Founder-led first close
First Close Setup Pilot.
EUR 149, credited if you continue.
The regular subscription is for self-serve software access. This is a guided first close: Tomas helps you run one real client-month through statement upload, missing-document review, reminder drafts, and the final ZIP plus Excel package.
Which path fits?
Setup pilot or regular subscription
Think of the setup pilot as founder-led first close support. It is for firms that want proof on one real month before adding more clients.
Choose the regular subscription when:
You already know you want Doctriever and are comfortable setting up the first clients yourself.
View pricingChoose the setup pilot when:
You want Tomas involved in the first real close so you can test the workflow before changing your monthly process.
Book setupPilot output
What the setup pilot includes
Founder-led setup
We help select one normal but messy client-month, then walk the first close setup with you instead of leaving you to configure it alone.
Statement-first checklist
We start from one real bank statement and identify payments that likely need invoices, receipts, or other support.
Review package and decision call
You review reminder drafts, matched documents, missing items, ZIP, and Excel with us, then decide whether to roll out or stop.
Process
Small enough to run this month
The pilot is deliberately narrow. It proves whether statement-first reconciliation fits your close process before anyone discusses rollout. If you already want self-serve software access, use the regular subscription.
- 120-minute fit call
- 2one client-month selected
- 3guided setup with statement and documents uploaded
- 4checklist, reminders, ZIP, and Excel reviewed with us
- 5continue on Starter, Professional, or Growth if it saved time
Checkout
Reserve founder-led setup and attach the context
EUR 149 covers the guided first-close setup, not just software access. If you continue, we credit it toward your first subscription month. If Stripe is not configured yet, the form gives you a prefilled email fallback.
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