conversation becomes theirs to have, not yours to chase.
Collect it, file it, post it.
Set your clients up once. The next month-end collects itself, files itself, and waits for one click to reach QuickBooks.
19 spots left · 14-day trial · cancel any month