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Claude API credit looks exhausted — document reads will fail until you top up. Top up on Anthropic console →

{{ greeting }}, {{ userFirst }}

Here's what's happening across your clients today.

Clients

To review

Clients with gaps

Filed in {{ dash.monthLabel }}

Team notes

Urgent

→ {{ n.assignee }}

Items to action

line items across all clients

Ready to file

To review

Documents filed

over the last 30 days

Clients overview

No clients match “{{ homeClientSearch }}”.

No clients yet. Add one from Upload Centre to get started.

Missing statement periods

No missing periods — every account's coverage is continuous. ✓

Recent activity Last 50 documents

Date	Client	Type	Document	Filed by
{{ ra.dateLabel }}	{{ ra.clientName }}	{{ ra.typeLabel }}	{{ ra.fileName }}	{{ ra.filedBy }}

Nothing filed yet. Head to Upload Centre to get started.

Flynn Accounting · Document Extractor

Upload a document

Choose the client, pick what you're uploading, and we'll read it with AI. Review the rows, then file them against the client.

Preview modeNot connected to the server yet — showing sample data so you can see the workflow. Deploy extractor-api.php to go live.

1Client

No clients match "{{ uploadClientSearch }}"

Filing to this client

No clients yet — add your first with + New client.

2What are you uploading?

3Files

Drag & drop files here, or browse

{{ toolAccept }} · up to 20 files · add as many as you like

Snap several photos one after another — they'll all be added.

File automatically when it reconciles

The first copy of each line is kept. Nothing is filed yet — review the table before saving.

You can still file it if this is intentional.

No IBAN or account number was read from this statement. Enter one below so it files as its own account.

Account — check & correct

✓{{ g.matchNote }}

Bank

IBAN

Account no.

Account name

Currency

Date	Details	Debit	Credit	Balance

Review invoices · {{ draftCount }} rows

Date	Supplier	Invoice no.	Reference	Net	VAT	Gross

Totals				{{ draftNet }}	{{ draftVat }}	{{ draftGross }}

Flynn Accounting · Document Extractor

Tax Return Letter Summary

Upload a Form 11/12 export from your income tax software and prepare a client-ready summary on your letterhead. Nothing is stored — the letter stays on your screen to edit, print or save as PDF.

Step 1 · The tax return export

Drop the PDF or HTML export here

or click to choose a file · PDF or HTML from Relate / ROS

Step 2 · Options

Add preliminary-tax guidance Notes the preliminary tax paid, the net owed, and a recommended amount to pay for next year.

Salutation

Signed by

Extra paragraph · optional, added before the sign-off

The summary is a first draft — always review the figures against the return before sending.

Saved letters

Open

Reading the return & drafting the letter…

This usually takes 15–40 seconds. Please keep this tab open.

Click any text to edit · Ctrl+Z undoes

Signed by

Signature

Salutation

Flynn Accounting and Tax Services Limited T/A TaxAssist Accountants Wicklow

Unit 3, Dargle Centre, Castle Street, Bray, Co. Wicklow, A98 A061 · Tel: 01 531 1020 · Eamonnflynn@taxassist.ie

Flynn Accounting & Tax Services Ltd T/A TaxAssist Accountants Wicklow · Unit 3, Dargle Centre, Castle Street, Bray, Co. Wicklow, A98 A061 Confidential

Flynn Accounting · Document Extractor

Management Accounts

Upload a trial balance — PDF, Excel or CSV — and enter the client details. We read the full trial balance and prepare a client-ready profit & loss account and balance sheet on your letterhead. Nothing is stored until you save it.

Step 1 · The trial balance

Drop the trial balance here

or click to choose a file · PDF, Excel (.xlsx/.xls) or CSV

Tip: an Excel or CSV export of the trial balance reads fastest and cheapest. A PDF trial balance works too.

Step 2 · Client details

Client · fills the name and reuses the details from their last pack

Client / company name

Type of business

Registered address · one line each, optional

Period start

Period end

Date of preparation

The accounts are a first draft — always review the figures against the trial balance before sending.

Saved accounts

Open

Reading the trial balance & preparing the accounts…

This usually takes 15–40 seconds. Please keep this tab open.

Click any figure or heading to edit

Flynn Accounting · Document Extractor

Saved Accounts

Every set of management accounts your office has saved. Open one to view, edit or save it again as a PDF.

Open

No saved accounts yet

Head to Management Accounts, upload a trial balance and save the pack — it will appear here for the whole office.

Flynn Accounting · Document Extractor

API Spend

What the office has spent on Claude for reading documents. The headline figures count every AI call — reads, re-reads, letters and management accounts. For the exact amount billed, and to top up, see your Anthropic console.

