chase.md is an AI-powered document chasing engine for UK accountancy practices. It knows what each client needs to send, chases them intelligently across email and WhatsApp, receives documents through a frictionless mobile-first portal, recognises what's been uploaded using AI classification, and tracks everything in a single dashboard — saving practices 500–4,500 hours per year.
UK accountants waste 500–750 hours/year chasing clients for documents. With MTD ITSA launching April 2026, that becomes 2,000–4,500 hours/year. Every existing tool sends dumb email templates on a schedule. Nobody solves this intelligently.
This is a client experience problem disguised as a productivity problem. Fix the client's experience, and the accountant's problem disappears.
- 📋 Smart Checklists — Document templates by client type (SA, Ltd, VAT, MTD ITSA). Know exactly what's missing.
- 📨 Intelligent Chasing — Multi-channel campaigns across email + WhatsApp with tone escalation: friendly → specific → urgent → formal.
- 📱 Magic Link Portal — Mobile-first upload portal. No login, no passwords. Camera capture, drag-and-drop, progress bars.
- 🤖 AI Document Recognition — Claude Vision classifies uploads automatically. Auto-tick checklists with confidence scoring.
- 📊 Practice Dashboard — Traffic light overview. Filter, sort, export. See who's done, who's ghosting, who needs a nudge.
- 💬 WhatsApp-First — First mover in accountant→client WhatsApp chasing. Chase where clients actually are.
- 🔒 GDPR Compliant — Consent tracking, opt-out handling, audit logs, UK/EU data residency. Built in, not bolted on.
- 💷 Stripe Billing — Simple per-practice pricing. 14-day free trial. No per-user fees.
| Layer | Technology |
|---|---|
| Framework | Next.js 15 (App Router) |
| Language | TypeScript (strict mode) |
| Styling | Tailwind CSS + shadcn/ui |
| Database | Neon Postgres |
| ORM | Drizzle ORM |
| Auth | Clerk |
| Resend | |
| Twilio Business API | |
| File Storage | Cloudflare R2 |
| AI | Claude Vision API |
| Payments | Stripe |
| Analytics | PostHog |
| Error Tracking | Sentry |
| Deployment | Vercel |
- Node.js 20+
- pnpm (
npm install -g pnpm) - Accounts required:
Copy the example env file and fill in your credentials:
cp .env.example .env.localRequired variables:
# Database
DATABASE_URL=
# Auth (Clerk)
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
CLERK_SECRET_KEY=
# Email (Resend)
RESEND_API_KEY=
# WhatsApp (Twilio)
TWILIO_ACCOUNT_SID=
TWILIO_AUTH_TOKEN=
TWILIO_WHATSAPP_FROM=
# File Storage (Cloudflare R2)
R2_ACCESS_KEY_ID=
R2_SECRET_ACCESS_KEY=
R2_BUCKET_NAME=
R2_ENDPOINT=
# Payments (Stripe)
STRIPE_SECRET_KEY=
STRIPE_WEBHOOK_SECRET=
NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY=
# AI (Anthropic)
ANTHROPIC_API_KEY=
# Analytics
NEXT_PUBLIC_POSTHOG_KEY=
SENTRY_DSN=# Clone the repository
git clone https://github.com/Snack-JPG/chase.md.git
cd chase.md
# Install dependencies
pnpm install
# Push database schema
pnpm db:push
# Start development server
pnpm devOpen http://localhost:3000.
chase.md/
├── src/
│ ├── app/ # Next.js App Router pages
│ │ ├── (auth)/ # Auth routes (sign-in, sign-up)
│ │ ├── (dashboard)/ # Practice dashboard
│ │ ├── (portal)/ # Client upload portal
│ │ └── api/ # API routes
│ ├── components/ # React components
│ │ ├── ui/ # shadcn/ui primitives
│ │ └── ... # Feature components
│ ├── lib/ # Utilities & config
│ │ ├── db/ # Drizzle schema & queries
│ │ ├── chase/ # Chase engine logic
│ │ ├── ai/ # Document classification
│ │ └── ...
│ └── types/ # TypeScript types
├── docs/ # Documentation
│ ├── NORTH_STAR.md
│ ├── DEFINITION_OF_DONE.md
│ └── TECHNICAL_BLUEPRINT.md
├── public/ # Static assets
├── drizzle/ # Database migrations
└── tests/ # Test suites
pnpm dev # Start dev server on :3000
pnpm db:studio # Open Drizzle Studio (database GUI)pnpm test # Run test suite
pnpm test:watch # Run tests in watch mode
pnpm lint # ESLint + Prettier check
pnpm type-check # TypeScript strict checkPush to main → auto-deploys to Vercel.
pnpm build # Local production buildchase.md follows a simple, scalable architecture:
- Next.js App Router for server components, API routes, and the client portal
- Drizzle ORM with Neon Postgres for type-safe database access
- Chase Engine — a scheduler that evaluates outstanding documents per client and dispatches messages across channels with tone escalation
- Magic Links — JWT-based client authentication with 30-day expiry, no passwords
- AI Pipeline — Claude Vision classifies uploaded documents with confidence scoring
For the full technical breakdown, see docs/TECHNICAL_BLUEPRINT.md.
- Project foundation (Next.js, DB, auth, billing skeleton)
- Practice onboarding + team management
- Client management with CSV import
- Document templates & checklists by client type
- Chase engine with multi-channel campaigns
- Client upload portal (magic links, mobile-first)
- Practice dashboard with traffic lights
- GDPR & compliance layer
- AI document recognition (Claude Vision)
- Xero integration (OAuth, client sync)
- Client behaviour analytics
- Predictive chasing (optimal timing & channel)
- HMRC API integration (MTD ITSA obligations)
- Sage integration
- Practice analytics & annual reporting
- Public API & webhooks
chase.md is currently built solo by Austin. Contributions aren't open yet, but the codebase is structured for future collaboration:
- TypeScript strict mode throughout
- ESLint + Prettier enforced
- Conventional commits
- PR-based workflow ready
Interested in contributing when we open up? Watch this repo.
Proprietary — All rights reserved. This software is not open source.
chase.md — Stop chasing. Start collecting.
Built with ☕ in England.