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Americas

Oceania

Accounting Firms

Simplify supporting document management

Automatically verify compliance of your clients' accounting and tax documents.

Industry challenges

Volume of supporting documents

Hundreds of documents to verify for each client file.

ATO compliance

Tax rules and BAS requirements change regularly, making it hard to keep up.

Tight deadlines

BAS lodgement periods and EOFY deadlines with little margin.

Liability

Your professional liability is engaged on validated documents.

Documents processed

  • โ€”Supplier and customer invoices
  • โ€”Bank statements
  • โ€”Expense reports and receipts
  • โ€”Contracts and leases
  • โ€”Payroll documents and payslips
  • โ€”BAS and tax returns
  • โ€”Balance sheets and profit & loss statements

Automatic validations

  • โœ“Amount consistency between invoices and payments
  • โœ“Validity of ABN numbers via ABN Lookup
  • โœ“Compliance of mandatory invoice details (ABN, GST, date)
  • โœ“Match between documents and accounting entries
  • โœ“Verification of limitation periods
  • โœ“Detection of duplicates and inconsistencies

Measured results

85%
time saved
99%
compliance
+30%
files processed

Frequently asked questions

Optimise your practice

Discover how to automate your document controls