Use case · Bookkeepers

How Bram runs a bookkeeping practice's inbox with Pidgy.

Bram keeps the books for 42 small businesses. Every month-end depends on documents that clients send late, by email. This is how Pidgy flies for him.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Bram Pidgy, the AI email assistant, holding a task list
pidgy · Bram's client overview
🔍  Search clients… All clients Waiting on client
Terra Café · April close
Collecting docs
6 receipts missing · nudge ready
Falk Cycles · April close
In review
VAT due Fri
Juno Fitness · April close
Collecting docs
Waiting on bank export
Plume Books · April close
Closed
Closed ✓
42 clients · 11 waiting on documents · VAT deadline Friday

Where month-end leaks days.

8h

Chasing receipts & exports

Every month-end. Invoices, receipts, bank exports: requested with the same email, 42 times, then chased client by client.

A real month-end email"Hi Sam, quick reminder nr. 3: still missing 6 purchase invoices for the April close…"
38

Missing documents found on day one

Across clients mid-close: items requested in threads and tracked in a spreadsheet last saved two closes ago.

Buried in a thread"…also there's a payment of 214.50 I don't recognize, can you check it?"
2h

Sunday close triage

Rebuilding which client is complete before the deadline week, from 42 threads.

Bram, before Pidgy"The books were never the problem. Getting the paper was."
Month-end, without the chase

Pidgy, on the close.

01 · per client

Every close, every gap.

All 42 clients in one list with the month's status and exactly which documents are missing. Who's complete, who's blocking, who needs the VAT nudge: one glance.

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Clients · this close
Terra Café · April
4 docs · 12 emails · 3 open tasks
64%
Juno Fitness · April
2 docs · 7 emails · 1 open task
38%
Falk Cycles · April
6 docs · 4 emails · 2 open tasks
82%
Plume Books · April
8 docs · 23 emails · all done
100%
02 · clients finally deliver

Receipts arrive via magic link.

Each client gets one standing secure link: the shoebox goes digital. Missing invoices, bank exports and receipts uploaded in place, with the month's deadline visible.

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In your client's inbox
PO
Bram via Pidgy
to sam@terracafe.com
Mon 09:01
3 items your April close is missing
Good morning Sam,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Terra Café · your month-end list
3 items · shared by Bram
Purchase receipts (6 missing)Upload
Bank export AprilUpload
Fuel receiptsReceived ✓
Receipts received · the close is complete
03 · the month-end sweep

Missing documents chase themselves.

Pidgy tracks who still owes what for the close and drafts each nudge in Bram's voice. Forty-two clients chased in one coffee, not one afternoon.

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Waiting on others 3 waiting
SP
Re: Receipts April (6 missing)
Sam Porter · waiting 6 days
6d
AF
Re: Bank export
Ada Falk · waiting 9 days
9d
NR
Re: Unknown payment 214.50
Noel Reyes · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Sam, quick nudge from my side: I'm still missing 6 purchase receipts for the April close. You can add them via your secure link. Happy to help if anything is unclear.
Follow-up sent
04 · automatic

Client questions become tasks.

The “can you also check this payment” buried in a thread becomes a task on the right client with a deadline, scheduled into the month-end run.

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Inbox
SL
Sam Porter
2 min ago
Re: April close, missing items

Hi Bram, thanks for the overview. We'll have everything complete by May 2nd.

Could you send the missing-items list? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send missing-items list · Terra Café
TodayFrom email
Book the April invoices · Terra
Due May 2Scheduled · Thu 9:00
Check payment 214.50 · Falk
Due Apr 30
Prep the VAT return run
Due May 5
2 to-dos created · 1 auto-delegated
05 · the closing week

The close planned, client by client.

Closing blocks per client dragged into the calendar, complete files first. The VAT deadline week finally has a running order.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · Falk ledger
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the Falk ledgerest. 1 h · due FriReply
✉Counter-sign the engagement letterest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the VAT return runest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Bram's first season.

6.5h

per month-end back, measured over two closes

38

missing documents surfaced across clients on day one

0

VAT deadlines missed since the chase moved to Pidgy

40s

to chase a client that used to take a phone call

"Forty-two clients chased before my first coffee. Month-end became a running order instead of a scramble."

Bram · bookkeeper, 42 clients · composite of Pidgy's pilot users

Frequently asked questions.

How does Pidgy connect to my email?+
Pidgy connects to Gmail and Outlook with read access. It extracts document gaps, client questions, and deadlines into your client overview. Nothing is sent without your say.
Is client financial data safe?+
Data stays in the EU and processing is GDPR-compliant. Receipts and exports arrive through tracked secure links instead of scattered attachments.
Does it work with my accounting software?+
Pidgy works the inbox layer: getting complete documents in on time. Your bookkeeping software stays exactly as it is, just fed on schedule.
Do clients need an account?+
No. Each client gets a standing secure link: their own list of what the close still needs, upload in place. No login, workable from a phone at the counter.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

Want your own prize-winning assistant?

Pidgy onboards from the waitlist, in order. Join now and you're at the front of the loft when the doors open.

First in loft, first served No spam, we're the anti-email-volume company

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