Meet your AI Junior Accountant: Chazy

Your accounting team didn’t sign up to babysit inboxes. Chazy handles the chasing, so they can stay locked in on the work that counts

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Let’s be honest:
Your clients never send docs on time

Let’s be honest:
Your clients never send docs on time

You chase them. They ghost you. Then they send a photo of a receipt from 2007. You reply. They ignore you again. Repeat. Sounds familiar?

You chase them. They ghost you. Then they send a photo of a receipt from 2007. You reply. They ignore you again. Repeat. Sounds familiar?

We built Chazy so you don’t have to deal with that anymore

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You handle the numbers. Chazy handles the chasing.

Chazy does one thing, and does it well — it gets the documents, every time. Here’s how Chazy gets it done

Pulls Unreconciled Transactions

Chazy connects with your accounting software and automatically detects unreconciled transactions that need supporting documents

Pulls Unreconciled Transactions

Chazy connects with your accounting software and automatically detects unreconciled transactions that need supporting documents

Pulls Unreconciled Transactions

Chazy connects with your accounting software and automatically detects unreconciled transactions that need supporting documents

Notifies Your Clients

Chazy reaches out to your clients with polite, branded reminders — and keeps following up until the document arrives

Notifies Your Clients

Chazy reaches out to your clients with polite, branded reminders — and keeps following up until the document arrives

Notifies Your Clients

Chazy reaches out to your clients with polite, branded reminders — and keeps following up until the document arrives

Checks and Reconciles

Once a document is received, Chazy verifies its quality, ensures it matches the transaction, and prepares it for your review

Checks and Reconciles

Once a document is received, Chazy verifies its quality, ensures it matches the transaction, and prepares it for your review

Checks and Reconciles

Once a document is received, Chazy verifies its quality, ensures it matches the transaction, and prepares it for your review

Delivers Everything Back

Completed documents are automatically sent to your accounting system, properly matched and ready for reconciliation — no extra clicks

Delivers Everything Back

Completed documents are automatically sent to your accounting system, properly matched and ready for reconciliation — no extra clicks

Delivers Everything Back

Completed documents are automatically sent to your accounting system, properly matched and ready for reconciliation — no extra clicks

Key features

Documents collected, matched, organized — all without lifting a finger

Native Integration

Native Integration

Native Integration

Works seamlessly with your existing accounting system with minimal setup required

Works seamlessly with your existing accounting system with minimal setup required

Works seamlessly with your existing accounting system with minimal setup required

Smart Client Outreach

Smart Client Outreach

Smart Client Outreach

We’ll email. We’ll text. We’ll even call — whatever it takes to get the document. Chazy uses the right channels at the right time, so nothing slips through the cracks.

We’ll email. We’ll text. We’ll even call — whatever it takes to get the document. Chazy uses the right channels at the right time, so nothing slips through the cracks.

We’ll email. We’ll text. We’ll even call — whatever it takes to get the document. Chazy uses the right channels at the right time, so nothing slips through the cracks.

Automated Document Review

Automated Document Review

Automated Document Review

Chazy automatically verifies, organizes, and reconciles documents — reducing manual checks and speeding up your entire workflow.

Chazy automatically verifies, organizes, and reconciles documents — reducing manual checks and speeding up your entire workflow.

Chazy automatically verifies, organizes, and reconciles documents — reducing manual checks and speeding up your entire workflow.

See Chazy in action! Book a demo and get 2 months for free

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Built for accountants by accountants

Chazy was created by people who’ve lived the reality of missed documents, endless follow-ups, and deadline pressure. Every feature is designed to take that stress off your plate — so your accounting work becomes faster, smoother, and more focused. Because tools made by people who get it simply work better.

No more burnout

Automating document collection keeps your talent focused on high-impact tasks

No more burnout

Automating document collection keeps your talent focused on high-impact tasks

No more burnout

Automating document collection keeps your talent focused on high-impact tasks

No more wasted hours

Automate low-value chasing and reduce the hours spent on admin

No more wasted hours

Automate low-value chasing and reduce the hours spent on admin

No more wasted hours

Automate low-value chasing and reduce the hours spent on admin

Clients feel the upgrade

More time for strategy. Less noise. Happier clients

Clients feel the upgrade

More time for strategy. Less noise. Happier clients

Clients feel the upgrade

More time for strategy. Less noise. Happier clients

Get to know more about Chazy, book a call with us

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Looking to learn more? Send your questions to our team

© Chazy, 2025

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