Accountants
Your value is in the questions you ask and the decisions you make, not in downloading the same invoice twice. BookFlo helps organise the document and transaction work around your Reckon clients.
- Move between client books in one workspace
- Review document details before posting
- Keep changes easier to trace
See the client work without the tab maze
When you support several businesses, context switching is part of the job. Multi-client management helps you move between client books in BookFlo so you can focus on the right set of documents and transactions.
Spend review time where judgement counts
Bills, receipts and bank exports can all involve routine entry as well as genuine exceptions. BookFlo handles the first pass of extraction and mapping, leaving you room to inspect coding, GST and unfamiliar items before approval.
Work with a clearer record
Client questions often start with what changed and why. Role permissions and an audit trail provide more structure around the work, while keeping the Reckon workflow connected to the source material you are reviewing.