Component - Name
Global
Component - Name
Global
Accordion Title
- Feature 1
- Feature 2
- Feature N
Component - Name
Global
What's in it for you?
All plans include:
- Unlimited cloud storage
- Unlimited users
- Unlimited clients (for accountants and bookkeepers)
- Partner portal (for accountants and bookkeepers)
Compatible documents
- Supplier invoices/bills
- Sales invoices/bills
- Supplier statements
- Receipts
- Credit notes
- Bank and card statements
- Employee expense claims
Document submission methods
- Web portal file uploads, individually or in batches
- Auto-forwarding documents to the designated email address
- Phone app to capture receipts or paper invoices
General features
- Line-item extraction
- Auto-suggest supplier/customers
- Auto-suggest VAT codes
- Data exporting to CSV and other file formats
- Purchase order matching (QuickBooks and Xero only)
- Marking of the invoice/bill as paid
- Foreign currency management
- Custom categorisation rules
- Assign expenses as re-billable to a customer
- Manual invoice generation for the un-reconciled invoices within supplier statements
- Manual expense claim generation
- Non-reimbursable expense claim
- Expenses report
- Product and services tracking
- Automated supplier reconciliation
- Auto duplicate flagging
- Multiple-level approval for expenses
- ...and more!
Accounting software integration
- Top accounting software compatibility See full list
- Custom auto-publishing rules
Security
- User-specific permissions
- Encryption across the platform
Support
- Phone
- Live chat
- Knowledge base
- Help Centre
- Partner training
- Client onboarding service