Credit looks exhausted — the last call was rejected for billing. Top up to resume reading documents.

Top up →

{{ dash.spendMonthCalls }} AI calls this month

All time

{{ dash.spendCalls }} AI calls total

Model: {{ dash.spendModel }}

The per-call ledger has no data yet, so these figures are estimated from filed documents only and undercount re-reads and letters. Once the latest server file is deployed, every call is counted.

Estimated spend by client

No spend yet.

Per-client figures are estimated from each client's filed documents. The month and all-time totals above are the true spend from the call ledger.

Server check

The hosting settings that decide whether a long statement survives. Re-run this after any hosting change.

Flynn Accounting · Document Extractor

Clients

Add a client

Client name

Business type

Contact name

Contact email

{{ c.bankN }} bank {{ c.purchN }} purchase {{ c.salesN }} sales {{ c.lastLabel }}

AI {{ c.costLabel }}

No clients match your search.

Flynn Accounting · Document Extractor

Inbox

Documents your clients have uploaded through their secure links, waiting to be reviewed. Send one to the extractor to read it, then file it as usual.

Waiting for review

“{{ it.note }}”

Inbox is empty

When a client uploads documents through their link, they'll appear here. Give a client their link from the Clients tab.

Recently processed

✓

{{ it.clientName }} · {{ it.fileName }}

Flynn Accounting · Document Extractor

Users

Invite colleagues to use the same secure database. Passwords are stored only as encrypted hashes — never in any file, never readable.

New colleague

Full name

Username

Temporary password (min 8)

Office PIN (optional)

Role

Owners can manage users; staff can use everything else.

Creator

@{{ u.username }} · {{ u.pinLabel }}

No colleagues yet. Use + Invite colleague to add your first.

Flynn Accounting · Document Extractor

New client

Business name *

Business type

Contact name

Phone

No clients yet

Click + New client to add your first one.

No matches

No clients match your search.

Client

No bank account yet

Client file

No documents filed yet

Head to Upload Centre, choose this client, and extract a bank statement or invoice.

{{ txnResultCount }} results

No transactions match that search.

No original document was stored for this entry.

Details

Supplier

Date

Status

Document type

Invoice no.

Reference

Category

Currency

Net (€)

VAT (€)

Gross (€)

VAT %

Notes

Changes save automatically.

Purchases inbox · {{ invCount }}

Status	Date	Supplier	Category	VAT	Total
{{ p.statusLabel }}	{{ p.date }}	{{ p.supplier }}{{ p.kindLabel }}	{{ p.categoryLabel }}	{{ p.vatLabel }}	{{ p.grossLabel }}
Totals				{{ totalVat }}	{{ totalGross }}

No purchases yet

Extract a purchase invoice in Upload Centre and file it to this client.

No original document was stored for this entry.

Sales invoice details

Customer

Date

Status

Invoice no.

Reference

Currency

Net (€)

VAT (€)

Gross (€)

VAT %

Notes

Changes save automatically.

Sales inbox · {{ salesCount }}

Status	Date	Customer	Invoice no.	VAT	Total
{{ p.statusLabel }}	{{ p.date }}	{{ p.supplier }}{{ p.kindLabel }}	{{ p.invoice }}	{{ p.vatLabel }}	{{ p.grossLabel }}
Totals				{{ salesTotalVat }}	{{ salesTotalGross }}

No sales invoices yet

Choose Sales invoice in Upload Centre, extract it, and file it to this client.

No bank statements yet

Extract a bank statement in Upload Centre and file it to this client.

Statement month From To

No transactions that month

Pick a different month above.

Set account details

Bank

Account no.

IBAN

Account name

Currency

Same account showing twice? Merge this one into: All statements and transactions move into the account you keep — nothing is deleted.

Statement coverage

Reconciliation

Statements

Date	Details	Debit	Credit	Balance	Source
{{ r.date }}	{{ r.desc }}	{{ r.out }}	{{ r.in }}	{{ r.balance }}	{{ r.source }}

Source documents

No stored documents

Original PDFs and images you upload will appear here for preview and download.

Upload history

{{ h.savedWhen }} · {{ h.count }} rows

Reading your {{ exFileLabel }}

You can keep working — we'll flag it here when it's ready. Just keep this tab open.

Client upload link

{{ linkEnabledLabel }} · {{ linkPinLabel }}

Their private link

Anyone with this link can upload documents for this client only — they can never see any data. Share it by email or text.

{{ greeting }}, {{ userFirst }}

Upload a document

Tax Return Letter Summary

Management Accounts

Saved Accounts

API Spend

Clients

Inbox

Users

{{ browseTitle }}

{{ selectedClientName }}