Built for bookkeepers & accountants
Know when the month is actually complete.
Other tools collect files. IntegralChase knows every bank account and card your client has, checks each statement as it arrives, and tells you when the month is ready to close.
No more “which card was it?” or “it's locked, what's the password?” emails to untangle at month-end.
Free during early access · No credit card · The demo needs no signup
- No client loginsOne link per client
- Instant document checksEvery statement, as it arrives
- Balances that carry overGaps between months show up
- Reminders on autopilotWithout you chasing
How it works
- Send the checklist. Pick Monthly close (or build your own) and send it once, or schedule it to go out automatically every month.
- Clients upload, every file is checked. No login. Each statement is checked on arrival, and clients are told exactly which accounts are still missing.
- Close the month. When every account has a statement and the balances carry over, the request turns “Ready to close”.
Not just “3 files uploaded”
A file arriving doesn't mean the month is done. Here's what you see for each client instead.
Everything you need to close the month
Built for sensitive financial documents
- Encrypted storageYour files stay private
- Private filesA unique link per request
- Accounts kept apartStrict separation between accounts
- No AI servicesDocuments aren't sent to AI
Want the details? Security details
What early testers say
Pricing
Early access
Free
No credit card. Cancel any time.
When early access ends
We email you first. Subscribe at $19/month, the founding price, to keep sending requests. If you don't, nothing is charged: your account turns read-only, and you can still view and download all your files any time.
Everything included
- Every feature included
- Unlimited clients and requests
- Instant document checks
- Balances that carry over
- “Ready to close” at a glance
- Reminders and receipts
Questions
Can't find your answer? Email us.
A note from the founder
Hi, I'm Sai. I built IntegralChase after listening to bookkeepers talk about month-end. The same story kept coming up: the files arrive, and only when you sit down to reconcile do you find a statement missing, from the wrong month, or locked with a password.
IntegralChase catches that the moment your client uploads, so you can close the month instead of chasing it. It's a small, independent product, and I read and answer every email myself.
Sai Srinivas Pedhapolla, founder
support@integralchase.tech
LinkedIn · X
No. They get a private link by email and upload from any phone or computer. No password needed.
Files are encrypted, stored privately and never publicly accessible. Each request has its own unguessable link that you can replace at any time. Our Security page has the details.
Whether a PDF is password-locked or damaged, whether a statement covers the month you asked for, whether it's for the account you named (for example “Chase checking …4521”), whether a photo is blurry or too small, and whether each statement's opening balance matches the previous closing balance. Checks run on our own servers; documents aren't sent to AI services.
From the statements they upload: it reads the account's last 4 digits and the bank's name. You can rename, add or remove accounts on the client's page. Scanned or photographed statements can't be read automatically, so you can add those accounts by hand.
They can mark it “I don't have this” or “I'll send it later”, with a note, so you know why instead of guessing.
PDFs, photos (JPG, PNG, HEIC) and spreadsheets (CSV, Excel), up to 50 MB each.
Not yet. You download the files and add them to your books as usual. Tell us if an integration would help you.
Close the month without chasing anyone.
Set up your first request in about five minutes.