One portal ends the client document chase.
Clients send documents by email, Viber, WhatsApp and on paper. Docavelo gives each client its own portal and gives you AI search across every client at once.
No card needed, cancel anytime
Three moments you will recognize
Three moments from a closing week that every accountant knows.
Five channels before the first booking
One client sends invoices by email, photos by Viber, and a paper envelope arrives with the rest. The sorting comes out of your hours, not theirs.
IMG_4032.jpg No label, no periodThe numbers disagree, the proof is scattered
The bank statement says one thing, the ledger another. Closing the month becomes detective work: one invoice hunted across inboxes, folders and USB sticks.
Invoice_2408_Delta.pdf Found in the third inboxThe tax authority asks for 2019
The client does not remember what was sent, and the folder lived on a former employee's laptop. The deadline is fixed and the responsibility is yours.
Purchase_ledger_2019.xlsx Deadline: 30 daysWhat changes with Docavelo
Docavelo moves the intake to your clients: each one uploads into their own portal, AI classifies on arrival, and every document is searchable the moment it lands.
- A portal per client, organized on upload
- AI search across all clients at once
- Any past year retrievable in seconds, with audit trail
Every client firm on one screen
Once you run twenty companies, the question is no longer where a document is but which client it sits with. The bookkeeping console keeps every firm you manage on one screen, with one search that runs across all of them.
6 more client firms in the list
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One overview of every client
Each firm is a card: invoices waiting, deadlines already past, and documents that arrived in the last 7 days.
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Switching between firms
Open a client's drive from the console in one click and come back without signing in again.
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A portal and inbox per client
The client uploads into their own space, and that firm's email inbox files attachments straight into its drive.
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Adding clients
Send an invitation with the tax number prefilled, or create the company yourself. The client's admin gets a link to set a password.
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Search across all clients
One query runs through every firm you manage. The AI variant takes the question in plain language.
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Deadlines in a single list
Past and upcoming deadlines from every firm in one list, with the company name on each row.
On the roadmap: importing a client list from a spreadsheet, and a per client view of the paperwork that is still missing.
Request a quote for your practiceHow it works in practice
Invite your clients
Each client gets a secure portal. They upload, you get notified. No more sorting by hand.
AI classifies on arrival
Invoices, statements and contracts are recognized, OCR'd and filed by client and period automatically.
Close the month by searching
Find any invoice by amount, supplier or period in seconds. An audit becomes a query, not a fire drill.
The search from the story, live
The same work, without the searching
Today
- Documents arrive on five channels and are sorted by hand
- One invoice takes minutes of digging to find
- A tax audit for past years is a 30 day scramble
With Docavelo
- Clients upload into their own portals
- AI finds any invoice in seconds
- Any year assembles into an evidence pack on demand
Frequently asked questions
Your documents are alive now. They move on their own.
Give your company an automated document flow, legally compliant and available at any moment.
No commitment, no credit card.
