Document collection for restaurant and cafe clients

Restaurant owners are on the floor all day, so POS reports, vendor invoices and tip payroll arrive late and in pieces. DocNag gives each client one checklist link, each item uploadable from a phone, and reminds them until the month is covered.

Start free with this checklist   See it in action, no signup

A starting checklist

• Bank and credit card statements
• POS daily sales and payment summary reports (Toast, Square, Clover)
• Delivery app payout reports (DoorDash, Uber Eats, Grubhub)
• Food and beverage vendor invoices
• Payroll reports including tips and tip credit
• Sales tax returns and payments
• Rent, utility and equipment lease invoices
• Cash deposit slips and petty cash receipts

Sales are spread across POS, delivery apps and cash, and tips run through payroll, so the close stalls until every source report is in, not just the bank 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

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