Send us your bills, invoices and receipts any way you like. We sort them into one clean spreadsheet, track when each one is due, and remind you before anything goes late, so you know exactly what to pay, who to pay and when.
No contract to try it. We work only with you, never with your vendors or customers.
Forward emails, snap phone photos, or drop files in a shared folder. We gather it all in one place. Only what you choose.
Everything goes into a live spreadsheet by vendor, category and due date, with your regular monthly bills added before they arrive.
A reminder about 3 days before each bill is due, plus a weekly PDF summary. You pay your bills yourself and tick them off as paid.
Supply orders, lab bills and receipts, never patient records.
HVAC, plumbing, landscaping and cleaning crews with a lot of paper.
Product orders, supply bills, rent and utilities.
Repair, utility and vendor bills across properties.
A sample week for a made-up Dallas dental office. Try the alert below.
This reminder goes only to you. We never contact your vendors, customers or patients. Demo only.
Download the sample spreadsheetSee the sample weekly summary (PDF)
Each week we check your expenses for double charges, unusually large orders and new vendors. We bring it to you; you decide what to do.
| Date | Vendor | Amount | Usual | Flag |
|---|
A flag is a question, not an accusation. Many are normal, like a big restock. For a possible double charge we suggest you call the vendor; we never contact them ourselves. Made-up figures for a sample dental office.
No. Clear Desk works only with you. Every reminder and summary comes to you, and you decide what to pay and when.
Tick it off in your spreadsheet, or reply to a reminder with the bill number, like "paid 3." If a bill looks late, we check with you first, since you may have paid it another way.
No. We never ask for bank logins or access to payment systems. We only work with the bills and receipts you choose to send, and you pay your bills yourself.
We agree on a simple monthly price with you before the free week ends. You are never charged without your yes.
Only Richard, and only what you choose to share. We use them to do the work you asked for, and we delete your files if you ask.
Yes. Either side can end the pilot at any time, and you keep your spreadsheet either way.
Call or email Richard. A 10-minute conversation is enough to get started.
Privacy. We only use the documents you choose to share, and only to do the work you ask for. We do not sell or share your information, and we delete your files if you ask.