For accountants

Collect client documents without chasing every missing file.

XPressUI helps accounting teams launch a structured document intake workflow for monthly bookkeeping, VAT, annual returns, onboarding, and supporting evidence.

Scope an accounting intake Compare pricing

Pain to remove

Client documents arrive across email, shared drives, messages, and late attachments.
Teams lose time asking for missing invoices, IDs, payment proofs, or statements.
Every period starts with the same checklist and the same manual reminders.
Managers need a cleaner view of what is received, blocked, reviewed, and done.

Workflow package

One repeatable intake desk for each accounting cycle.

STEP 1

Publish one client link

Give each client a branded intake workflow for the recurring period.

STEP 2

Collect files and answers

Receive invoices, bank statements, IDs, payroll inputs, payment proofs, and notes in one submission.

STEP 3

Review with status

Operators see new, blocked, reviewed, and completed dossiers without digging through inboxes.

Proofs to collect

Turn scattered files into one reviewable submission.

Monthly bookkeeping

Invoices, bank statements, receipts, missing-file notes, and period confirmation.

VAT preparation

Sales evidence, purchase files, proof of payment, and exception notes.

Client onboarding

Company details, IDs, mandates, bank info, and signed documents.

Annual file collection

Year-end supporting documents, confirmations, exports, and review comments.

Outbound angle

Message to test on LinkedIn.

Use this as the starting point for comments, DMs, and follow-up emails. Keep it specific to the segment.

Accounting teams often lose hours collecting the same missing client documents every month. XPressUI turns one recurring checklist into a branded intake workflow with files, statuses, and operator review. If one monthly or VAT workflow is already painful, we can scope a small paid pilot around it.

Fastest next step

Scope one workflow before buying a full platform.

The first paid pilot turns one painful intake, catalog, reservation, or review process into a working IntakeFlow workflow. If it works, the same pattern becomes reusable.

Scope a pilot See agency pilot

Use cases

Start with one workflow, then reuse the pattern.

Monthly document intake

Collect invoices, receipts, statements, and notes for the active period.

VAT return preparation

Gather required supporting evidence and flag missing or invalid proofs before review.

New client onboarding

Standardize client details, KYC-style documents, mandates, and initial context.

Small paid pilot

Bring one workflow. We will scope the smallest launchable version.

The goal is not a giant transformation. It is one working workflow that reduces manual follow-up fast.

Scope a pilot