Accountants & bookkeepers
Stop chasing clients for receipts
Give every client a SpendFlow workspace and invite them in. They snap or upload receipts, bills and invoices as they go; the AI reads and files each one; you open finished records instead of a shoebox at year end.
Sound familiar?
The problem with paper receipts
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Receipts arrive by email, text and paper bag — usually the week of the deadline.
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Hours go into typing totals, tax and vendors before any real work starts.
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Client staff need to send receipts without seeing the rest of the books.
How SpendFlow helps
Built for accountants & bookkeepers
A workspace per client
Each client has its own receipts, divisions, groups, cards and reports — kept apart from every other client.
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Clients upload, AI reads
Uploads by camera, photo or PDF are read into merchant, date, subtotal, tax, total and line items automatically.
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Filed by your rules
Set the client’s card rules and groups once, and every new receipt files itself.
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Reports per client
Spending and tax by card, merchant, division and group, for any month or date range.
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A shoebox in one upload
On Pro and Enterprise, drop up to 100 receipts at once and let them read in the background.
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FAQ
Questions from accountants & bookkeepers
What can a client’s staff see? +
Staff join as uploaders. They can upload receipts and, if you allow it, see the ones they uploaded themselves — never a colleague’s receipts, the reports, or your notes.
Are clients’ receipts kept apart? +
Yes. Each workspace holds its own data, separated the same way two SpendFlow accounts are. Opening one client never shows another’s receipts.
What happens when I stop working with a client? +
Archive the workspace. It can no longer be opened, and its records are kept in case you need them again.
Can my clients also invoice their customers? +
Yes. The Invoicing add-on lets a business bill its customers with saved tax rates such as VAT, GST or sales tax calculated per line.
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SpendFlow is also for
Ready to stop losing receipts?
SpendFlow for iPhone and Android.