Stop chasing
client receipts.
All your clients in one cockpit. They forward and snap, you approve. Export every client's period as CSV or PDF. End-of-month becomes "another Tuesday".
Sound familiar?
"Where are March's receipts?"
Email client A. Wait two days. Get a ZIP of phone-photos. Half are blurry.
5 clients, 5 systems
Client B uses lexoffice, C uses Excel, D sends paper, E does nothing. You normalize all of them.
Year-end = 3 weeks of cleanup
Hunting through emails, Slack, Drive folders. Half-resolved invoices. Audit-trail nightmare.
Same closing month. Less back-and-forth.
A work queue for every client
Transactions sorted into buckets: needs receipt, needs category, review, waiting, done. Opens on open work, and finished items drop out of sight.
One-click receipt requests
Missing receipt? One click asks the client in-app: bell, email and push. No email thread. When the receipt arrives, the open query resolves itself.
Matching that learns
Every match you confirm teaches that client's trusted vendors, and the trust boost never links a payment on its own.
Hours of chasing and re-keying per client, gone.
You stop chasing: the receipt-hunting emails, the re-typing from five different systems, the year-end cleanup. That's the work that disappears. What's left is reviewing and approving.
Audit-ready. EU-hosted. GDPR.
- Append-only comments. Once submitted, your comments cannot be edited or deleted. Full review trail preserved.
- 10-year audit log. Every approval, flag, edit and export with timestamp, user, IP.
- Auto-reset on client edit. Client modifies a flagged invoice → returns to your queue with a notification.
- Bounded, fully logged access. You work in your clients' books (categorize, clear, correct), but never touch their inbox, billing or team. Every action is logged.
- EU-hosted, GDPR-compliant. Frankfurt data center. DPA available. Read security details →
Built with a practicing tax advisor
Loucia Nearchou
Built hand-in-hand with her: the review workflow, the receipt gate and the checklist come from her client work, not a product spec.
30 minutes. Your real clients.
We'll set up two live.
Book a 30-min demo
Bring 2 clients to the callSee real export ZIPsCustom pricing for firms
Or try the Free plan as your own client first.