Client Document Chaser — Lite
Two-tone client reminders (gentle → firm) for missing documents, on one Google Sheet. A complete, own-firm tool — not a teaser.
Automation packs for accounting firms
One accounting job, done properly — not a thousand generic templates you'll never open. Flowcask builds small-batch workflow packs for n8n that run a real firm process on one Google Sheet, and keep working after you close the tab.
Two full workflows are free, with an own-firm licence and no time limit. Try one before you pay for anything.
The mega-bundles sell you a thousand workflows and hope you never test them. We would rather tell you exactly what you are getting.
Every workflow is built and checked to import cleanly on n8n 2.28. You connect your own accounts and run a test before you rely on it.
These packs run entirely on built-in templates and rules — no AI key required. Turn on optional AI rewording later with your own OpenAI key if you want it.
They run on normal free Google usage. Where a paid third-party service is ever involved, it is optional and we say so plainly up front.
You get plain JSON and text with a clear own-firm licence. Customise it freely; there is nothing locked behind our servers.
Two complete, working workflows — not stripped-down demos. The fastest way to see how a Flowcask pack behaves in your own n8n.
Two-tone client reminders (gentle → firm) for missing documents, on one Google Sheet. A complete, own-firm tool — not a teaser.
Three-stage internal deadline reminders (30 / 7 / 3 days) for your team, on one Google Sheet. A full working tool.
Five focused packs for the jobs that eat a firm's week. Buy one, or run the whole system on a single shared sheet.
Chase every outstanding client document automatically — gentle, then firm, then final — all from one Google Sheet.
Turn each new client into a checklist, a welcome email, and a Drive folder — the same way every time.
Email every client a clean, branded monthly P&L summary on schedule. HTML by default; optional self-hosted PDF.
Follow up your own unpaid invoices on autopilot — staged and professional, and it stops the moment you're paid.
Staged filing reminders for you and your clients, with recurring deadlines that roll forward after you file.
All five products on one shared Google Sheet. Add a client once and onboarding, chasing, reporting, collections, and deadlines all know who they are.
Plain-English writing on the accounting-firm jobs these packs automate — useful whether or not you ever buy anything.
Chasing clients for missing paperwork eats an accounting firm's mornings. Here is why the manual version quietly breaks down, and how to design a reminder system that chases, tracks, and stops on its own.
Read →A shared spreadsheet plus manual reminders is how most firms track filing deadlines — and how deadlines get missed. Here is the failure pattern, and a reminder design that sends once, escalates, and rolls recurring deadlines forward.
Read →