Start with the real folder
Process mixed client documents together instead of sorting them into separate upload rituals.
Drop the whole folder. Let each accounting document find the right lane.
AxLiner accepts mixed client paperwork in one batch, then separates the work so invoices, receipts, statements, tables, and notes can move through the right extraction flow.
Batch intake
Exception review
Controlled handoff
Review stateExceptions stay visible
Process the folder. Review the judgment calls.
The value is not one-file conversion. It is clearing the folder while preserving a review step for the documents that need attention.
A calmer batch from intake to handoff.
Less rekeying, clearer review, and a useful accounting output at the end.
Keep routing visible
See how files were classified before review and correct the work that needs a closer look.
Clear backlogs in batches
Use the same workflow for recurring close work and document-heavy cleanup projects.
Three stages, with a person in control.
- Stage 01
Upload mixed documents
Select the client folder without pre-sorting every file type.
- Stage 02
Let AxLiner classify the batch
Each document enters the extraction flow that fits its structure.
- Stage 03
Open the review board
Correct flagged exceptions before the corrected batch leaves the workspace.
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