For firmsFirm dashboard

Every client. One dashboard.

Manage your bookkeeping clients, assign staff, and stay on top of client activity, pending reviews, and approvals, all from one place.

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Spendifique firm dashboard showing client workspace cards with items to review, waiting and overdue, and a switcher from the firm to a client
BUILT FOR BETTER BOOKKEEPING

A clearer way to manage your workload

1

All your clients, one place

Manage client accounts, documents, and bookkeeping activity from a single dashboard. No more switching between accounts to find what you need.

2

Know where to focus first

See which clients have submitted documents and answered requests, so you can prioritize work that’s ready to move forward.

3

Keep your team on track

Assign clients to staff and keep responsibilities clear, so your team can work efficiently as your client list grows.

CLIENT MANAGEMENT

Your entire practice at a glance

Single login

One login for all your clients

Open any client's workspace from your client list and switch back without signing out.

Spendifique workspace switcher listing an accounting firm and its client workspaces, open while working inside a client
Team assignments

Assign clients to your team

Assign clients to staff members and filter your dashboard to see who's responsible for each account.

Client list showing who each client is assigned to, with the Assign client dialog open to choose a team member
Work status

Know what's waiting

See which clients have documents to review, invoices awaiting approval, or outstanding work. Get a clear overview of what needs attention across your firm.

Firm dashboard totals for items to review, approved, waiting for approval and overdue, with each client's counts and a notification list open
CLIENT COLLABORATION

Less chasing. More bookkeeping

Request what you need

Send a request for missing receipts, invoices, or other documents. Recipients can respond through a link without creating a Spendifique account or logging in.

Spendifique request for a missing receipt, sent to a client who can reply through a link without logging in

Keep approvals moving

Route invoices through an approval workflow with up to three steps, with automated email notifications to keep reviewers informed.

Spendifique approval workflow with up to three steps, showing approvers and a reminder sent to the final approver
CONNECTED WORKFLOW

More ways to simplify bookkeeping

Connect a client’s Gmail or Outlook once. Invoices and receipts come in automatically.

Inbox sync pulling new invoices from a connected email inbox

Extract individual line items, quantities, prices, and taxes from invoices with AI.

Invoice line items extracted and coded individually

View expense reports and spending trends for each client to see where their money goes.

Spendifique analytics dashboard showing total expenses, spending by category, monthly expense trends and top vendors for a client

Clients scan a receipt with their phone. AI reads vendor, amount and tax in seconds.

Receipt captured on mobile with vendor, amount and tax read by AI
INTEGRATIONS

Sync to each client's books

Connect each client's QuickBooks Online or Xero and sync reviewed expenses with the documents attached, or export to Google Sheets.

TESTIMONIALS

What bookkeepers are saying

Real feedback from bookkeepers and firms using Spendifique every day.

What made me switch was the lack of minimum client requirements. I didn’t want to pay for 10 clients when I only had 4 active ones. The multi-invoice PDF detection has also been surprisingly useful: it asks for confirmation and then automatically splits documents, which saves me a lot of manual effort. The extraction accuracy is better than what I’ve used in Xero and Hubdoc. Turnaround time is fast, and the suggestions are usually correct.

William K.
Manager · via G2

Having no limits on scans or line items is a big win. I don’t have to worry about usage caps when clients upload a large batch of invoices. The multi-line extraction works well, even on more detailed invoices with lots of items. I also appreciate that vendor recognition improves over time, it genuinely feels like the system learns and becomes more accurate the more I use it.

Beth C.
Accountant · via G2

Speed is what really stands out. I can upload an invoice and within seconds, it's categorized with the vendor and tax details already filled in. The centralized dashboard makes managing multiple clients much easier, especially when assigning work to team members.

Daniel C.
Accountant · via G2

The workflow is straightforward and doesn't try to do too much. Setting up new clients is fast, and the chart of accounts and vendor lists sync automatically. Clients find the interface easy to use too, which cuts down on back-and-forth.

Ana C.
Practice Manager · via G2

Questions about the firm dashboard?

Spendifique lets bookkeepers and accounting firms manage multiple clients from a single dashboard. Each client has their own workspace, so you can switch between accounts, assign staff, track outstanding work, and manage client subscriptions without signing out.

Yes. Spendifique allows accounting firms to assign clients to staff members and filter the dashboard by assigned team member. This helps organize responsibilities and manage bookkeeping work across your team.

Yes. Clients can access their own Spendifique workspace when needed to view and manage their financial documents, while your firm continues to manage their bookkeeping.

Clients can submit receipts and invoices through the Spendifique mobile app, forward documents to their unique Spendifique email address, or connect Gmail or Outlook through Inbox Sync for automatic collection. This gives clients several ways to share financial documents without relying on manual uploads.

Yes. You can send requests for missing receipts, invoices, or other documents through Spendifique. Recipients can respond using a link without creating an account or logging in, even if they don't use Spendifique.

Spendifique's accounting firm dashboard provides an overview of documents awaiting review, pending approvals, and other outstanding work across clients. You can identify which accounts need attention and open individual workspaces to take action.

Yes. Spendifique integrates with QuickBooks Online and Xero, allowing bookkeepers and accounting firms to sync processed bookkeeping data with their accounting software.

The Accounting Firm Dashboard is not available on Spendifique's free Basic plan. It is designed for bookkeepers and accounting firms using eligible paid plans, with pricing based on the number of clients you manage. Visit our pricing page to compare plans and find the right option for your firm.

More questions?

See our full FAQ
See our full FAQ

Bring every client into one dashboard

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