Reduce chasing
Give clients a simpler way to submit paperwork without asking them to learn your internal workflow.
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.
Batch intake
Exception review
Controlled handoff
Review stateExceptions stay visible
Process the folder. Review the judgment calls.
A cleaner intake step means less time assembling the real workload after it has already arrived in several places.
A calmer batch from intake to handoff.
Less rekeying, clearer review, and a useful accounting output at the end.
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.
Three stages, with a person in control.
- Stage 01
Share the intake path
Collect client paperwork through a clear upload experience.
- Stage 02
Prepare the batch
Group the submitted files into the client work that needs review.
- Stage 03
Move into extraction
Send the organized batch forward without reassembling the folder by hand.
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