Every document, versioned and answerable
Keep the company's paperwork in ten folders that follow the books. Each file is read and labelled when it arrives, the old version stays when you replace it, and you can ask questions of all of it.
- Ask your documents
- Versions kept
- Share links with controls
- Duplicates stored once
- PDF, Office, CSV and images up to 20 MB
- Split one PDF into as many as 50 files
- An identical file is never stored twice
Sharing
Hand the auditor a link, not a pile of attachments
Share a file or a folder with a password, an expiry, a download cap and a one-time email code, open only to the domains you allow. Then see who opened it.
- Allow or block by email or @domain
- Views and downloads per person, exportable to CSV
On upload
Read, labelled and kept
PDFs and images up to 15 MB are read as they arrive and labelled as an invoice, a receipt, a bank statement, a contract and so on. Replace a file and the old one stays in its history.
- Thirteen labels, with a one-line summary of what it covers
- A file behind a bill or a journal can't be purged
The details
- Answers
- Drawn only from files you can open, with the file, its folder and the passage, and a confidence of high, medium or low.
- Search
- By meaning, filtered by your permissions.
- Permissions
- View, edit, delete, share and download, per folder or per file, with an optional expiry.
- Trash
- Deleted files keep who deleted them and when, and can be restored.
- Storage
- 1 GB on Free, 100 GB on Pro, unlimited on Enterprise.
- Firms
- Accounting firms can share folders with their clients.
The rest of the ledger
- InvoicingInvoices that post themselves, with quotes and reminders.
- BillingSubscriptions, usage and renewals that retry themselves.
- PaymentsFPX, DuitNow QR and card on CHIP, matched to the invoice.
- e-InvoiceFiled with LHDN MyInvois, QR code and all.
- Purchase ordersOrder, receive, then turn it into the bill.
- InventoryStock on hand, costed by weighted average.
- BookkeepingDouble entry that the database itself enforces.
- PayrollEPF, SOCSO, EIS and PCB, worked out for you.
- ReportingStatements and tax forms, current when you open them.
- AgentsAsk in plain language. Approve what it drafts.
Start with data room
Free to start, and set up in an afternoon. Every other part of the ledger is there when you need it.