Client Intake Control Center
Client onboarding, without the back-and-forth.
Collect client information, documents and accounting access in one structured workflow, then review everything and generate a clear readiness report.
Readiness at a glance
- Approved
- 2
- Review
- 1
- Missing
- 3
- Report
- Not ready
The public demo uses synthetic data so prospects can inspect the workflow before an invitation-only trial.
How it works
A short path from checklist to readiness, built for bookkeeping onboarding rather than a broad practice-management suite.
- 1
Create intake
Start from a bookkeeping onboarding checklist that the firm can shape before sending.
- 2
Collect & connect
Collect requested documents and connect QuickBooks or Xero.
- 3
Review
AI suggests. You decide. Unclear documents stay in review until an operator acts.
- 4
Report
Generate a readiness report that shows approved, missing, rejected and review items.
Connect the systems firms already use
Security
Private upload links are scoped to one intake.
Workspace access stays separated by tenant boundaries.
Readiness requires human approval before work is marked complete.
See the intake workflow before a trial.
The public demo is deterministic and synthetic. No registration or real customer documents are required.