QuickBooks + Xero
Send reviewed draft bills to either ledger only after the batch is approved.
Your stack, connected to the review board.
Collect the folder, correct the batch, then publish reviewed drafts to QuickBooks or Xero.
One batch. Three clean handoffs.
Drive + Gmail
Bring folders and attachments into one intake queue instead of chasing files across tabs.
Excel + CSV
Download the corrected batch as a workbook or flat file, ready for the next system.
Capture the paperwork where it arrives.
Review every draft before it moves.
Intake to books, without the tab maze.
01
Collect the batch
Upload a folder or route attachments into the same client queue.
02
Review the exceptions
Compare every source with editable fields and clear the flagged values.
03
Publish the draft
Send approved bills to QuickBooks or Xero, or export the reviewed batch.