Accounting firms

Markhub for accounting firms

Client receipts and documents get sorted right in the chat, and every filing deadline gathers on one board.

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Accountant

Client receipts turn straight into a filing-ready table

When a client posts receipt photos in their chat, AI reads them into date, vendor, amount and tax. Blurry ones get flagged for a retake, so nothing is missing at month end.

What changes

Before

  • Client documents arrive by text, email and photos, all differently.
  • Copying receipts and invoices line by line takes the whole day.
  • Every client has different filing and closing dates.
  • Chasing missing documents and checking what arrived never ends.

With Markhub

  • One chat per client, so documents come to one place
  • AI reads receipt and invoice photos into tables by vendor and date
  • Closing and filing dates become to-dos with deadlines on the board
  • Requests for missing documents stay as to-dos until they arrive

How the day flows

  1. 01

    Client documents

  2. 02

    Photo sorting

  3. 03

    Tables

  4. 04

    Deadline to-dos

  5. 05

    Monthly record

See it in action

Office manager

Client deadlines become to-dos, soonest first

Put each client’s filing deadline in as a to-do with a due date, and see who owns it and how far along it is on one screen. Anything overdue shows up in today’s briefing.

Convert messages to tickets with one click

Hover over any message to create a task ticket instantly. Keep all conversation context and photo attachments intact, with full status tracking.

Unified task management across all stores

All store tasks consolidate into a single board (Not Started, In Progress, Pending, Done). Drag and drop to update status and track complete audit histories.

Consolidate all store tools into one hub

Bring your messaging, POS data, and spreadsheets together. AI synthesizes your operations into a single source of truth.

In detail

Documents land in one chat

Give each client a chat and invite them. Receipts and files arrive there the way they would in a group chat, not scattered across inboxes and camera rolls.

Photos become tables

Post receipts and invoices and AI reads vendor, date, amount, tax and total into a table, flagging totals that don’t add up or blurry pages. Your staff does the final check.

Deadlines on the board

Turn each client’s filing and closing dates into to-dos with deadlines and track them as Not started, In progress, Pending and Done.

Guides used here

Other use cases

Let your team’s chat run the work.

Start from the group chat you already use.