Every receipt, sorted.
Drop a receipt or an invoice into your in-tray and consider it handled. It is read, checked by your accountant and posted to your books, with a clear trail back to the original document.
How it works
Drop it in
Take a photo or upload a PDF from wherever you are. Each document lands straight in the tray, ready for your accountant. No shoeboxes, no lost emails.
It gets read, then checked
The details are picked out automatically within moments: who it is from, when, and how much. Your accountant then reviews and codes every item personally. Nothing is posted without a person looking at it first.
Posted, with a paper trail
Once approved, the transaction is posted to your accounts with the document attached. You can go from a line in your books back to the original receipt in one step.
Every transaction carries its own in-tray reference. Spot it in your accounts, look it up in your tray, and the original document is right there.
What you get
One tidy place
Receipts, invoices and statements together in one tray, instead of scattered across inboxes, glove boxes and desk drawers.
A person, not just a robot
Automation does the reading; your accountant does the judging. Every item is reviewed before it goes anywhere near your books.
Built around Xero
Entries are posted to Xero with the source document attached, so your records stand up to scrutiny.
Always in view
Log in whenever you like to see what has arrived, what is being worked on, and what has been posted.
Ready when you are
Your tray is waiting. If you do not have an account yet, ask your accountant for an invitation.
Log in to your in-tray