For accounting firms
Document extraction for accounting firms with many client formats
One review workspace for the invoices, receipts and statements that arrive in a different shape for every client.
Accounting firms rarely control the source files. One client sends clean invoice PDFs, another sends phone photos, and a third exports bank statements from a regional portal. Fixed templates turn that variation into maintenance work.
Dynamite Docs reads each document into fields and rows, keeps the source beside the extraction and lets the reviewer correct uncertain values before delivery. Folders, labels and searchable records keep client work separate inside the workspace. Exports move the checked result into the spreadsheet or downstream process the firm already uses.
Test a client document. Use a representative file with client data removed if your policy requires it.
Decision register
- Teams: Bookkeepers, accountants and client service staff
- Documents: Invoices, receipts, statements and tax forms
- Review: Source beside confidence-scored rows
- Handoff: Excel, CSV, Sheets, Drive, JSON or API
Useful when client variation is the real workload
The product reduces retyping and layout setup. It does not make accounting judgments or sign off client books.
Recurring bookkeeping batches
Turn supplier invoices and receipts into consistent columns, then review totals and missing fields before import or client delivery.
Bank and card statement cleanup
Extract transaction rows from several bank layouts without maintaining a separate coordinate template for each institution.
Client-specific schemas
Keep the fields that matter to a client engagement instead of accepting a fixed invoice schema designed for another firm.
Controlled data routes
Choose hosted processing, an own-key provider account or local Ollama based on the document and the firm policy.
Map the accounting job before choosing the extraction path
A firm may use more than one route. The deciding factors are document quality, sensitivity, volume and the required output.
| Client job | Recommended path | Reviewer checks |
|---|
| Monthly supplier invoices | Batch extraction with saved correction patterns | Vendor, invoice number, tax, line totals and grand total |
| Receipt backlog | Vision-capable provider with expense columns | Merchant, date, tax, tip, total and duplicate files |
| Digital bank statements | Read the PDF text layer before vision | Opening balance, transaction signs and closing balance |
| Scanned statements | Vision model chosen for dense tables | Page order, carried balances and missing rows |
| Client spreadsheet handoff | Excel, CSV or Google Sheets export | Column names, date types and amount formatting |
| Software workflow | API token plus completion webhook | Authentication, idempotency and failed extraction handling |
A repeatable client document routine
- 1. Separate the engagement. Use folders and labels for the client, period and document type before a batch begins.
- 2. Extract to the client schema. Keep only the fields and rows required by the workbook, import or review file.
- 3. Resolve the exceptions. Check low-confidence cells, identifiers, dates, tax and totals against the source.
- 4. Deliver and retain deliberately. Export the checked data, record the handoff and delete stored files under the firm policy.
Match the provider route to the client file
A clear invoice PDF and a blurred receipt photo do not need the same model. The workspace can route hosted jobs, use a firm-owned provider key on Pro or Ultra, or call a local Ollama model through the companion on Hobby, Pro or Ultra.
Sensitive-document rules can exclude providers whose published terms do not fit the selected policy. The firm still reviews current provider terms, client obligations and the exported result.
- Browser-only: Free source files stay outside the persistent cloud file library.
- Hosted: Use plan PE for routine work without managing a provider key.
- Firm BYOK: Use a provider account controlled and billed by the firm.
- Local: Run model inference on the workstation through Ollama.
Compare hosted, own-key, custom and local AI routes.
The accountant remains responsible for the books
Extraction produces a reviewable draft. It is not a journal entry, reconciliation, tax filing or audit conclusion.
- Confirm money, dates, tax treatment and account mappings before import.
- Keep client approval and firm review procedures outside the extraction confidence score.
- Use the accounting system as the authority for posted transactions and balances.
- Do not treat local inference as a fully self-hosted workspace. Account and workspace services remain hosted.
Questions about for accounting firms
Can one workspace handle several clients?
Yes. Use folders, labels and search to separate client records. Apply the firm access and retention policy before uploading live client documents.
Does Dynamite Docs post entries to accounting software?
No. It exports reviewed data to files, Sheets, Drive or the API. Your accounting import, integration or staff member creates the transaction in the system of record.
Can corrections be reused?
Yes. Saved correction patterns can be reused when a matching layout returns. Review the suggested result because supplier layouts and source quality can change.
Which plan supports a firm-owned provider key?
Pro and Ultra support BYOK. Own-key processing does not spend hosted PE. Hobby, Pro and Ultra support the local Ollama companion.
Continue with the exact document task
Test a client document or compare processing, storage and integration limits.