Accounting software with a document management system

Auto-Scan Document Processing

Streamline your workflow with our auto-scan option, which automatically captures document details for easy conversion into invoices, expenses, bills, sales orders, or purchase orders. Simplify your document processing and eliminate manual data entry for increased efficiency

Elevate Your Email Inbox to a Productivity Platform

Empower your email inbox as a dynamic workspace where you and your contacts can easily exchange files. Instantly create transactions from incoming emails, ensuring efficient processing and utilization of files for pending tasks. Transform your email experience into a streamlined productivity platform

Effortlessly Align Documents with Transactions

Simplify your record-keeping process by seamlessly matching files with transactions. Easily associate documents with transactions in your bank feed or attach them to existing records. With clear proof of transactions readily available, streamline record-keeping for yourself and your accountant, ensuring efficient financial management

Enhance Collaboration with Your Accountant

Foster closer collaboration with your accountant by providing detailed context for cash transactions. Attach photos of receipts or bills directly to transactions, facilitating clearer understanding. Additionally, securely store tax-related documents and grant your accountant online access for seamless collaboration and enhanced financial management

Save, organize, retrieve

Streamline your document management with effortless cloud uploading. Simply drag and drop files into the cloud, where you can organize them into folders and set access levels for team members. Enjoy simplified organization and retrieval, optimizing workflow and collaboration.

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