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.
Batch intake
Exception review
Controlled handoff
Review stateExceptions stay visible
Process the folder. Review the judgment calls.
Collect files, review exceptions, coordinate reviewers, and prepare draft bills for QuickBooks or Xero from a workflow shaped around accounting operations.
A calmer batch from intake to handoff.
Less rekeying, clearer review, and a useful accounting output at the end.
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 stages, with a person in control.
- Stage 01
Collect the paperwork
Give client batches a consistent intake path for the team.
- Stage 02
Assign the review
Let reviewers correct the flagged work while progress stays visible.
- Stage 03
Move approved drafts downstream
Publish reviewed draft bills to QuickBooks or Xero with control intact.
Human control stays with every reviewed draft.
Export corrected Excel or CSV files, or publish reviewed draft bills to QuickBooks Online or Xero—AxLiner never pays vendors, reconciles accounts, auto-approves bills, or deletes transactions.
Excel / CSVQuickBooks OnlineXero