PO expediting desk
We chase your overseas suppliers every day for acknowledgements, ship dates and ETAs.
For: Importers buying from China, Vietnam or India
From $150/month · 2-week free trial
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One recurring job off your desk
Each service is one back-office job, done to a schedule for one kind of business, with a person checking every line. Chase services get dates and documents from people who don't answer. Check services compare bills and statements with what you agreed. Record services turn messy files into clean records.
Compare all services and pricing Describe a job
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Bid invitation & RFQ desk
We watch your bid invitations, send RFQs to subs and suppliers, chase quotes, and track coverage by trade.
For: Small GCs and subcontractors bidding 2–10 jobs a month
From $250/month · 2-week free trial
Insurance certificate & document chase
Subs' COIs, W-9s and licences checked against your requirements, and missing or expiring ones chased.
For: Contractors, property managers and freight brokers
From $150/month · 2-week free trial
Permit submission & tracking
Permits filed in city and county portals under your account, checked daily, corrections relayed, inspections booked.
For: Contractors pulling permits across several cities
From $250/month · 2-week free trial
Tax-season document chase
We chase your clients for W-2s, 1099s and K-1s, file them, and send a weekly status by client.
For: Small accounting and bookkeeping firms
From $150/month · 2-week free trial
Grant deadlines & reporting desk
Your grant calendar kept, program staff chased for report numbers, drafts built from your data to finish.
For: Small nonprofits with several active grants
From $150/month · 2-week free trial
Lease critical-dates register
We read your leases, track every notice deadline and rent step, and chase landlords for CAM statements.
For: Franchisees and multi-site groups with 3-50 leases
From $150/month · 2-week free trial
Real-estate transaction paperwork desk
We track contract-to-close deadlines, chase signatures and documents, and keep each file complete for your broker.
For: Real-estate agents and small brokerages
From $150/month · 2-week free trial
Client paperwork & balance chase
We chase couples for contracts, questionnaires, shot lists and balances from the event date, and keep your tracker.
For: Wedding photographers, planners and small venues
From $79/month · 2-week free trial
Trade credit applications desk
Credit apps, references and resale certificates chased from new wholesale accounts, summarised on one page.
For: Wholesalers and brands offering net terms
From $150/month · 2-week free trial
Change order paperwork for trades
Crews text extra work; we draft it from your rate sheet, get it signed and log it per job.
For: Small trades and remodelers with 1-10 crew
From $59/month · 2-week free trial
3PL & shipping invoice audit
3PL and carrier invoices checked monthly against your signed rate card, with a dispute list ready to send.
For: Shopify brands that use a 3PL
From $150/month · Last month audited free
Owner statement check
Your property manager's monthly statements checked line by line against your agreement and leases.
For: Rental owners (1–20 doors) who use a property manager
From $39/month · Last 3 statements checked free
Carrier settlement audit
Loads matched to rate cons, settlements and deposits weekly; short-pays and missing detention flagged.
For: US carriers with 5 to 50 trucks that factor loads
From $150/month · Last month checked free
Distributor invoice & margin check
Distributor invoices matched to what you bill clients; unbilled seats and price rises flagged.
For: MSPs that resell licences through a distributor
From $150/month · Last month checked free
Chargeback evidence packs
Evidence packs built and responses drafted for each Shopify, PayPal or Stripe dispute, before the deadline.
For: Online stores on Shopify or WooCommerce
From $100/month · Last month checked free
Security deposit deadline desk
Deposit deadlines tracked for every move-out, the evidence packet built and the itemized letter drafted.
For: Small US landlords and property managers
From $39/move-out · Next move-out free
Carrier vetting & monitoring for brokers
A dated check record for every load, plus a weekday-morning flag when a carrier's authority or insurance changes.
For: Small US freight brokers (2-25 staff)
From $150/month · Last month's carriers checked free
Leaver access review for IT providers
Leavers checked monthly against Microsoft 365 exports: live accounts, forwarding, app grants, licences.
For: MSPs and small in-house IT teams on Microsoft 365
From $100/month · Last month checked free
Retailer deductions & AP portal desk
We list every retailer deduction and short-pay with its backup and draft the dispute packet you send.
For: Small CPG brands selling to UNFI, KeHE, Walmart
From $200/month · Last month checked free
Supplier invoice & freight bill audit
Supplier invoices and freight bills checked against POs, receipts and quotes, with the disputes drafted.
For: Small manufacturers and distributors
From $200/month · Last month checked free
Short-term rental payout reconciliation
Airbnb, Vrbo and Booking.com payouts matched to your bank each month, with an owner-ready sheet.
For: Short-term rental hosts and managers, 5-100 listings
From $150/month · Last month reconciled free
Policy checking for insurance agencies
Each issued policy compared with the binder, quote and prior term; differences listed for the carrier.
For: Independent P&C insurance agencies
From $150/month · First 15 policies checked free
Due-diligence pack for small online business buyers
The seller's revenue, churn and refunds checked against their own exports, plus a handover checklist.
For: Buyers of small SaaS, content sites and stores
From $149 per deal · One month of the seller's numbers checked free
Automation run checks & client reports
Daily checks of your clients' Zapier, Make and n8n runs, plus a monthly report per client.
For: Agencies that run Zapier, Make or n8n for clients
From $149/month · Last month checked free
Supplier price-list mapping
Supplier price lists turned into clean import files, with every cost change listed for you to approve.
For: Stores and wholesalers with many suppliers
From $120/month · 2-week free trial
Order entry desk
Customer POs and emailed orders keyed into your system the same day and checked against the quote.
For: Small manufacturers and distributors
From $250/month · 2-week free trial
Gift-to-deposit reconciliation
Gifts in your donor CRM matched to QuickBooks deposits and payouts each month, in one sheet ready to sign off.
