Querri is a document collection tool for accounting and audit firms. Every request, every document, every bottleneck tracked in one place that updates itself the moment your client uploads. No stale spreadsheets, no digging through email before the meeting.
How it works
Querri replaces the email thread with a single, trackable request, from send to sign-off.
01
Add the documents you need and send your client a secure link. No portal to configure, no setup on their end.
02
They open the link, confirm a one-time code sent to their email, and upload directly. No account, no password.
03
Every upload is logged automatically. See what's outstanding, send reminders, and export a full audit trail anytime.
Features
Built for the way audit and accounting teams actually work.
Clients upload through a secure link that expires automatically — no passwords, no portals, nothing to figure out. Uploaded files can never be viewed through the link.
Reminder sent
Mon · Bank statements still outstanding
Reminder sent
Wed · Bank statements still outstanding
Documents received
Thu · Client uploaded 3 files
Reminder emails go out automatically until documents are submitted, so nothing falls through the cracks.
Every upload, review, and reminder is logged automatically. Always know who did what, and when.
S. Moyo sent RFI-004 to client
Client downloaded sample
Client uploaded 3 files
S. Moyo rejected 1 item — wrong period
S. Moyo approved RFI-004
Invite your whole team and assign them to engagements. Unlimited users on every plan.
PDFs, spreadsheets, Word documents, scanned images, and emailed statements: Querri accepts every format your audit and accounting clients throw at you, and keeps it all organised by request.
Get startedPricing
One plan, unlimited users. No per-engagement fees. No surprises.
14-day free trial. No credit card required to get started.
Pete Mugasa
Founder, Querri
I spent four years in audit, three as a trainee, one as a supervisor. And for all four of them, the same problem followed me around: getting documents from clients.
The RFI tracker was always stale. Files arrived over WhatsApp, email, and sometimes a memory stick. Before every client meeting, someone had to chase the team to update the list and someone usually forgot. Then you'd sit in the meeting, reading down the tracker, and the client would say: "But we sent you that already."
They usually had.
Querri is what I wished existed back then. Your client gets a secure link — no account, no password, nothing to figure out. They upload, the request updates itself, and your whole team sees the real status of every engagement, all the time. The reminders do the chasing, and the audit trail remembers everything, so nobody has to.
I built it from both sides of the problem, the trainee doing the chasing, and the supervisor babysitting the tracker.
Everything you need to know about Querri.
Every link is unique, cryptographically generated, and expires automatically. Clients must verify their email with a 6-digit OTP before they can view or upload anything. Every action is logged in a full audit trail.
Querri automatically sends a reminder email every 2 days until the client submits. You can also turn off reminders per request if needed.
Yes. You can download a full engagement report in PDF or Excel format at any time, showing all requests, items, statuses, and the complete audit trail.
Yes. Invite your team and assign them to engagements. Users are unlimited on every plan.
Book a short demo and see how Querri can save your team hours chasing client documents.
