01
Request the right documents
Start each close with a clear, client-specific request instead of a blank email thread.
Built for monthly close
Stop chasing missing client documents before monthly close.
Narrowly gives small accounting firms one focused workflow to request documents, follow up consistently, and see what is still missing before close day.
14-day trial · No credit card · Keep your close process focused
August close
Client documents
Missing items
Bank statement · July
Payroll report
Vendor invoices
Next follow-up
Tomorrow
A consistent cadence keeps the request moving without another manual chase.
Checklist
Reusable for next month
The narrow workflow
Every monthly close starts with a cleaner ask.
Narrowly turns scattered reminders and status checks into one repeatable client-document process.
02
Follow up without the chase
Set a consistent follow-up cadence so outstanding items stay visible without rebuilding the reminder list.
03
See what is still missing
Use one live view to spot incomplete requests before they become a close-day surprise.
04
Reuse the process next month
Keep recurring checklists and request history so every close starts from a proven workflow.
Before / after
Less chasing. More control before close.
Before Narrowly
Open inboxes, inconsistent reminders, and unclear document status when the close is already underway.
With Narrowly
One repeatable request process, a visible missing-items list, and a history your team can use next month.
Organized by design
Keep client-document work organized around the close.
Requests, checklists, and history stay together by workflow so the team can find the current status quickly.
Use your firm's account access to keep the workflow available to the people responsible for the close.
Make document collection the part of close your firm can trust.
Start with the one workflow that makes every monthly close harder than it needs to be.
Start your 14-day trialQuestions, answered