Accounting and bookkeeping
PDF tools for accountants and bookkeepers
Turn receipts, invoices and bank statements to spreadsheets, get engagement letters signed before work start and send clients neat, protected packs. Server jobs dey run for London and we dey delete files within 2 hours.
Try Business free for 30 daysSee how signing dey work
£6.99 for each user every month, dem bill am every year · from 2 users
Wetin practices dey use am for
Built for month end and the January rush
Receipts and invoices to data
Scan client receipts with your phone, then read the supplier, date, VAT number and totals from each one, check dem and export spreadsheet.
Bank statements to Excel
Turn PDF statements and reports to Excel, or pull only the tables wey you need go spreadsheet or CSV for your bookkeeping software.
Engagement letters wey dem sign first
Send the engagement letter and the anti-money-laundering forms for signature. Reminders go chase the client by email, and the certificate go show when each person sign.
Year-end packs for clients
Merge the accounts, the tax computation and the covering letter into one numbered PDF and protect am with password before you send am.
Searchable records wey go last
Make scanned records searchable so you fit find any supplier or amount, and save closed years as PDF/A for long-term storage.
Uploads wey fit under portal limits
Split long file into the parts wey portal want, or compress scanned PDF to exact size so e go upload first time.
Where Macaaw fit inside a practice
Clients dey send paper, phone photos and PDFs from plenty banks. Macaaw dey turn that mix to data wey you fit check: invoice reading and table extraction dey do the typing, and you go review every field before dem export am, so nothing go enter the books without check.
Invoice and table extraction dey run for our servers for London, and we dey delete the files within 2 hours. Merging, page numbers and signing your own documents dey happen for the browser. Business give the whole practice allowances wey dem share, so if one client manager get heavy month, e fit use wetin others no use.
Macaaw no replace your accounting software or your practice management system. E dey handle the PDF work around dem: the client wey send forty photos of receipts, the bank wey only give statements as PDFs, and the engagement letter wey must dey signed before you fit start. When the practice pass its monthly allowances for January, credits go keep the work moving without say you move everybody go bigger plan.
Playbook
Receipts to spreadsheet in four steps
Turn box full of receipts to spreadsheet wey you don check without say you type one total.
Scan the receipts
Snap each receipt with Scan to PDF, or drop the PDFs and photos wey the client send.
Read the data
Run Extract invoice data to read the supplier, date, VAT number and totals from each document.
Check the fields
Review the fields wey dem mark for checking and correct anything wey the scan make unclear.
Export to Excel
Download the spreadsheet and import am into your bookkeeping software or the client working papers.
Business plan
One plan for the whole team
One plan for partners, managers and bookkeepers, with allowances wey the whole practice share.
£6.99for each user every month, dem bill am every year · or £9.99 every month
- 200 signature requests for each user every month, wey una share
- Reach 20 signers for each document
- 1,000 pages of text recognition for each user every month, wey una share
- 500 Office conversions for each user every month, wey una share
- Files reach 500 MB and 200 files for one task
- Members, roles, shared workflows and central billing
- UK serversServer tools dey run for London.
- We dey delete within 2 hoursFiles from our tools, or the moment you press Delete.
- UK GDPRData processing agreement dey Business.
- Audit trailEvery signed PDF get im signing certificate.
Questions
Wetin accountants dey ask
Clients fit sign engagement letters electronically?
For England and Wales, electronic signature valid for most agreements, including engagement letters. Documents wey must dey executed as deed or signed before witness need extra formalities. Scotland and Northern Ireland get their own rules, so check with your professional body if you no sure.
How accurate invoice reading be?
E dey read printed invoices and receipts well, and e dey mark any field wey e no too sure about make you check am. You go always review the data before you export am.
E dey work with bank statements from any bank?
PDF to Excel and Extract tables dey work on statements wey get text layer. For scanned statements, run OCR PDF first so say the text go fit read.
Where dem dey process client data?
Server tools dey run for London and dey delete files within 2 hours. Business include data processing agreement under UK GDPR, and our staff no fit ever open your files.
Which tools need paid plan?
Extract invoice data na Pro tool, e dey inside Pro and Business. Most other tools, including PDF to Excel and OCR, dey work for the free plan within im daily limits.
The whole practice fit share one plan?
Yes. Dem price Business for each user, from 2 users, with allowances wey the whole practice share. Members, roles and saved workflows dey shared, and one invoice cover everybody.
The legal information for this page na general guidance for England and Wales, e no be legal advice. Scotland and Northern Ireland get their own rules, and deeds or documents wey must get witness need extra formalities.
Your next month end, with less typing.
Try Business free for 30 days with the whole practice.