Every statement, in. Filed, and posted.

Only what you approve. Accepted documents post as bills, expenses, invoices or sales receipts, with the source PDF attached to the transaction. Nothing posts on a schedule or on a guess. If you do not click, nothing moves.

Feeds break, and they only cover banks. Receipts, payroll reports and loan statements still arrive by email and photo. We collect through the channel your clients already use, then post the result into the ledger a feed cannot fill.

No. The feed keeps bringing in bank lines. PapersIn brings in the documents behind them and posts each one as a transaction with its PDF attached. Matching and reconciling stay in QuickBooks, where you already do them.

Your folder structure imports as it is, on an onboarding call with us. Clients keep forwarding the way they always have. Only the address changes.

A plain upload page with your firm's name on it. No login, no app. Or they reply to an email. They never see QuickBooks, and QuickBooks never sees them.

Each document is read for institution, account and period, then matched to the client's checklist and your chart of accounts. An ambiguous file waits for a one-click confirm. It is never filed to the wrong place quietly, and never posted quietly.

Encrypted storage. Export everything as one ZIP any time, foldered by client and month. A copy of every posted document also sits on the transaction in QuickBooks. We hold nothing back.

Reminders escalate through three stages, then end with a cutoff date and a red flag on your board. The conversation becomes theirs to have, not yours to chase.