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Organization tools for accountants and firms
Process client statements together as a team
Batch uploads, client upload links, shared page credits, and roles in one workspace. These features are not restricted by plan, and no team-member limit is currently enforced.
View pricing and checkoutBuilt for firm workflows
Batch uploads
Upload multiple statements for separate validation and processing.
Client upload links
Send a secure link so clients can upload statements themselves.
Shared page credits
Use one shared page-credit balance for the whole organization instead of making separate purchases.
Team members
Invite people and control access with basic roles.
Review and deletion
Review extracted rows and delete a conversion when it is no longer needed.
Illustrative organization states
Illustrative example
Active client upload link
A link can have an expiration date and a maximum number of uploads.
Illustrative example
Expired client upload link
An owner or admin can create another link when needed.
Illustrative example
Batch accepted for processing
Each PDF is validated and processed independently.
Illustrative example
Credits reserved while processing
The shared balance shows available and reserved page credits.
Illustrative example
Invitation accepted
The invited user joins with the selected organization role.
Illustrative example
Viewer access
A viewer can read organization conversions but cannot change them.