For accounting & consulting firms

Client documents and requests, out of your inbox

Collect documents and requests through your own portal, sell monthly bookkeeping or advisory packages, track hours per client and get paid by card, all under your brand.

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Client requests All clientsNew
56 clients · 14 requests in progress
Requests completed392↑ 7%
Avg. first reply3.4 h↓ 1.1 h
Hours this month618 h↑ 5%
Revenue (30d)$47,900↑ 2.9%
RequestsStatus
October bookkeepingAcme Co. · 3 receipts missingPending responseLM
Q3 VAT returnHarbor HealthIn progressSK
Cash-flow forecastOrbit FitnessQueuedTR
Board pack, NovemberLumen LabsQueuedMK
Team capacity
SKSarah
79%
LMLeo
66%
TRTom
44%
Completed: Q3 VAT return
Harbor Health · signed off
1,800+agencies and service businesses
One placefor documents, requests and invoices
$0transaction fees on your packages

Chasing documents by email is not a process

Receipts arrive as email attachments, bank statements sit in someone's downloads folder, and clients ask “did you get my file?” every week. Then you chase the same clients again for payment.

ManyRequests gives every client one branded place to send documents, follow the work and pay.

How it works

From first request to paid invoice

1

Clients sign up

Self-signup with your onboarding form and a link to your engagement terms.

2

Clients send documents

Request forms collect what you need, with uploads organized per client.

3

Your team does the work

Requests are assigned and tracked, with hours on every task.

4

Get paid

Monthly packages renew automatically, and invoices are paid by card through Stripe.

Documents

Documents in one place, not in your inbox

Clients upload documents with each request or straight into their file storage, organized in folders. Your team previews files in the browser and downloads everything in one go.

  • Folders per client
  • Uploads of up to 10 GB per file
  • Previews for spreadsheets and images
Bank statements, October3 PDFs · uploaded by Acme Co.
3 filesNew
receipts-october.xlsxSpreadsheet · preview in the browser
92 KB
Requests

Every client question becomes a request

Forms with conditional logic collect the details for each service, from monthly bookkeeping to ad-hoc advice, and clients always see where things stand.

  • Forms per service
  • Statuses clients can follow
  • Messages next to the work
Payroll for a new hireAd-hoc question · Orbit Fitness
AdviceNew
Year-end closeChecklist · 12 documents
ProjectQueued
Packages

Monthly packages that bill themselves

Sell monthly bookkeeping or advisory packages, prepaid hours or one-off projects through branded checkout, with payments to your own Stripe account.

  • Subscriptions and retainers
  • Prepaid hours with rollover
  • No transaction fees from us
BookkeepingMonthly close · up to 100 transactions
$450/mo
Bookkeeping + advisory Most popularMonthly close + 4 advisory hours
$1,200/mo
Year-end accountsOne-off
$1,800
Hours

See where every hour goes

Track time on every request, approve team timesheets and see hours per client, so fixed-fee packages stay profitable.

  • Timers on every request
  • Timesheets with approval
  • Hours per client and team member
Tracking · October bookkeeping · Acme Co.
01:12:40
Stop
This week, all clientsTimesheet · 4 team members
126.5 h82% billable
Acme Co.Retainer · 40h / month
28.5 h
Orbit FitnessHourly · invoiced monthly
11 h
AI & MCP · every plan

Ask your AI about your agency

Connect Claude, ChatGPT or Cursor to ManyRequests with our MCP server and ask about your clients, requests, hours and invoices in plain English.

  • “Which invoices are still unpaid?”
  • “Create a request for Harbor Health: Q4 VAT return”
  • “What did we complete for Lumen Labs this month?”
See the MCP server
Claude ManyRequests connected
Which clients still owe us documents?
manyrequests · find_requests(status: pending_response)
2 requests are waiting on clients:
• October bookkeeping · Acme Co. · 3 receipts missing
• Payroll setup · Orbit Fitness · 1 day

What agencies say

One of the best things about ManyRequests is their support. They're extremely responsive and helped our entire team get onboard.

Walter LlanosProntto

Clients love how clean and simple the portal looks. It feels like we built our own custom dashboard just for them.

Alex StewartTeamTown
Who it's for

Built for teams like yours

Bookkeeping firms

Monthly bookkeeping on a subscription.

Fractional CFOs

Advisory retainers and board packs.

Consultants

Advisory hours and project work.

Tax & payroll services

Recurring filings and ad-hoc requests.

FAQ

Frequently asked questions

Is ManyRequests built for accounting firms?

ManyRequests is built for service businesses that sell recurring work, which fits bookkeeping, advisory and consulting packages well. It doesn't do accounting itself, so keep your accounting software for the books.

How do clients send documents?

Clients sign in to your branded portal and upload documents with a request or into their own file storage, organized in folders, with files of up to 10 GB each.

Does ManyRequests have e-signatures or engagement letters?

Not built in. You can link your terms or engagement letter on the sign-up page, and keep an e-signature tool for contracts.

Can I sell monthly packages?

Yes. Sell subscriptions, retainers with prepaid hours or one-off projects through branded checkout, billed via your own Stripe account.

Explore the features

Client portal

Your brand, your domain, every screen.

See this feature

Requests

Forms, statuses and messages.

See this feature

Subscriptions & billing

Packages, prepaid hours and invoices.

See this feature

Run your firm
from one place

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