Record-linked files
Keep the source nearby
Associate supporting documents with the relevant accounting or customer record instead of relying on disconnected folders.
Document management
Keep supporting documents close to your books.
Attach supporting files to the relevant records so your team can review the context behind everyday accounting work.
- Record-linked files
- Common file formats
- Permission-aware access
Designed for everyday accounting
More clarity at every step of document management.
Bring the important details together in a workflow your team can understand.
Common file formats
Use familiar file formats
Supported attachments include PDF, JPG, PNG and WEBP, with a 10 MB limit per file.
Permission-aware access
Review within the workspace
Use the available attachment controls in the record context, subject to your access permissions.
A more organized routine
From the first detail to a clearer document management workflow.
- 1
Open the relevant record
Start with the right business context.
- 2
Choose a supported file
Keep the important details together.
- 3
Upload and review
Review the records with confidence.
- 4
Return to the source when needed
Continue with a clear view of the next step.
Why businesses choose Accounttally
Simple financial workflows.
Better business visibility.
Organized records
Keep customer, supplier and transaction information in the right place.
Useful financial summaries
Review the accounting reports that support your everyday decisions.
Traceable accounting
Follow posted records and explicit corrections back to their source.
A connected workspace
Use web and supported desktop workflows for your business.
See the bigger picture
See your business finances in one workspace.
Connected records help you understand the detail behind your financial position.
We're here to help
Questions about document management?
How can Accounttally help with document management?
Attach supporting files to the relevant records so your team can review the context behind everyday accounting work.
How do I get started?
Talk to our team about your business and the workflows you need. You can also explore the plans or open the web workspace to create an account.
Can I use Accounttally on web and desktop?
Accounttally has a connected web workspace and an offline-first desktop client. Initial desktop sign-in and device setup require connectivity; some workflows remain online-only.
What should I know about document management?
A file attachment does not automatically create or post an accounting transaction. WhatsApp bill intake is not currently available.
Where can I find pricing or ask a question?
Explore the Pricing page for Starter, Business and Custom options. Use the Home inquiry form to discuss your requirements with the Accounttally team.
Have a different question? Talk to our team