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.
Collect files, review exceptions, coordinate reviewers, and prepare draft bills for QuickBooks Online from a workflow shaped around accounting operations.
Batch review
May close / Client 04
Mixed client batch
Vendor invoices
18 documents
Expense receipts
12 documents
Bank statement
3 pages
Exception review
Receipt 08 / Total
Extracted total
$1,248.60
Source and corrected row stay together.
Shared intake
for recurring client files
Clear queues
for reviewers and exceptions
Draft bills
for controlled QuickBooks handoff
Built for review
Batch work stays useful when the reviewer can still see the accounting story.
Standardize client intake
Bring uploaded documents into an organized flow before they scatter across inboxes and folders.
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 Online without auto-approving or paying anything.
A controlled handoff
Clear steps from folder intake to reviewed output.
Collect the paperwork
Give client batches a consistent intake path for the team.
Assign the review
Let reviewers correct the flagged work while progress stays visible.
Move approved drafts downstream
Publish reviewed draft bills to QuickBooks Online with control intact.
Keep exploring
Related accounting workflows
Ready for the next batch