ReceiptLine

For solo bookkeepers · WhatsApp Business Platform

The monthly receipt chase, off your plate.

Every month you spend hours nudging the same clients for the same receipts and statements — by email they ignore, through portals they never log into. ReceiptLine — now onboarding founding practices — runs that chase where your clients actually reply: WhatsApp. Structured intake, recurring monthly chasing across the whole client book, secure upload links (never documents in chat), and a review queue so a client who already sent never gets nagged.

Reserve founding access — $49 One-time founding reservation · done-with-you setup of your three sequences · locks the founding monthly rate for life

The monthly receipt chase is the hour you resent every single month

Email gets ignored

Your third "gentle reminder" sits unread next to fifty promotions. Portals are worse — clients forget the password before the second month. Meanwhile the books can't close.

Twenty threads, one queue: you

Chasing 20 clients means 20 separate threads, remembering who sent what, and having to be the nag — every single month, forever.

WhatsApp answers get read

Clients who live on WhatsApp actually reply there. For practices whose client base uses the channel — common in the UK, EU, Australia, and Latin America — the response rate beats email and portals. The chase belongs where the replies are.

Three sequences. Your whole client book. Every month.

Sequence 1

New-client intake

A structured WhatsApp intake that collects the documents and details a new client owes you — with a secure upload link for every file, so nothing sensitive ever lands in a chat thread.

Sequence 2

Monthly receipt chase

On your schedule, every client gets a polite, approved-template chase for the month's receipts and statements. Replies land in one dashboard: waiting, responded, uploaded, snoozed, needs review.

Sequence 3

Quarterly deadline reminders

VAT, BAS, quarterly estimates — deadline reminders go out early enough that you're not doing month thirteen in a shoebox at filing time.

  • Review queue — you see and clear the list before anyone gets chased, so a client who already sent never gets nagged
  • Secure upload links only — documents never travel through WhatsApp itself
  • Official WhatsApp Business Platform, approved templates, STOP honored instantly
  • Clients must have an existing relationship with you and a documented opt-in
  • Unlimited clients on the founding plan — one price for the whole book

Reserve founding access

$49 one-time founding reservation

We're onboarding a small founding cohort of solo bookkeepers and setting each practice up personally. Your reservation locks the founding monthly rate of $29/mo for life — half the planned standard rate — and puts your practice in the setup queue.

  • Done-with-you setup: we configure your three sequences against your real client list and your existing secure portal
  • Founding rate locked for life: $29/mo, unlimited clients, all three core sequences
  • Your first monthly chase cycle run with us watching every message
  • Direct line to the builders — founding practices get a real say in the roadmap
  • Full refund if we can't onboard your practice
Reserve founding access — $49

Honest fine print: ReceiptLine is onboarding founding practices now, in the order reservations arrive. WhatsApp messaging runs on the official Business Platform with Meta-approved templates; messaging volume beyond fair use is passed through at Meta's cost, never marked up. Your clients' documents go to secure upload links — we don't store documents in chat, and we don't claim to review your books. ReceiptLine is not affiliated with Meta or WhatsApp.