The challenge
The firm managed multiple client inboxes and needed proof of who uploaded, reviewed, approved, synced, or retried each document.
All case studies
Accounting advisory case study
How an advisory firm made client document intake easier to audit
Summit Advisory needed a structured intake path for supplier invoices, approvals, and audit trails across multiple QuickBooks Online clients.
Summit Advisory Group
36% fewer duplicate review tasks
The ScannerPilot workflow
ScannerPilot separated client workspaces, surfaced duplicate checks, preserved source attachments, and gave reviewers a clear event history before QuickBooks sync.
1
Route to client workspace
2
Check duplicate signals
3
Approve with notes
4
Track sync and attachment status
The result
Client document queues stayed separated and easier to scan.
Approval decisions were visible before QuickBooks records were created.
Audit history made follow-up conversations faster and more specific.
Review-first QuickBooks workflow