Invoice review for accountants and their clients
Keep each client's supplier invoices in its own workspace, invite the people who need access, and hand over a report that shows every finding with its source and review decision.
One workspace per client
Create a separate workspace for each client so their invoices, suppliers, findings and reports never mix. Switch between workspaces from the same sign-in. You can own your first workspace plus up to four more.
Invite the right people
| Role | Can |
|---|---|
| Owner | Everything below, plus invite and remove people, change roles, export the workspace and delete it |
| Editor | Upload invoices, review extracted details and record decisions on findings |
| Viewer | Read documents, findings and reports |
Invitations are tied to the invitee's email address and expire after seven days. docveriq does not send invitation emails automatically: you share the invitation link yourself, so you stay in control of who receives it.
A clean hand-off to the client
- Export findings as PDF for the client, or CSV and Excel for your own working papers.
- Every finding keeps its source reference and your review decision and note.
- Corrections are kept in the activity history, so you can show what changed and why.
Start with a sample
Try the three fictional invoices on the sample report page before uploading a client's documents, and read how documents are protected on the security page.
Questions, answered
Does each new client workspace get its own trial credits?
No. The 20 trial credits are granted once per verified email, to your first workspace. You can create up to four more workspaces; they start without credits, and credits can be added to them by the docveriq team.
Can my client see the findings?
Yes, if you invite them. An owner can invite people by email as editors or viewers, and change or remove their access later.
Is there a partner or reseller plan?
Not yet. Paid plans are not open; contact details for partnership enquiries will be published when they are.