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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.
Three simple steps to stress-free month-end
Create custom document checklists with our drag-and-drop builder. Add intake questions if needed. Clone requests monthly to save time - same checklist, fresh start.
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.
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.
Built for busy bookkeepers who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload a document, and our AI instantly knows if it's a bank statement, credit card statement, receipt, or invoice. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
Create form templates once, reuse them for every client. Clone requests to save time.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
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 3 clients. When you need to add more, upgrade to our Professional plan at $49/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.
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.