Chasing documents is the job nobody bills for. Avelle handles the reminders, the intake, and the reconciliation grind — so your team spends its hours on work a client will pay for.
Accounting automation chases client documents, processes receipts and invoices, flags reconciliation exceptions, and runs client onboarding — the unbillable work that consumes a practice at year-end.
Not in the technical work. In everything that has to happen before the technical work can start.
The fourth email asking for a bank statement. Unbillable, demoralising, and it happens across every client simultaneously at year-end.
Ninety percent of the chasing lands in the same eight weeks, when your team has the least capacity to do it.
Photos, PDFs, forwarded emails, a shoebox. Someone has to turn all of it into something a system can read.
A new client signs, then takes six weeks to send what is needed, because nobody had time to keep asking.
Running continuously so year-end is not a wall.
Usually seasonal admin help, or partners and seniors doing unbillable chasing.
| Option | Up front | Ongoing | Evenings & weekends | Follows up every time | Absorbs a volume spike |
|---|---|---|---|---|---|
| Hire seasonal admin | — | salary + payroll | No | No — dropped when busy | No — hire again |
| Absorb it into billable staff | — | — | No | No | No |
| Build the systems | from $2,500 | from $650/mo | Yes | Yes | Yes |
Salary figures are general Metro Vancouver ranges for comparison, not quotes. Run your own numbers in the savings estimator.
We build around how you already run — you do not change your systems to suit ours.
We define what each client type needs to provide, and the sequence that gets it delivered fastest.
We integrate with your ledger, document storage and practice management so nothing needs re-entering.
We set escalation timing and wording that gets documents in without damaging the client relationship.
We go live ahead of the compression, watch the first cycle, and tune against what actually gets responses.
The targets every build in this sector is scoped against.
unbillable hours spent on the fourth reminder email
document intake in whatever format arrives
from first consultation to a live system
Design targets, not guaranteed results. Outcomes vary by business size, volume and starting point.
Avelle is platform-agnostic. We connect to your stack rather than asking you to migrate.
Most builds in this sector combine these three. Start with whichever is leaking most.
The document chasing, processing and onboarding engine underneath all of this.
Connecting your ledger, document storage and practice management so nothing is re-keyed.
Answers drawn from your own procedures, for staff rather than clients.
Builds start at $2,500 setup plus $650/mo on Launch, covering document chasing, intake and onboarding workflows. Practices adding receipt processing and reconciliation flagging typically move to Growth at $4,500 setup plus $1,500/mo.
Yes. Avelle connects to QuickBooks, Xero, Sage, Dext and Hubdoc so extracted data lands in the ledger you already run rather than a separate system.
No. It handles collection, extraction and flagging — the mechanical work in front of the judgement. Anything requiring professional judgement is surfaced for your team, never decided by automation.
Yes. Deployments run on secure Canadian infrastructure with encryption in transit and at rest, scoped against BC PIPA and your professional obligations. Your practice retains ownership and control of all client data.
Most practice builds go live in two to four weeks. We recommend launching well ahead of year-end so the chase cadence is tuned before the compression arrives.
Book a free 30-minute consultation. We'll work out how many hours your team spends chasing documents and what reclaiming them is worth.
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