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Save 8+ hours a month chasing missing receipts
across all your QBO clients.

Keepmatic connects to your clients' QuickBooks Online accounts, finds every transaction without a receipt, drafts the follow-up email, and sends it. The more clients you have, the more time you save.

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Free during beta. Built for bookkeepers managing multiple clients in QuickBooks Online.

Built for multi-client bookkeepers

Keepmatic is for bookkeepers and accounting firms managing multiple QuickBooks Online clients — the more clients you handle, the more month-end hours Keepmatic saves you.

If you spend the last week of every month chasing clients for receipts, sending the same follow-up email over and over, and copy-pasting transaction lists into Gmail — this is for you.

Single-client setups still work, but the time savings really compound at 5, 10, 20+ clients.

What you need to use Keepmatic

  • QuickBooks Online for every client.

    Keepmatic connects via Intuit OAuth — required. We don't support QuickBooks Desktop, Xero, or other accounting platforms today.

  • A bookkeeper email your clients recognize.

    Follow-ups are sent from noreply@keepmatic.com with your address as reply-to, so client replies land in your inbox.

  • One of two supported document workflows per client:

    • Direct in QBO — receipts attached to expenses inside QuickBooks (manual upload or QBO mobile app).
    • External document tool — Hubdoc, Dext, Bill.com, Canopy, AutoEntry, or similar. Upload the monthly bank CSV; we use the QBO entries your tool creates as receipt evidence.

Don't use QBO? Keepmatic isn't a fit — by design, we're built around QuickBooks workflows.