FOR ACCOUNTANTS
Your clients’ documents. Organized, archived, and backed by proof.
Verifical gives your firm a secure client portal where every document has a delivery record, a conversation thread, and a permanent archive. AI reads the data so you don’t have to – and exports it directly to your accounting software.
Stop chasing documents. Start receiving them.
Every accounting firm knows the cycle: you request documents, clients forget, you send reminders, files arrive in random formats through random channels – email, in person, USB drives, WeTransfer links. You spend hours sorting, renaming, and matching files to clients. Verifical ends that cycle: Your clients get a simple portal. You get organized, trackable, permanent document exchange – with documents arriving as they happen, not in a stack at the end of the month.
Client experience that makes you look professional
Your clients log in to a clean portal. No clunky software, no confusing interfaces. They upload their files, see your notes, respond – and they’re done. Happy clients, fewer support calls.
Replace paper drops and email attachments
Clients still bring documents in person or send them as email attachments — both are inefficient and hard to track. Verifical gives every client a secure upload space tied to your firm. Upload files directly, CC your unique Verifical email address, or import ISDOC and Peppol/UBL invoices — everything arrives automatically, extracted and ready to review. Documents end up where they belong, not on your desk or buried in your inbox.
One place, one structure, zero chaos
No more documents scattered across email inboxes, shared drives, desktop folders, and physical trays. Verifical organizes everything by client, category, and date. You always know where to find what you need — and so does your team.
Documents always available – to you and your clients
Every file exchanged between you and your client is stored and accessible long-term – for both of you. Your clients can look up their own documents anytime without calling your office. You can find a document from two years ago in seconds. No digging through filing cabinets, no searching through archives. A complete, audit-ready record of everything exchanged.
Notes and discussion on every document
A client uploads a bank statement but the numbers don’t add up? Add a note directly on that document. Your client responds in the same thread. The entire conversation lives with the file – not scattered across emails, phone calls, and sticky notes. Every question, every answer, every clarification – attached to the document it belongs to, findable months or years later.
Documents arrive when they happen – not at the end of the month
With traditional handoffs, clients collect everything and deliver it all at once – a stack of paper or a ZIP file at the end of the month. By then you’re overwhelmed and behind. With Verifical, clients upload documents the moment they receive them. An invoice arrives on Tuesday? It’s in your system on Tuesday – not four weeks later. You can process documents gradually, spread the workload, and catch issues early instead of discovering them during the month-end rush.
Invoices arrive automatically via email
Every company on Verifical gets a unique collection email address. Your clients or their suppliers just CC that address when sending an invoice. The document lands in the platform automatically, AI reads the key details, and it’s ready for you to review. No downloading attachments, no manual uploads, no sorting.
Supplier invoices – delivered directly, no middleman
Your clients’ suppliers can upload invoices straight to Verifical. No more invoices getting lost in your client’s email or arriving late in a paper stack. Your client invites their supplier, the supplier uploads the invoice, and both you and your client see it immediately – with full status tracking from uploaded to processed.
AI reads your documents so you don’t have to
Every invoice that arrives needs the same thing: someone opens it, finds the key details – document number, date, amount, supplier name – and types them in manually. It’s repetitive, slow, and easy to get wrong.
Verifical does this automatically. ISDOC and Peppol/UBL invoices are parsed instantly from structured data – 100% accurate, no AI needed. Scanned PDFs and photos go through AI extraction. Either way, you review and confirm instead of retyping. Less manual work, fewer errors, faster processing.
Export to your accounting software – no retyping
Once the data is extracted, export it directly to Pohoda XML, CSV, or other formats. The data flows from Verifical into your accounting system without any copy-paste or manual transcription. Across dozens of clients and hundreds of invoices per month, this saves hours of work.
How firms use Verifical
Continuous document processing
Clients upload documents as they arrive – not in a monthly stack. You process them gradually and stay on top of things year-round.
Tax season document collection
Clients upload from home instead of visiting your office. Track what’s submitted and what’s missing in real-time.
Onboarding new clients
Collect all necessary documentation in one structured flow with full proof of delivery.
Ongoing document exchange
Payroll, invoices, receipts – a permanent channel for recurring needs with notes and discussion on each file.
Audit preparation
All documents organized, timestamped, and accessible. A complete archive ready when you need it.
Resolving document questions
Flag issues directly on a document and get your client’s response in the same thread. No email back-and-forth.
Supplier invoice collection
Your clients invite their suppliers to upload invoices directly – or suppliers CC the collection email. You receive invoices organized and on time, without your client acting as middleman.
Invoice data extraction and export
AI reads scanned invoices. ISDOC and Peppol/UBL are parsed instantly. Export to Pohoda XML or CSV for direct import into your accounting software.
Security you can stand behind
Financial documents demand serious protection. Verifical encrypts everything, controls access per-client, and maintains a full audit trail so you always know who accessed what and when.
Speed up all processes!
See it in action
Start your free trial and invite your first client in under 5 minutes. 45 days free, no credit card required.
