For bookkeepers and accountants
Give bookkeepers source evidence that is ready to review, not chase
A review workspace for bookkeepers and accountants who need the original source record, context, and export trail visible before a client handover becomes another round of follow-up emails.
The everyday bottleneck
The work is simple. Keeping it together is not.
The problem is rarely one missing document. It is the time spent rebuilding the story after work is done, a payment is late, or your bookkeeper needs answers.
A client sends a screenshot, but the original invoice or email that supports it is missing
The evidence gap is discovered only after the reporting deadline gets close
Review notes, source files, and export history are split between inboxes and folders
Sales and expense context must be manually matched before a cashflow or GST/BAS review
What changes
One workspace, fewer loose ends
- Give clients one route to forward, upload, or scan source records before their review cycle
- See missing source files, record details, and needs-review states before the final handover
- Export the selected fiscal period with the supporting material still linked to the records
- Use Sales summaries where customer billing, receivables, or GST/BAS review is in scope
A practical walkthrough
- 1Ask the client to forward or upload source records during the month, not at the deadline.
- 2Open the review queue to check missing files, supplier, category, and tax context.
- 3Filter the relevant period and export a CSV, PDF, or ZIP pack with source files included.
- 4Return to the retained record history when a prior period needs clarification.
- Tax Evidence & Expenses
- Quotes, Invoices & Receivables
- Business Operations Bundle for full operations clients
Can a bookkeeper review original receipt or invoice files?
Yes. Expense Receipt is designed to keep the original uploaded file or forwarded source evidence attached to the operational record for review and export.
What can a bookkeeper export for a client review?
The paid Expenses module supports CSV, PDF, and ZIP evidence exports. The right export depends on the review task and the records selected for the period.
When should a bookkeeper add Sales Invoice?
Add Sales Invoice when customer invoices, receivables, payment tracking, and sales tax or GST/BAS review support should be visible alongside expense evidence.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.