Create the request
Choose the records you need and send one clear checklist with a due date.
Spend less time chasing and sorting records.
Ovio helps firms collect documents from clients. It also helps individuals and small businesses keep receipts and transactions organised—so it is always clear what is in, what is missing, and what needs attention.
OVIO REQUEST
Stop chasing clients for documents.
Let Ovio do it.
Tell Ovio what you need once. It sends the requests and reminders, files what comes back, and keeps missing items visible—so your team can focus on the work that needs a human.
Learn more about Ovio RequestTHE REQUEST WORKFLOW
Your Ovio agent follows up
It sends requests and reminders automatically, so your team does not have to chase every reply.
See what has arrived
Ovio uses AI to identify each document, match it to the request, and show what is still missing.
Review and complete
See what is missing or needs attention, then complete the request when the work is ready.
For teams collecting records
Make the next request easier to manage.
Book a conversation about Ovio Request and the record-collection workflow your team is building.
OVIO BOOKS
Keep your own business records together.
Ovio Books brings receipts, bank transactions, and cash flow into one dashboard for Australian sole traders, freelancers, and small businesses, so you can catch gaps before they become a scramble.
Learn more about Ovio BooksTHE BOOKS WORKFLOW
Send in receipts
Keep receipts and supporting documents together in one place.
Import transactions
Bring your bank transactions into the same view as the records behind them.
Review matches and gaps
Check what is matched, find missing evidence, and resolve what needs attention.
See and export organised records
Keep the picture clear for BAS, reporting, and the next conversation with your accountant.
For individuals and small businesses
Keep tax time from becoming a scramble.
See how Ovio Books keeps receipts, transactions, and missing records clear throughout the year.