Free tool · no signup
Monthly close checklist generator
Pick the client type, tick what applies, get a checklist you can send today. A written list per client is the single cheapest fix for document chasing — with or without us.
Applies to this client
monthly checklist
Regenerates as you change options. Send it to the client with your cutoff date.
Bank statement — account 1 (full PDF, all pages)
Bank statement — account 2 (full PDF, all pages)
Credit card statement(s) — full PDF
Merchant processor statement (Stripe/Square/Shopify)
Inventory purchases — supplier invoices
Monthly sales summary report
Payroll summary report (from payroll provider)
Any new contracts, leases, or large purchases
Anything that made you think "the bookkeeper should see this"
Tired of ticking this list by hand every month? PapersIn ticks it for you when the documents arrive — and reminds your client about the rest.