SECTOR 06 · ACCOUNTANCYINVOICE & RECEIPT CAPTUREFULL AUDIT TRAIL

Document control,
audit-ready for accountancy.

Client records, invoices, receipts, payslips and engagement letters — captured, classified and extracted automatically, with version control, retention and an immutable audit trail. Cloud, on-premise or air-gapped, UK-hosted.

CLIENT RECORDS
LIVE
Sales Invoice · INV-04821
EXTRACTED · £4,820.00 · classified
Payslip Batch · Apr
CLASSIFIED · 24 documents
Year-End Pack · Acme Ltd
AIDA · document pack ready
Engagement Letter · 047-8820
PENDING · awaiting sign-off
WHY DOCFLOW FITS

Built for accountancy document work.

CAPTURE
Invoices, receipts & payslips

Automatic classification and field extraction pulls dates, amounts and parties from invoices, receipts, payslips and statements — structured data without manual rekeying.

CONTROL
Versioned & audit-ready

Full version history on every client file, with an immutable, hash-chained audit trail and configurable retention — the lineage an audit or HMRC enquiry expects.

CERTIFIED
ISO 27001 · Cyber Essentials

Mastercopy is certified to ISO 27001 and ISO 9001 and holds Cyber Essentials. Keep client data UK-hosted, on-premise or fully air-gapped.

DAY TO DAY

Features that earn their place.

🔍 Find any client document in seconds
Smart, exact, fuzzy and boolean search across every client’s records, with saved searches and bookmarks — and Aida answers grounded in your own files, not the open web.
🧾 Capture data from invoices & receipts
Classification and extraction turn supplier and sales paperwork into structured, searchable data — dates, amounts, references and parties — as it arrives.
📁 A workspace per client
Per-client workspaces with role-based access and team isolation, plus reading confirmations for engagement-letter sign-off and an audit trail on every action.
📦 Assemble year-end & filing packs
Build governed document packs with a cover page, contents and merged source PDFs — ready for year-end, filing or handover.
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