Document Upload
Simple upload for PDF, image, and Excel files, including mobile camera capture.
Accounting Workflow Platform
Modern accounting operations, without spreadsheet chaos.
Paspret centralizes document intake, OCR review, compliance tasks, and QBO sync in one clean workspace.
Client Intake
Client Access
Invite team members with secure, role-based upload access.
Vendor Sources
Track connected vendor sources and incoming invoice activity.
Status Dashboard
See each document move from uploaded to review-ready and synced.
Team Operations
Client Profiles
Manage legal entity details, fiscal year-end, and filing responsibilities.
Deadline Tracking
Keep upcoming and overdue obligations visible to the team at all times.
Workload View
Prioritize by urgency and keep review queues balanced.
Verification
Review OCR output, correct fields, and approve with a clear audit trail.
Automation
1. Upload document
2. OCR + AI extract and classify fields
3. Team reviews and syncs to QBO
QBO Insights
Reconciliation Monitoring
Track stale accounts and unreconciled transaction counts quickly.
AR Aging Alerts
Surface overdue receivables and collection risk at a glance.
AP Aging Alerts
Flag old payables to support better cash planning.
Cash Flow Visibility
Keep finance decisions grounded in live operational data.
Need bookkeeping operations that run without the chaos?
Paspret helps teams capture source documents, verify OCR output, manage obligations, and keep QBO records accurate in one workflow.
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