Bookkeepers
The work is rarely one big task. It is the steady arrival of bills, missing receipts and bank lines that need the right account. BookFlo gives those pieces a more workable path from intake to review.
- Gather documents from multiple sources
- Use coding rules for repeat work
- Review bank CSV transactions in batches
Bring the paperwork to one place
Clients might email an invoice, upload a receipt or ask a staff member to submit one from a phone. BookFlo supports those different ways of getting documents in, so you can start from the work itself rather than chasing where it was sent.
Make the repeat work less repetitive
Coding familiar expenses should not require the same setup each time. Use suggested or custom rules for the transactions you recognise, then give unusual items the closer look they deserve.
Work through the bank file with control
Import a bank CSV, inspect suggested Reckon account matches and review transactions together. Bulk approval helps you move through routine entries while leaving room to pause over the ones that need investigation.