For: Small US nonprofits using a donor CRM and QuickBooks
From $100/month · 2-week free trial
Subscriber ledger & processor backup
Every subscriber and payout in your own sheet, matched monthly, plus a tested plan to switch processors.
For: Subscription software and digital-product sellers
From $50/month · 2-week free trial
Job costing from receipts
Crews text receipts; we code each to the right job, chase missing ones and send weekly spent vs estimate.
For: Trades businesses with 2 to 20 people
From $150/month · 2-week free trial
Marketplace listings & stock sync upkeep
Your listings, prices and stock kept in line across Shopify, eBay, Etsy and Amazon, checked weekly.
For: Shopify, Woo or Square sellers on eBay/Etsy
From $150/month · 2-week free trial
Certified payroll reports
Weekly WH-347 and state certified payroll prepared and checked against the wage determination. You sign.
For: US subcontractors on public-works jobs
From $150/month · 2-week free trial
Receiving & landed-cost desk
Supplier invoices turned into POs, received counts, landed costs and label files. You count the stock.
For: Shopify POS and small retailers, 1-10 stores
From $100/month · 2-week free trial
CRM & contact list cleanup
Duplicates found, formats fixed, bad contacts flagged in your CRM. You approve every merge.
For: Agencies and software teams with a messy CRM
From $150/month · 2-week free trial
No service matches those filters yet. Ask us about the job you have in mind.
At a glance
Who each service is for, and what it costs
Starting prices. Each service page has the full tiers, a sample of the output and the details of the free start.
| Service | Track | For | From | Free start |
|---|---|---|---|---|
| PO expediting desk | Chase | Importers buying from China, Vietnam or India | $150/month | 2-week free trial |
| Bid invitation & RFQ desk | Chase | Small GCs and subcontractors bidding 2–10 jobs a month | $250/month | 2-week free trial |
| Insurance certificate & document chase | Chase | Contractors, property managers and freight brokers | $150/month | 2-week free trial |
| Permit submission & tracking | Chase | Contractors pulling permits across several cities | $250/month | 2-week free trial |
| Tax-season document chase | Chase | Small accounting and bookkeeping firms | $150/month | 2-week free trial |
| Grant deadlines & reporting desk | Chase | Small nonprofits with several active grants | $150/month | 2-week free trial |
| Lease critical-dates register | Chase | Franchisees and multi-site groups with 3-50 leases | $150/month | 2-week free trial |
| Real-estate transaction paperwork desk | Chase | Real-estate agents and small brokerages | $150/month | 2-week free trial |
| Client paperwork & balance chase | Chase | Wedding photographers, planners and small venues | $79/month | 2-week free trial |
| Trade credit applications desk | Chase | Wholesalers and brands offering net terms | $150/month | 2-week free trial |
| Change order paperwork for trades | Chase | Small trades and remodelers with 1-10 crew | $59/month | 2-week free trial |
| 3PL & shipping invoice audit | Check | Shopify brands that use a 3PL | $150/month | Last month audited free |
| Owner statement check | Check | Rental owners (1–20 doors) who use a property manager | $39/month | Last 3 statements checked free |
| Carrier settlement audit | Check | US carriers with 5 to 50 trucks that factor loads | $150/month | Last month checked free |
| Distributor invoice & margin check | Check | MSPs that resell licences through a distributor | $150/month | Last month checked free |
| Chargeback evidence packs | Check | Online stores on Shopify or WooCommerce | $100/month | Last month checked free |
| Security deposit deadline desk | Check | Small US landlords and property managers | $39/move-out | Next move-out free |
| Carrier vetting & monitoring for brokers | Check | Small US freight brokers (2-25 staff) | $150/month | Last month's carriers checked free |
| Leaver access review for IT providers | Check | MSPs and small in-house IT teams on Microsoft 365 | $100/month | Last month checked free |
| Retailer deductions & AP portal desk | Check | Small CPG brands selling to UNFI, KeHE, Walmart | $200/month | Last month checked free |
| Supplier invoice & freight bill audit | Check | Small manufacturers and distributors | $200/month | Last month checked free |
| Short-term rental payout reconciliation | Check | Short-term rental hosts and managers, 5-100 listings | $150/month | Last month reconciled free |
| Policy checking for insurance agencies | Check | Independent P&C insurance agencies | $150/month | First 15 policies checked free |
| Due-diligence pack for small online business buyers | Check | Buyers of small SaaS, content sites and stores | $149 per deal | One month of the seller's numbers checked free |
| Automation run checks & client reports | Check | Agencies that run Zapier, Make or n8n for clients | $149/month | Last month checked free |
| Supplier price-list mapping | Record | Stores and wholesalers with many suppliers | $120/month | 2-week free trial |
| Order entry desk | Record | Small manufacturers and distributors | $250/month | 2-week free trial |
| Gift-to-deposit reconciliation | Record | Small US nonprofits using a donor CRM and QuickBooks | $100/month | 2-week free trial |
| Subscriber ledger & processor backup | Record | Subscription software and digital-product sellers | $50/month | 2-week free trial |
| Job costing from receipts | Record | Trades businesses with 2 to 20 people | $150/month | 2-week free trial |
| Marketplace listings & stock sync upkeep | Record | Shopify, Woo or Square sellers on eBay/Etsy | $150/month | 2-week free trial |
| Certified payroll reports | Record | US subcontractors on public-works jobs | $150/month | 2-week free trial |
| Receiving & landed-cost desk | Record | Shopify POS and small retailers, 1-10 stores | $100/month | 2-week free trial |
| CRM & contact list cleanup | Record | Agencies and software teams with a messy CRM | $150/month | 2-week free trial |
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