Workspace Dashboard
Review recent conversions, generated documents, and workspace history from one cloud dashboard built for accounting workflows.
Dashboard Modules
Recent Conversion Activity
Review recent PDF to Excel conversions and exported files from one unified workspace dashboard.
Saved Invoices and Receipts
Keep generated invoices and payment receipts organized inside the same cloud workspace you use for conversion tasks.
Workspace History Review
Use activity history to revisit recent actions, generated outputs, and saved records across all your sessions.
Account Data Export
Export cloud workspace data for backup and accounting records whenever needed.
Document Status Tracking
See which files were processed, exported, or saved as part of your recent accounting workflow.
Unified Workspace Dashboard
Bring recent activity, saved documents, and client records into one place without switching between multiple tools.
Built for Unified Accounting Workflows
The workspace dashboard helps you review recent activity, saved documents, and client records seamlessly across your accounting practice.
Workspace data is securely stored in your authenticated account, allowing you to access your tools, history, and generated outputs from any modern web browser.