Document collection for e-commerce clients

Your online-store clients owe you Shopify, Amazon and Stripe reports, supplier invoices and ad spend every month. DocNag gives each one a single checklist link and chases them until it is complete.

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A starting checklist

• Bank and credit card statements
• Shopify / Amazon / Etsy sales and payout reports
• Stripe or PayPal payout and fee reports
• Supplier and inventory invoices
• Ad spend statements (Meta, Google, TikTok)
• Shipping and fulfilment invoices
• Inventory count at month end
• Sales tax reports by state

Payouts are net of fees and refunds, so the close stalls until the right report arrives, not just any statement. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

1. Send the client one private link.
2. They upload each item from a phone, with no account or password.
3. DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

Other niches

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