Feature · Connector and Autopilot

Chase receipts with one email.

Month end, and the same dozen charges still have no receipt. So you copy them into an email one by one, send it, and wait. Caribooks reads that list out of QuickBooks, emails it to your client in their language, and what they send back lands in their company's file.

Works withQuickBooks
Ask fromClaudeChatGPTCopilot
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How it works

  1. 01

    Pick the client and the start

    On the Documents page, open Ask your client for a company. Enter the client's email and language (French or English), and where the list starts: when the books were closed, the start of the fiscal year, 90 days ago, a date of your choice, or the very beginning.

  2. 02

    Check the list

    Caribooks lists the purchases and bills with nothing attached in QuickBooks, oldest first. Transfers, card payments, payroll, interest and bank fees stay off it, and so do charges marked as having no receipt and the ones a document already in the box matches. Uncheck a line and it stays unchecked for that client.

  3. 03

    Send, and the files come back

    The email comes from your name via Caribooks, and replies and a copy go to you. Your client drops everything through the company's link, or forwards emails to its address, without sorting anything. The files land in that company's box, where your assistant attaches them when you ask, or an Autopilot loop proposes each one in Approvals.

Before Send: uncheck what you won't ask this client for.
The company's own link and address, the ones the email gives your client.

What it does

  • Reads the list from QuickBooks at every send, so a receipt attached since the last email is off the next one.
  • Writes the email in French or English, whichever you set for that client.
  • Lists up to 50 charges, oldest first, and keeps the rest for the next email.
  • Puts a stop link in every email. If your client uses it, you get an email right away.
  • With Autopilot, sends the email on its own every Monday or on the 2nd of each month, at 9 a.m.

What it doesn't do

  • Send anything when nothing is missing.
  • Give your client a login, a portal or a view of their books.
  • Ask your client to match a file to a charge. They drop files; sorting and attaching stay on your side.
  • Send more than once a day for the same company.

→ Step by step, in the help center: Ask your client for missing receipts

Which plan

Send now comes with the Connector. The weekly or monthly email that sends itself comes with Autopilot.

Connector

From $39 / month

One company; up to 25 on the larger bundles.

Autopilot

From $149 / month

One company, the Connector included.

Every plan and price →

The rest of Caribooks

Every feature →

Questions

Does my client need a Caribooks account?

No. The drop link opens with no account or password, and forwarding to the company's address works from any mailbox.

Which expenses end up on the list?

Purchases and bills since the start you picked with no document attached in QuickBooks. An expense booked only to bank, card, loan or equity accounts, payroll, interest, bank charges or amortization stays off, along with charges marked as having no receipt, lines you unchecked and expenses a document in the box already matches.

What if a charge really has no receipt?

Uncheck it. Your client is not asked for it again, and your assistant still counts it as missing.

Can my client stop the emails?

Yes, from the link at the bottom of each one, or their mail app's unsubscribe button. You are told the moment they do, so a silence never looks like a fault. To turn them back on with their agreement, write to support@caribooks.com.

Who does the email come from?

From the name you choose, shown as "Your Name via Caribooks". A reply goes straight to you, and you get a copy of every email sent.

Try it on your own books.

14 days, the whole product, no card. The trial starts when you connect QuickBooks.

Start the 14-day trialBook a demo