For solo bookkeepers

Move a client folder from paperwork to reviewed books without rebuilding every row.

Upload mixed invoices, receipts, statements, and notes as one batch. AxLiner classifies the files, extracts the accounting details, and gives you one calm review board for the exceptions.

Keep the review step in your hands, then export clean files or publish reviewed draft bills to QuickBooks Online.

Batch review

May close / Client 04

In review

Mixed client batch

Vendor invoices

18 documents

Reviewed

Expense receipts

12 documents

Review

Bank statement

3 pages

Ready

Exception review

Receipt 08 / Total

Check field

Extracted total

$1,248.60

Source and corrected row stay together.

One batch

for mixed client paperwork

One board

for flagged fields and rows

One handoff

to Excel, CSV, or QuickBooks

Built for review

Batch work stays useful when the reviewer can still see the accounting story.

Protect your close-day focus

Start with the whole client folder instead of opening and rekeying one document at a time.

Review the exceptions

See source documents beside editable fields so the uncertain parts get attention before export.

Finish with a useful output

Download corrected spreadsheets or send reviewed invoice drafts into QuickBooks Online.

A controlled handoff

Clear steps from folder intake to reviewed output.

01

Drop the client batch

Combine invoices, receipts, statements, and notes in one upload.

02

Correct what needs judgment

Work through flagged rows while the source document stays in view.

03

Export or publish

Leave with corrected files or reviewed draft bills, ready for the next accounting step.

Keep exploring

Related accounting workflows

Ready for the next batch

Bring the folder. Keep the review step.

Create an account