Your client book, reviewed in batches
One panel for the whole practice: what needs review, what is ready in green and what the AI solved. It is free for accountants.
FreeThe panel is free for accountant-type accounts.
Chasing documents by email
Your clients upload invoices and you see them all in one place.
Reviewing one by one
Confirm a supplier once and approve everything in green in one go.
Moving data into your software
Export approved expenses to Excel or CSV for Sage.
What it does today
All your clients
One client book with each client's status and what is waiting for review.
Approve what is green
Whatever passes every check is approved at once.
Review by supplier
Confirm a supplier once and its next invoices are resolved.
Export for Sage
Excel and CSV to import expenses into your accounting software. A3 and Sage 50 are in preparation.
AI switched on per client
The AI only turns on for the clients you choose, and its use is logged.
Free for accountants
No cost for the practice and none per client.
- 1
Create your accountant account
- 2
Add your clients
- 3
Review in batches and export
What it does not do yet
No white-label or client portal for your own clients yet.
Other modules
Modules →Invoicing
Unlimited, free invoicing with chained hash and QR.
AI Expenses
Upload invoices and receipts; review only the doubtful ones.
Collections
What you are owed, who is late and who to chase.