Accountants & bookkeepers
A clearer view of every client.
Move between authorised clients, resolve missing information and prepare reviewed evidence packs without mixing workspaces.
Start with what needs doing.
Useful starting tasks—not a blank chat box.
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01
Review a client’s missing receipts
See which expenses still lack evidence and ask the client for exactly what is missing.
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02
Prepare a period-close checklist
List what is reviewed, what is outstanding and what needs a decision before a period is closed.
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03
Apply a client-approved template
Reuse the categories and rules a client has agreed, within the scope they have shared.
What matters to your practice.
Work across clients without ever mixing their records.
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A client portfolio
One view of the clients who have invited you, with what needs attention for each.
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Missing information, resolved
Request the receipt, purpose or clarification you need and keep the answer with the record.
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Reviewed evidence packs
Prepare an organised set of records and original documents for the period you are reviewing.
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Client-controlled access
Clients choose what you can see and can change or remove your access at any time.
A typical client cycle.
Your workflow, one authorised client at a time.
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1. Receive an invitation
The client invites you to their workspace and chooses the scope you can work in.
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2. Check what is missing
Review expenses that need evidence, a category or a purpose.
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3. Ask and resolve
Send a request, receive the answer and keep it linked to the record.
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4. Prepare the pack
Assemble the reviewed records and originals for the period.
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5. Hand back clearly
Share the result with the client, with each change recorded.
Built for practices
Review without re-keying.
Keep the original document beside the details you are checking, and see who changed what and when. Where an accounting connection is available and verified, it has its own setup and scope.
- Original evidence beside extracted fields
- History of changes and decisions
- Export to PDF and Excel reports
- Accounting connection status shown honestly
Your clients stay separate.
Access is by invitation and by client.
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Only clients who invited you
You see the workspaces you have been invited to, and nothing else.
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No cross-client access
Records, files and searches never cross from one client to another.
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Revocable at any time
Clients can narrow or remove your access; your past actions remain attributed to you.
Questions from this audience.
Can I see all my clients’ data at once?
You see a portfolio of the clients who have invited you, but each client’s records stay in their own workspace. There is no combined view of records across clients.
Who controls my access?
The client. They choose the scope when they invite you and can change or remove it later.
Does it connect to my accounting software?
Accounting connections are candidates that are verified one provider at a time. See the integrations pages for the current status and prerequisites.
See it with sample data.
Try the workflow first, or start with your own workspace.