For founders, bookkeepers and anyone owed paperwork
Get every paper you’re owed without the chasing.
Ask a client, a supplier or your accountant for exactly the papers you need, one line each. They upload through a link — no account needed. The request counts what’s in and what isn’t, OneAI drafts the reminder, and the deadline keeps its proof once it’s done.
Without OneManage
Month-end, every month
The sales report is in one email, the invoices in another, and the bank statement nowhere. By the deadline it’s a long message thread, and nobody is sure which papers are still missing.
In OneManage
- 1
Add the deadline once
In Business → Obligations, choose “New obligation”. Say what is due, how often — every month, every quarter — the day of the month, and who is responsible.
- 2
Ask for the papers
In Requests, choose “New request”, pick who it’s with, set “Needed by”, and write one line per paper under “The items”. They get a link by email and need no account.
- 3
See what’s missing, counted
The request reads “2 of 3 provided · outstanding: Bank statement — March” — counted from the items, never guessed.
- 4
Chase in one click
OneAI drafts the reminder from the request’s own facts. Nothing is sent until you apply it.
- 5
Keep the proof
Choose “Mark filed…” on the deadline and add the reference and the receipt. Next quarter, the proof is right where the date is.
What you end up with
- Your deadlinesEvery month or quarter, each with who is responsible.
- The month’s papersOne request; they answer item by item.
- The chaseDrafted by OneAI, sent by you.
- The proofReference and receipt, kept with the date.
“2 of 3 provided · outstanding: Bank statement — March”
How a request counts itself
Start with
More use cases
Bring this job into OneManage.
OneManage is in early access. Tell us what you’re working on and we’ll set it up with you.