Drag & Drop Bill Entry
A bill should not become another form to fill in. Drop an invoice or bill into BookFlo and let the important details come to you, ready for a closer look before they reach Reckon.
Bookkeeping features that cut the busywork.
Explore tools to capture paperwork, code transactions and keep your Reckon books organised.
Receipt Photo Capture
The easiest time to keep a receipt is when it is still in your hand. Photograph it on your phone or desktop, and BookFlo can read the details instead of leaving you with a pile to enter later.
Email Receipts & Bills
Not every bill arrives as a file you want to download and re-upload. When it lands in your inbox, email it into BookFlo and keep the document moving toward review.
Staff Receipt Portal
A receipt is easier to account for when it comes from the person who made the purchase. Give your team a dedicated place to upload receipts while they are on the go.
Bank CSV Smart Import
A bank CSV can be a useful record, but working through it row by row is rarely anyone's favourite job. Bring the export into BookFlo to map transactions, review them together and approve what is ready.
Smart Coding Rules
When the same kind of transaction comes back each month, the coding decision should not have to start from zero. BookFlo suggests rules and lets you create your own for the work you recognise.
Multi-client Management
Client work asks you to keep many sets of books moving without mixing up the details. BookFlo brings your client work into one place, so switching focus does not mean rebuilding your workspace.
Secure & Compliant
Financial documents deserve careful handling. BookFlo pairs protected data handling with permissions and a record of changes, so teams can work together with clearer accountability.