Protect your close-day focus
Start with the whole client folder instead of opening and rekeying one document at a time.
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.
Batch intake
Exception review
Controlled handoff
Review stateExceptions stay visible
Process the folder. Review the judgment calls.
Keep the review step in your hands, then export clean files or publish reviewed draft bills to QuickBooks or Xero.
A calmer batch from intake to handoff.
Less rekeying, clearer review, and a useful accounting output at the end.
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 or Xero.
Three stages, with a person in control.
- Stage 01
Drop the client batch
Combine invoices, receipts, statements, and notes in one upload.
- Stage 02
Correct what needs judgment
Work through flagged rows while the source document stays in view.
- Stage 03
Export or publish
Leave with corrected files or reviewed draft bills, ready for the next accounting step.
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