The document workflow for a multi-client bookkeeping team
Each client's documents go in as they arrive, get read, split, sorted, and mapped, and land in a review queue your team works through, per client, per batch. Approve and push to QuickBooks or Xero. The pile stops being something you reconstruct by hand for every client.
One place per client, one way of working
You add a business for each client and work inside it, so a client's documents land there, read and sorted, ready to review. Your team moves through the flagged items instead of rebuilding each client's pile from scratch.
The client side stays effortless
Clients send what they have, how they have it. They are not learning a system or renaming files to a convention. The mess lands on untxt. instead of on your team's Friday afternoon.
Review, correct, approve, post
For each client the team reviews extractions, corrects what is flagged, confirms the mapping, and posts to QuickBooks or Xero. The work becomes exception-handling across clients, not data entry for each one.
Where a person still steps in
Low-confidence documents, handwriting, and account decisions that depend on knowing the client get flagged for review. Those are the calls that need someone who knows that client; the rest clears to the queue.