Whirl for accounting & bookkeeping
Request missing receipts, investigate payment differences and prepare records for review.
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Requesting missing receiptsExample“Check the outstanding supporting documents before the team's month-end review.”
Before a bookkeeper can review an account, someone needs to find missing receipts, ask which invoices payments belong to and check for client replies. Repeating these checks for each client takes time.
Whirl checks your connected accounting records, files and recent messages. It requests missing documents and prepares questions about payment differences. Your team reviews the accounting treatment and any proposed changes, with the supporting documents attached to the task.
Example workflows
A scheduled review checks the month's outstanding document requests.
Whirl checks the connected records and files, asks clients for missing items, and follows up without requesting documents already received.
The team can see which documents have arrived and which are still missing.
A client emails about a payment that doesn't match an invoice.
Whirl gathers the invoice, payment details and related conversation, then summarises the difference for the bookkeeper to review.
The bookkeeper can review the invoice and payment details together.
A team member starts a new client onboarding task.
Whirl checks the required information, prepares requests for missing records, and tracks the replies against the onboarding list.
The team can check which onboarding records have been received.
These are example combinations. Connect your tools and choose which actions need your approval.
Xero
Gmail
Google Drive
Excel
SlackYour team makes accounting and tax judgements. Whirl gathers documents, investigates differences and follows up on requests. You can review its proposed changes before they are made.
It can check connected files and recent replies before preparing a reminder. The task keeps the request and responses together so Whirl can see what has already been supplied.
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