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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