ScannerPilot
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SCANNERPILOT FOR ACCOUNTANTS & ACCOUNTING FIRMS

Less typing.
More accounting.

You bring the judgment.
We’ll prepare the paperwork.

Turn client invoices and receipts into reviewable records for QuickBooks Online. Keep the source, the exceptions, and the final say.
See it with your workflowTry the client desk
Your practice / Client workspaces
INTERACTIVE PREVIEW
CLIENT WORKSPACE

Willow Studio

3 documents to check
QuickBooks destination: Willow Studio
BUILT FOR A MULTI-CLIENT DAY

One practice.
Room for every client.

CLIENT 03CLIENT 02CLIENT 01
Preparation, organized.
Judgment, still yours.
Choose a client, open a document, and try the review.Fictional data · No live QuickBooks connection
Prepared fieldsNot another blank form.
Visible exceptionsCheck what needs your attention.
Connected originalsKeep the evidence with the entry.
LESS ADMIN BETWEEN YOU AND THE BOOKS

Your expertise belongs
in the review.

Not in re-entering a supplier name. Not in finding the same PDF twice. Here’s where ScannerPilot fits into your day.

01 / CLIENT ORGANIZATION

Separate clients.
A familiar way to work.

Keep documents, review queues, and QuickBooks connections with the right client—not in a shared pile.

WS
Willow StudioClient documents
ReviewIts own
QuickBooks company
CC
Cedar & Co.Client documents
ReviewIts own
QuickBooks company
NW
Northline WorksClient documents
ReviewIts own
QuickBooks company
Explore the sample workspaces
SUPPLIER INVOICETOTAL$284.20PREPARED. NOT YET APPROVED.SupplierInvoice #W-1048Total$284.20
02 / ACCOUNTING REVIEW

The fields are prepared.
The decision is yours.

See the source beside extracted details. Check the supplier, amounts, coding, and possible duplicates before approving.

03 / THE QUICKBOOKS HANDOFF

An entry is more useful
when the source comes with it.

Move approved Bills or Expenses into QuickBooks Online. Keep the original connected, and check record and attachment status separately.

Explore the QuickBooks workflow
A DIFFERENT WAY TO LOOK AT CAPACITY

What could you do
with less retyping?

Use your own document volume and timing. Compare manual entry with a review-led workflow.

An illustration, not a performance promise. Uploads, exceptions, onboarding, and other work are not included.
ILLUSTRATIVE MONTHLY DIFFERENCE
33.3hours
to redirect

Less entry time in this scenario. More room for the work only you can do.

Manual workflow 53.3 h
Prepared-data review 20.0 h
Documents × (entry minutes − review minutes) ÷ 60
A SMALL START. A USEFUL ANSWER.

Try one client.
Not a whole-practice overhaul.

The important part: match the document to the right client before you start.
FOR THE QUESTIONS BEHIND THE DEMO

A few things
worth knowing.

Ask a specific question
How does ScannerPilot help accountants?

It prepares invoice and receipt data for review, keeps client documents organized, surfaces possible duplicates, and sends approved records to QuickBooks Online. Your team remains responsible for accounting decisions and approval.

Can I keep each client’s documents separate?

Yes. ScannerPilot describes separate client workspaces, review queues, integrations, and histories. Check that you are in the intended workspace and QuickBooks company before approving a record.

Does it replace QuickBooks or my professional judgment?

No. QuickBooks Online remains the accounting destination. ScannerPilot handles document preparation; you check the source, coding, tax treatment, payment context, and final approval.

What happens if an invoice may be a duplicate?

A possible match needs review before another transaction is created. Compare the supplier, reference, date, amount, and existing record. A warning is not a reason to delete or approve a document automatically.

Can I try it with a small part of my practice?

Start with one client workspace and a small, representative set of documents. Review the fields, confirm the correct destination, and check the accounting record and source attachment. For a demo, remove sensitive information from examples.

LET’S START WITH YOUR ACTUAL WORKFLOW

Your next client batch.
A better starting point.

See what ScannerPilot prepares, what your team checks,
and what reaches QuickBooks Online.

Book an accountant-focused demoStart with a document
Prepared by software.Approved by you.That’s the way it should be.

Illustrative product workspace. All sample clients and documents are fictional. QuickBooks is a trademark of Intuit Inc.