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Google Drive Export Demo

Export to Google Drive

Google Drive Export Demo

Export to Google Drive

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Add accountant

Email

Accountant can view, edit, review and download all your documents, and do not count towards your seat limit.

Add new user

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User role

Admin User Basic User

Here you can invite new users to collaborate in your account.

Admin users can submit new documents, and also view, edit and download all documents.
Basic users can submit new documents, but cannot view, edit or download other members' documents.

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Add new company

Company Name

Here you can add new companies to bifurcate documents.

Edit company

Company Name

Welcome to AIO Closing

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Total Expense

Total Income

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Report name (optional)

CSV will include all the data about each document. 1 row for each document. Tables will be added below the corresponding row.

XLSX will include all the data about each document.

Export original documents as a ZIP file.

Export original documents as 1 PDF. Works for image & PDF files only.

Export

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Personal

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