Bookkeeper workflow dashboard

Client Cleanup Queue

Start with one client, upload messy docs, review confidence, then export a QuickBooks-ready CSV.

Upgrade plan
Workspace: demo-workspace

Plan: audit • 0/5 documents used • 0 client(s)

5 remaining

1. Add pilot client

Bookkeepers sell this internally by client ROI. Start with one painful monthly folder.

Client list

No clients yet. Add one before uploading pilot docs.

2. Upload client document

3. Extract fields

Document ID: No document uploaded yet