Standardize client intake
Bring uploaded documents into an organized flow before they scatter across inboxes and folders.
Give every client batch a visible path from intake to reviewer sign-off.
AxLiner helps practices process document-heavy client work without turning the close into a chain of private spreadsheets and status messages.
The batch, without the chaos.
Route review work clearly
Keep the source, extracted fields, confidence flags, and reviewer progress close together.
Publish after review
Prepare reviewed draft bills for QuickBooks or Xero without auto-approving or paying anything.
Three steps. One accountable handoff.
- 1
Collect the paperwork
Give client batches a consistent intake path for the team.
- 2
Assign the review
Let reviewers correct the flagged work while progress stays visible.
- 3
Move approved drafts downstream
Publish reviewed draft bills to QuickBooks or Xero with control intact.
Reviewed drafts, with control intact.
Export corrected Excel or CSV files, or publish reviewed draft bills to QuickBooks Online or Xero. AxLiner never pays, reconciles, or auto-approves them.