Document chasing

JUNE 2026 · SENT AS CALDER & FINCH CPAS · 3 NUDGES OVER 5 DAYS, THEN PARK

6 outstanding
AllOutstandingParkedReceived
Bursar AI: Pier 9 Seafood's June bank statement is on day 6 with two nudges sent. The third goes out tonight; if it doesn't land, the item parks into the open-items memo tomorrow and the close ships on time either way.Nudge now →
Outstanding
6
Across 38 clients
Nudges sent
11
This cycle, as the firm
Received
96 / 103
Filed automatically
Parked
1
Flagged in the memo
Chase schedule3 nudges over 5 days, then park
DAY 0
2
Requested
DAY 1
2
Nudge 1
DAY 3
2
Nudge 2
DAY 5
0
Nudge 3
AFTER DAY 5
1
Parked

Every request and nudge goes out under the firm’s name. A parked item is set aside deliberately, noted in the open-items memo, and re-asked next cycle — delivery never waits on it.

ClientDocumentNudgesWaitingNext nudgeState
Pier 9 SeafoodJune bank statement · Chase ••44172 of 3Day 6Tonight · 6:00 PMChased
Alder Bay MarineFuel receipt · Harbor Marine Supply2 of 3Day 4Jul 3 · 9:00 AMChased
Cedar Row BakeryVendor receipt · Restaurant Depot1 of 3Day 3Jul 3 · 9:00 AMChased
Cedar Row BakeryCard statement · Amex ••10041 of 3Day 2Jul 4 · 9:00 AMChased
Alder Bay MarineLoan statement · Coastal Credit Union0 of 3Day 1Jul 3 · 9:00 AMRequested
Ridgeline LandscapingEquipment repair invoice · #RL-22870 of 3Day 1Jul 3 · 9:00 AMRequested
Birch Street DentalSterilizer service receipt3 of 3Day 7—Parked
Harbor Coffee Co.June bank statement · Chase ••22100 of 3Day 1—Received
Northside Vet ClinicVendor receipt · Patterson Vet Supply1 of 3Day 2—Received