Manage Client Documents at scale

Our billing system is solely based upon which plan your organisation purchased, not per seat or per client or per team member. With one selected plan for specific scans, you can add unlimited team members and clients without any additional charges. If you are a client or member of an organisation you won't be charged for any scan or service; all charges will be billed directly from your organisation account. With any selected plan, you get unlimited document reviews within your credit allocation, full team member access, and all premium features. We don't have any sort of hidden fees, per-user charges, or per-client surcharges.

Yes, absolutely! You can add as many accountants, admins, and staff as you need. You won't be charged for this. You can allocate customised role-based permission to each person with their own account. So each team member, including admins, accountants, or staff, has their account but limited access according to their role.

You manage credits from your dashboard and allocate specific scans to each client, between 50 and 100, based on their role. Our system will track the number of scans used and let you know when clients reach their limit. You can adjust this limit any time from your dashboard.

Transactions are automatically reconciled once our clients upload their bank statements along with expense and income documents. Our system will then match bank statement entries with uploaded receipts and invoices. Once uploaded, our clients can review the matches as well as make adjustments if needed and send you a pre-reconciled report. In this way you can save hours of manual matching work.

Our system allows you to allocate specific clients to one specific accountant by creating dedicated relationships. In this way the accountant will be able to review the assigned clients' receipts. But at the same time, being an admin or owner, you can review all client's receipts.

Yes! Being a client, you can also reconcile transactions by yourself. You can upload bank statements and receipts, and our system automatically matches them. You can also review the matches and confirm or adjust them; after that, our system will send you a pre-reconciled report. This means one less step for accountants and faster turnaround times.

Every action is logged in our system, including team member invitations, client status changes, credit limit updates, document reviews, and more. All of the logs include timestamps and user information. These logs are searchable for compliance and quality assurance purposes.

No, we don't have any setup fees. You also don't need to make any long-term contracts like yearly ones. Simply, you can start with our free 14-day trial and make a monthly subscription. You can cancel these subscriptions anytime without any additional penalties.

Security of your data is our first priority; that's why we use enterprise-grade security. Our security comes with encrypted data transmission, secure cloud storage, role-based access controls, and comprehensive audit trails. Our system backs up your data daily. You can rest assured we're compliant with industry standards. When you share any sort of data a second person can have only limited-time access with no public or permanent URLs. These links automatically expire when sessions end. For reports, you have full control to customize access permissions, set download limits, and define link expiration times. It's all up to you who specifies who can access each report.