Separated client workflows
Keep uploads, approvals, integrations, and history organized by client workspace.
For accountants
A calmer way to manage client document work.
ScannerPilot helps accountants capture client files, review extracted data, approve clean records, and keep source documents attached after sync.
Collect client filesStep 1
Review exceptionsStep 2
Approve clean recordsStep 3
Sync with attachmentsStep 4
Designed for review-first document operations
Keep source files, extracted data, approval decisions, and sync status visible in one workflow.
Built for clean handoffs, not more file chasing.
ScannerPilot gives teams the controls they need before documents become accounting records.
Less manual review noise
Focus attention on missing data, duplicate risk, and low-confidence fields.
Ready for month-end
Move from scattered files to clean accounting-ready records with the source attached.
Client workspacesReview queuesAudit history