Accounting Software for Bookkeepers
Move clients to one platform and live easier. One dashboard for every client. AI collects receipts, shows where the problems are, and helps you submit filings in one click.
For Bookkeepers Managing Multiple Clients
Instead of ten different tools and stacks of paper receipts — one platform for your entire practice. You move clients to Bookkeeping AI, see them in one dashboard, AI collects and digitizes documents, highlights problem areas per client, and prepares data for submission to the authorities. You spend time on decisions, not on cleaning up chaos.
With dozens of clients drowning in paper, spreadsheets, and mismatched tools — every filing period becomes a fire drill.
Folders of receipts, PDFs and photos via WhatsApp or email, “last‑day before deadline” behavior.
Anyone who wants to move clients to one accounting platform, see the whole portfolio in one interface, and get an AI signal showing which client has problems — before the deadline.
Bookkeeping Client Portfolio Dashboard
All clients in one list with clear statuses: collected, has issues, or ready.
Document channels and (optional) a simple client upload view; inside each client you see docs, transactions, and readiness.
Missing docs, unusual tax/VAT flags, bank vs books mismatches — click into a short “to fix” list.
Document Collection Workflow for Clients
Clients send receipt photos, PDFs, and invoices via your channels (WhatsApp/chat, email, or a web upload). The system links documents to the right client and period and builds a clean digital archive.
AI extracts key fields (date, amount, currency, vendor, VAT when applicable, and document details) and creates pre‑filled expense drafts — so you don’t start from blank forms.
AI suggests categories/accounts (and, when needed, projects/clients), proposes VAT attributes, and flags issues: transactions without documents, duplicates, unusual amounts or VAT rates, and bank vs books mismatches. You work from a short “what to check and fix” list.
Exceptions‑First Review
How many documents are collected. What issues AI found. Readiness for reporting (for example, VAT / Ma’am for the period).
Open the firm dashboard and review clients with AI flags. Pick a client with “issues”. Inside the client: close missing documents, review unusual amounts and VAT, and make sure bank and books match. Mark the client “ready”. Generate exports — and if you have the required permissions and the filing module enabled, submit reports to the authorities in one click.
Onboard Clients to One Standard Workflow
Register your practice in Bookkeeping AI and set roles and access for you and your staff.
Create client accounts (or migrate them by an agreed scenario). Set document channels per client and, if needed, enable a client portal.
Clients start sending receipts and invoices into Bookkeeping AI — not to personal WhatsApp chats or scattered folders.
On a daily or weekly cadence: review the portfolio panel, resolve issues, and keep each client ready for reporting.
Benefits for Bookkeeping Firms
One interface, one standard for all clients.
AI drafts and flags; you review and communicate with clients.
See who is behind and why; plan workload ahead.
Cleaned and structured data can be used to generate reports and, when enabled, submit them to the authorities — with less manual transfer and fewer errors.
Get Started With a Pilot
Rough client count and document volume.
We show your firm dashboard, the client list, and the AI task panel.
Set up 3–5 clients for a pilot. We help you explain how they should send documents through the platform.
After the pilot, you’ll see the impact on time and data quality — then gradually move the rest of your clients to Bookkeeping AI.
Submit a request and we’ll show you how Bookkeeping AI can help your firm move clients to one platform.