Built for Australian accounting practices
The paperwork
chases itself.
DocFlow requests every document, chases until it’s in, then uses AI to check it, read it, and push the data to Xero. It even collects timesheets from your clients’ staff. You review; it does the nagging.
30-day free trial · No credit card · Set up in minutes
Tax time, minus the follow-ups.
The reminder treadmill
Forty “just following up” emails per deadline — and you still end up calling.
Documents everywhere
Attachments, WeTransfer links, photos in texts. Nothing in one place, nothing tracked.
Re-typing into Xero
Reading figures off a PDF and keying them in by hand, one bill at a time.
Herding timesheets
Every pay run, chasing a client’s staff for hours before you can even start.
Most tools stop at collecting. DocFlow keeps going.
Collecting a file is the easy part. The hours disappear in checking it, reading it, and typing it into Xero — so that’s the part we automate.
Every client, document and deadline — in one view.
See every engagement’s progress at a glance, and request from one client or your whole list in a click.
How it works
From “please send your documents” to a finished Xero entry.
Request
Start an engagement and let AI build the exact document checklist for that client — or bulk-request the same list from your whole client base in one click.
Chase
Your client gets a branded request and automatic reminders until every item is in. You never send a follow-up again.
Check & collect
Clients upload through a secure portal — no account, just a link. AI verifies each upload is the right document as it lands.
Read & hand off
AI reads each file and pushes the bills and bank transactions straight into Xero, ready for you to review.
Everything the document dance needs — in one place.
AI builds the checklist
Pick an engagement type and AI writes the exact document list for that client — tailored to their entity type and industry.
Request your whole list at once
Bulk-request the same documents from every client in one click. Built for BAS quarter and EOFY crunch.
AI checks every upload
When a client uploads, AI confirms it’s the right document — no more wrong files or blank scans slipping through.
Reads the data into Xero
AI extracts the figures from bills and statements and pushes them straight into Xero. You review, not re-type.
Staff timesheets for payroll
Collect timesheets from your clients’ staff via their own links, read the hours with AI, then push to Xero Payroll or export CSV.
Your brand, bank-level security
Your logo and colour on every email and portal. Encrypted storage, two-factor login, and verified uploads.
New · Payroll
Collect timesheets straight from your clients’ staff.
The job no one wants: chasing a client’s employees for their hours every pay run. DocFlow does it for you — each staff member gets their own link, stragglers get chased automatically, and AI reads the hours.
- Each staff member submits on their own secure link — no logins
- AI reads the total hours from any timesheet (PDF, photo or spreadsheet)
- Push straight to Xero Payroll, or export a CSV for any system
- Set it to repeat every week, fortnight or month — automatically
Straightforward pricing.
Every plan starts with a 30-day free trial — no card required. Prices in AUD, ex GST, per month.
Starter
For solo practitioners
$79/mo
- Up to 2 staff
- 50 clients
- Client portal + auto-chase
- AI checklist + validation
- Email support
Growth
For growing firms
$149/mo
- Up to 5 staff
- Unlimited clients
- AI extraction → Xero
- Bulk requests
- Payroll timesheets
- Priority support
Practice
For established practices
$249/mo
- Unlimited staff
- Everything in Growth
- Recurring payroll runs
- Custom branding
- Priority support
Questions, answered.
How is this different from a form or document-request tool?
Those collect files and stop. DocFlow keeps going — AI checks each upload is the right document, reads the figures, and pushes them into Xero. It also handles payroll timesheets. The collecting is table stakes; the reading and checking is where you get your hours back.
Do my clients need to create an account?
No. Clients (and their staff, for payroll) upload through a secure, email-verified link — no login, no app. They see your brand, not ours.
Does it work with Xero?
Yes. Extracted bills and bank transactions push straight into Xero, and staff hours can go to Xero Payroll — or export as CSV for any other system.
Is my data secure?
Documents are encrypted at rest, logins support two-factor, and every client portal is verified. It’s built to be trusted with financial data.
Can I really collect timesheets from a client’s employees?
Yes — that’s the new payroll feature. Add a client’s staff, and each person gets their own link to submit their timesheet. DocFlow chases non-submitters and AI reads the hours.
What does it cost to try?
Every plan has a 30-day free trial with no credit card. Plans start at A$79/month after that.
Get your evenings back this tax season.
Set up your first engagement in minutes. Let DocFlow do the chasing, the checking, and the data entry.
Start your free trialNo credit card · Cancel anytime