Stop chasing documents. Close the month.
For every company in your portfolio you see what's missing this month: purchase invoices, sales invoices, payroll, bank statements. The requests to clients write themselves and go out after your yes. You confirm the month.
What the film shows, in words
25 companies, the month of September: who still owes documents, and by when, day by day. Brutăria din Vâlcea: purchase invoices and bank statements missing. The message to the client is ready; one yes and it goes. The documents arrive as XML, photo and PDF and are filed in place. The accountant confirms the month, and the handover is one ZIP with the originals and the inventory.
Three things you tell it in the last week of the month.
- 01
Who hasn't sent me their September documents yet?
The list of companies, each with what's missing: purchase invoices, bank statements, payroll.
- 02
Write to the ones who haven't sent their statements.
One message per company, saying exactly what's missing. It goes out once you say yes.
- 03
Prepare the handover for Brutăria din Vâlcea.
The originals, plus the inventory in CSV and XLSX, in one ZIP.
The AI proposes, a person approves, then it carries it out.Nothing is sent, paid or signed without your yes. Every action stays on the record.
What works from day one. What it still needs.
Works today
- For each client company: the monthly document checklist and the dates you expect them by.
- The documents you upload (PDF, photos, e-Factura XML), read and filed to their company by tax ID.
- Requests to clients, sent by e-mail only after approval.
- The month confirmed by the accountant; the handover as a ZIP of originals with a CSV/XLSX inventory.
Needs an integration, or not done
- The office's e-mail (IMAP/SMTP, Gmail or Microsoft 365), so requests go out. Documents sent back by e-mail are not picked up automatically yet.
- ANAF's SPV for each client company: not connected yet.
- Import into Saga or your accounting software: not done; the handover is in ordinary files.
- It doesn't keep the books or file declarations; it prepares the documents for you.
Let's talk.
Half an hour, on your screen: we show you what a day of yours would look like with Sailwork.