AI SaaS
DocLoop
Stop chasing clients for documents.
An AI employee for accounting firms that requests, follows up, organizes, and tracks missing client documents.
Building in public
- What it is
An AI employee that helps accounting firms collect missing documents from clients without the endless follow-up.
- Problem
Accounting firms spend a surprising amount of time chasing clients for missing documents—sending reminders, checking inboxes, and keeping track of what is still outstanding.
- Why I built it
Most tools in this space are dashboards that still need a person to do the chasing. I wanted to build something that does the work itself: an AI employee rather than another SaaS dashboard.
- How it works
- 01Requests the documents a client still needs to provide.
- 02Follows up until they arrive.
- 03Organizes what comes in.
- 04Tracks what is still missing.
- My role
Founder & Software Engineer
- Status
- Building