Running now for firms chasing client paperwork
Every client reply,
handled. Every deadline,
met.
Euriko chases your clients for whatever they owe you, reads the replies, and follows up until it's done. You get a short list of who's still outstanding — nothing else.
See the chase for your firmIllustrative figures for one quarter.
Example: accountancy
Records chasing for MTD quarterly updates
Every quarter someone at the practice checks which clients have sent their records and nudges the rest. The chase runs that loop for you.
It sends the first request, reads the replies, stops for the clients whose records arrive, and keeps going with the ones who haven't. Nothing touches your filing or your software.
Hi Sarah,
Your next quarterly update is due on 7 August. Could you send over your income and expense records for 6 April to 5 July when you have a moment? A photo of receipts, a spreadsheet or a bank export all work.
If you've already sent them, ignore this.
Thanks,
Your firm name
Process
How it runs
- The first request goes to every client on the list.
- Replies are read. A client who sends records, or says they're on the way, is marked done.
- The rest get a follow-up after a set gap, in plainer words each time.
- You receive a short list of who is still outstanding, and nothing else.
- Tax records
- Signed documents
- ID checks
- Forms
- Invoices
- Timesheets
- Any deadline-driven chase
Free setup.
First month free.
After that, a monthly fee sized to your client list, no contract. To see the chase written for your firm, send your firm's name and we'll reply with an example.
Contact us for an exampleEuriko is run by Aivaras Bankauskas, a software engineer with five years building and running systems, previously at Tesla and Iconn Networks.
LinkedIn →