Accountant Review Dashboard
Every transaction across every client in one place, exceptions flagged automatically, and approval one click away.
- No set up fees
- No credit card required
- Cancel anytime
Clients (14)
The accountant review dashboard brings every client's captured receipts into one queue, with extracted fields already filled in, exceptions flagged, and approval one click away. Nothing needs a separate tab or a separate login to check.
One queue, every client
Instead of switching between client accounts to see what needs review, everything sits in a single dashboard, filterable by client when a reviewer wants to focus on one at a time.
Costs (100)
Exceptions surface themselves
Receipts with low-confidence extraction, unusual amounts, or an unrecognised supplier are flagged automatically, so a reviewer's attention goes where it is actually needed rather than checking every receipt equally.
Costs (6)
Showing 1 to 6 of 6 results
Every transaction in one place, exceptions flagged, approvals straightforward.
Approval is the last step, not a separate task
Once a reviewer is satisfied with the extracted data, approving moves the receipt straight on to export, no separate action or system to switch to.
Costs (1)
Showing 1 to 1 of 1 result
Every capture method feeds the same queue
Whether a receipt arrived by photo, email-in, or the client portal, it lands in the same review dashboard, so reviewers never need to check multiple places for outstanding work.
Photo, email, portal or upload - one queue, one review pass.
Further reading: How to Get Your Whole Firm Using Receiptflow
Why a single review queue matters at scale
A practice with more than a handful of clients cannot afford to check status client by client. A single review queue means the whole team works from one source of truth, no chasing status across separate accounts or spreadsheets.
No status chasing
Anyone can see what is outstanding without asking a colleague or checking a separate client login.
No equal-effort review
Flagged exceptions mean attention goes where it is needed, not spread evenly across every receipt regardless of risk.
No tab-switching
The original image, extracted data, and approval action all sit in one view, not split across separate screens.
Teams reviewing receipts across many clients
Practices with 10+ clients
The value of a single queue grows with client count, most obvious once switching between separate accounts becomes a real cost.
Teams that split review work
Multiple reviewers working the same queue see the same outstanding items, with no risk of duplicate work.
Practices near deadline pressure
Exception flagging matters most when volume spikes before month-end or quarterly deadlines.
