AI Receipt & Document Collection
Stop chasing clients for receipts and records. Your AI politely requests, categorizes, and flags missing
items securely – ready for your review.
The secure AI assistant for collecting documents from clients by OwlAI.cc.
Relentless, Polite, and Perfectly Organized
Whether you need expense receipts, legal IDs, real estate disclosures, or tax records, collecting files from clients is a notoriously painful process. They forget, they upload the wrong files, or they send half of what you asked for. The OwlAI assistant takes over the frustrating back-and-forth, ensuring you get exactly what you need without manually typing a single follow-up email.
Polite Persistence
The AI will schedule automated, friendly nudges via SMS or email to remind clients to upload their required documents, saving you from playing "bad cop."
Smart Categorization
As documents arrive, the AI reads the files and places them into the correct folders on your secure cloud drive, separating Q1 receipts from legal disclosures.
Missing Item Flagging
If you requested 5 documents and the client only uploaded 4, the AI immediately flags the missing file and asks the client to provide the final piece.
Strict Security Standards
Because you are handling sensitive PII and financial records, all file transfers are routed through encrypted portals, keeping your firm compliant and secure.
Frequently Asked Questions
Is it safe to collect sensitive records via AI?
Yes. OwlAI utilizes enterprise-grade, end-to-end encryption to securely request and transfer sensitive documents like W-2s or bank statements without exposing them to manual, unencrypted email vulnerabilities.
How does receipt collection automation work?
The AI knows exactly what documents are needed (e.g., expense receipts, IDs, specific forms). It politely messages the client periodically providing a secure link until the correct files are uploaded.
Can the AI flag missing documents?
Absolutely. If a client attempts to submit an incomplete file package, the AI automatically categorizes what was received and immediately notifies the client about the specific missing item, so your staff never has to touch an incomplete file.
Stop begging clients for paperwork.
Try the OwlAI Demo Today