Give client paperwork a front door before the review queue fills up.
Use a repeatable intake path for the documents clients send throughout the month, then move those files into a batch that is ready for extraction and review.
A cleaner intake step means less time assembling the real workload after it has already arrived in several places.
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.
Client links
for simpler uploads
Inbox flow
for collected paperwork
Ready batches
for the review queue
Built for review
Batch work stays useful when the reviewer can still see the accounting story.
Reduce chasing
Give clients a simpler way to submit paperwork without asking them to learn your internal workflow.
Organize before review
Move incoming files into the right client batch while the status is still easy to understand.
Keep the handoff clean
Start review with a visible batch instead of a folder assembled from several private sources.
A controlled handoff
Clear steps from folder intake to reviewed output.
Share the intake path
Collect client paperwork through a clear upload experience.
Prepare the batch
Group the submitted files into the client work that needs review.
Move into extraction
Send the organized batch forward without reassembling the folder by hand.
Keep exploring
Related accounting workflows
Ready for the next batch