Papertrail automatically collects everything you need from your clients. No more chasing. No more waiting. Just perfect records, ready when you need them.
📧Send reminder emails that get ignored
📞Chase clients for receipts and invoices
⏰Miss deadlines because documents arrive late
😓Spend hours on admin instead of advisory
Documents flow in automatically from email, bank feeds, and cloud storage
AI organises and categorises everything instantly
Books are always up-to-date and ready to close
You focus on high-value advisory work
Picture your firm running more efficiently, serving more clients, and delivering exceptional value—without the overwhelm.
Could be saved per client monthly
Potential client capacity per accountant
Month-end close could become
Chat directly with clients in-app. Ask for clarifications, request specific documents, and get instant responses. No more email threads.
Real-time VAT calculations with complete audit trail. See exactly what's owed, what's reclaimable, and submit with confidence.
Export perfectly formatted records to Xero, QuickBooks, or CSV. Everything categorized, reconciled, and ready to go.
Bidirectional sync keeps your practice management software and Papertrail in perfect harmony. Set it once, forget about it.
AI learns your chart of accounts and categorizes transactions automatically. Review and approve with a single click.
Beautiful iOS and Android app with your firm's branding. Clients snap receipts, approve transactions, and stay connected—all under your brand.
Papertrail could help your clients avoid costly mistakes, recover missed expenses, and stay compliant—while you transform from record-keeper to strategic advisor.
Help clients find missed expenses and correct invoicing errors that could save them thousands.
Smart reminders could help ensure clients never miss payment deadlines or incur penalties.
Help every client comply with UK Making Tax Digital requirements through digital record-keeping.
Secure digital backup of every document provides peace of mind during HMRC audits.
The Papertrail client app can be completely white-labeled with your firm's branding. Your logo, your colors, your name.
Clients snap photos of receipts, and AI does the rest—no manual entry required.
Chat directly with clients, request documents, and get instant responses.
Beautiful native apps for iPhone and Android, with your branding throughout.
With Papertrail, every transaction is matched, every receipt is filed, and every VAT code is assigned. Month-end becomes a formality, not a battle.
Your clients don't have to change their behavior. Papertrail works silently in the background, collecting everything from email attachments, bank feeds, cloud storage, and mobile receipts. When you're ready to close, everything is there.
When document collection and organisation happens automatically, each accountant could handle at least 3x more clients—without burning out.
Join forward-thinking firms who are using Papertrail to work smarter, serve more clients, and deliver exceptional value.
Create your account to join the waitlist for early access
No credit card required • Free demo session • Set up in minutes
Papertrail's Planner wakes up each morning, syncs feeds, plans the day's work, and executes—while you focus on advisory.