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Bookkeeper Guide

How to Automate Client Follow-Up Emails as a Bookkeeper

Chasing receipts from clients like Tom at Riverside Plumbing eats up your billable hours. You waste about 4 hours every month digging through text threads to find context on unmatched transactions instead of just reconciling the books.

The Current Reality

The Manual Way

Scrolling through old texts, copying transaction IDs by hand, and writing separate emails for every missing receipt.

20 minutes per client
  1. Open iMessage and scroll back until you find where the client explained that $1,100 Home Depot charge.
  2. Switch over to QuickBooks to hunt down the specific unmatched transaction ID.
  3. Write a polite but firm email listing what's missing and when you need it.
  4. Do this same loop for all 12 clients on the first Monday of the month.

With Christine AI

The Christine Way

Send Christine a voice note or quick text; she pulls the data, writes the email, and schedules the follow-up right away.

You

Voice note: 'Draft an email to Tom at Riverside Plumbing listing the 5 unmatched transactions from February and asking for receipts by end of week.'

Christine

Christine spots the 5 transactions, writes the email with the exact amounts ($1,100 Home Depot, $475 supply house), and saves it to your Gmail drafts.

You

Text: 'Remind me to call Sarah at Bloom Bakery if she hasn't replied to the receipt request by Thursday noon.'

Christine

Christine sets a calendar alert for Thursday at 12:00 PM with a direct link to Sarah's contact info and the pending email draft.

Time Saved Per Week

5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Draft an email to Tom at Riverside Plumbing. He still hasn't sent receipts for the $1,100 Home Depot charge and the $475 supply house purchase from Feb. Need them by Friday.
9:41 AM
Got it. I found those two unmatched transactions in your notes. I've drafted an email to Tom listing the exact amounts and setting a Friday deadline. It's in your Gmail drafts ready to send.
9:41 AM
Send it. Also, set a reminder to check if he replies by Wednesday morning.
9:42 AM
Email sent to Tom. I've added a reminder to your calendar for Wednesday at 9 AM to check for his response. If he hasn't replied, I'll flag it then.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

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