One account forevery client business
Manage every client’s documents in one place, share one credit balance across them all, and publish straight to each client’s ledger.
Built for practices, not just single companies
- Add each client as a business and switch between them in one login
- One plan and one credit balance shared by all your businesses
- A usage view showing credits used by each business and document type
- Each business has its own inbox address and its own accounting connection
- Invite your team as Admins or Members
Less keying. Fewer queries.
Documents come to you
Clients email bills to their own business inbox address or use the mobile app. You review and publish.
Coded the way each client is
Accounts and tax rates are pre-filled from the choices made for that business, and master data comes from the client’s own Xero.
Check, don’t type
You see the original beside the extracted data, with arithmetic checks and duplicate warnings already run.
A record of every action
Who uploaded, edited, approved and exported each document, and when.
Simple billing
The account owner manages the plan, invoices and discount codes. Everyone else can see balance and usage.
Fix and re-publish
Edit a published document and re-export to update the existing record, rather than creating a duplicate.
A practice handling 12 clients at around 60 documents each a month uses roughly 720 credits. That is covered by one Pro plan (1,500 credits for £153 a month, excluding VAT), shared across every client.
Typing it in vs checking it once
| Doing it by hand | With Doctraction | |
|---|---|---|
| Entering a bill | Re-key supplier, dates, tax and every line | Review a form that is already filled in |
| Mistakes | Typos, wrong tax rate, the same bill twice | Totals cross-checked; possible duplicates flagged |
| Coding | Pick an account for every line, every time | Pre-filled from what you chose last time |
| Paper trail | Files scattered across inboxes and folders | Original attached to the record in your ledger |
| Cost | Your time, every month | 1 credit per bill or invoice, only once approved |
Keep exploring
Run more clients with the same team
Start a 14-day trial with 50 credits, or book a demo for your practice.
Start free trial Book a demo