The accountant Clients page with summary cards and two client workspaces showing receipts, monthly spend, last upload, members and status

Features

Accountant workspaces

Your clients upload, the AI files, you review

Accountants create a workspace for each client and invite the client and their staff by email. They upload receipts, bills and invoices; SpendFlow reads and files each one, so the firm starts from finished records instead of a shoebox.

What you can do

One workspace per client, with its own receipts, divisions, groups, cards and reports

Invite client staff as uploaders — optionally able to see what they uploaded

Uploaders never see a colleague’s receipts, the reports, or your notes

Archive a workspace when the engagement ends; its records are kept

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