Industries · Accounting
Accounting Firms
Client document processing at practice scale, without the data entry.
The work
Practice Scale Without Practice Headcount
A practice does not have one client's paperwork problem. It has forty of them, all landing in the same fortnight.
Intake
However the client sends
Photographed receipts, forwarded email, a shoebox scanned at the deadline, a portal upload — all into one sorted queue.
Intake
Sorted by client
Documents attributed to the right client, entity and period before anyone looks at them, including the ones sent without context.
Coding
Per-client rules
Each client keeps their own chart of accounts and their own coding conventions. The agent does not average them into a house standard.
Coding
Learned from history
Coding follows how this client's documents were treated before, so the second month takes less correcting than the first.
Practice
Query management
What genuinely needs asking collected into one list per client, rather than an email per document.
Practice
Deadline visibility
Where every client stands against their filing date, without anyone assembling a status spreadsheet.
Queries
Ask Once, Not Four Hundred Times
Most of a bookkeeper's month is not judgement. It is typing, and then chasing the handful of things that could not be typed.
One client, one month · Illustrative example
One query list
Fourteen questions, not four hundred keystrokes.
Client-specific coding
Their chart, their conventions, kept separate.
Deadline view
Where each client stands, without a spreadsheet.
Posts into
Whatever Ledger You Already Run
Tally
Ledger
Zoho Books
Ledger
QuickBooks
Ledger
Xero
Ledger
Excel
Working papers
Client portal
Intake
FAQ
Questions Teams Ask
Can each client keep their own chart of accounts?
Yes, and that is the point. Coding rules are per client, so one client's "travel" and another's "travel and subsistence" stay separate rather than being flattened into a house standard you then have to unpick at review.
What happens with the client who sends everything at the deadline?
The volume stops being the problem. A month of documents arriving in one batch is processed in that batch; what comes back is the list of things that genuinely need asking about, which is where a person's time is worth spending anyway.
Does this replace our practice software?
No. It sits in front of whatever ledger you already run — Tally, Zoho Books, QuickBooks, Xero — and posts into it. Your working papers and your filing process do not change.
How much correcting does it need in the first month?
More than the third month, honestly. Coding follows how a client's documents were treated before, so the first month establishes the pattern and the ones after it need less. We would rather you plan for that than be surprised by it.
Keep reading
Related Capabilities
Next step
Try It on Your Worst Client
Not the tidy one. The one who sends a year of photographs the week before the deadline.