For bookkeeping and accounting firms

Client bills,
done for you.
You sign off.

We set up and run every client file. DocX reads and GST-checks each bill, our team clears the exceptions, and your firm approves. Nothing to install. You give us access once; we do the rest.

Book a walkthrough See packages
  • ✓ Setup included
  • ✓ Priced per client, per month
  • ✓ AUD, excluding GST
TAX INVOICE  INV-20418Sample

Southern Fresh Produce Pty Ltd

ABN 00 000 000 000
Date 02/10/2026 · Due 16/10/2026

  • Basil 1kg  2 × 18.5037.00
  • Lemons 5kg  1 × 12.0012.00
  • Rice 25kg  3 × 54.00162.00
  • Delivery15.00
  • GST1.50
  • Total227.50

Read by DocX

Supplier
Southern Fresh
Lines
4
GST-free
$211.00
Taxable
$15.00
GST
$1.50
Total
$227.50
  • ✓ Totals match
  • ✓ GST correct
  • ✓ Supplier matched
Draft bill ready
  • ✓ Setup included
  • ✓ Line items on every package
  • ✓ Made for Australian GST
  • ✓ Works with Xero, Odoo, QuickBooks and MYOB

How it works

We set it up, run it and check it

You give us access to each client’s ledger and accounts inbox once. Then every bill runs through five steps.

  1. We set it up

    Ledger, inbox and your coding rules.

  2. Bills arrive

    Clients email them as they do today.

  3. DocX reads

    Every line; GST, totals and duplicates checked.

  4. We review

    Our team clears the exceptions. On Capture + Review.

  5. You sign off

    Approve, and it posts to the ledger.

Built for Australian books

Checks an Australian bookkeeper would make

Overseas capture tools read the numbers. DocX also checks them against the rules your BAS is built on.

Invoice INV-20418

Southern Fresh Produce · Sample

Draft bill ready
  • ✓ Line totals vs subtotal$226.00 = $226.00
  • ✓ GST on taxable lines$1.50 correct
  • ✓ GST-free produce3 lines
  • ✓ Duplicate of an earlier billNone found
  • ✓ SupplierMatched to existing contact

Every line item

Descriptions, quantities, unit prices, tax and account codes for each line, even on long supplier invoices.

Bank statements

PDF statements read line by line. A statement counts as one document per 30 pages.

Credit notes and supplier statements

Recognised as their own document types, with GST carried through correctly.

Source document and full history

Every bill reaches the ledger with its source document attached, and every change and approval is kept.

Ledgers

Works with your ledger

Clients on different ledgers sit in the same firm. One price per client file, whatever the ledger.

  • Xero
  • Odoo
  • QuickBooks
  • MYOB

Packages

Priced per client, per month

Every package includes setup, the automation flow and line items.

Capture

Every bill read and checked, drafted for your team.

$20per client / month

  • Up to 100 documents a month
  • Setup and automation flow
  • Every bill read and GST-checked
  • Duplicates caught
  • Draft bills for your team to review
Book a walkthrough
Most firms

Capture + Review

Coded to your rules, exceptions cleared before you look.

$69per client / month

  • Up to 250 documents a month
  • Everything in Capture
  • Coded to your rules, under your supervision
  • Exceptions cleared before you look
  • One review queue across all your clients
Book a walkthrough

Larger client files

The Capture + Review service for high-volume clients.

Quoteper client / month

  • Over 250 documents a month
  • Same service as Capture + Review
  • Priced after a sample month
  • One fixed monthly price per client
Ask for a quote

What setup covers

Ledger and inbox connected, chart of accounts, suppliers and tax rates loaded, your coding rules agreed in one onboarding call, and the first month run alongside your team. Included for firms starting with at least 5 client files.

A busy month?

Work never stops. If a client goes over its package, we tell you and the file moves up a package from the next month.

Launch pricing. AUD, excluding GST, billed monthly.

Documents

What counts as a document

Package limits count documents, not pages. The same rules apply on every package.

ItemCounts asExample
Bill, invoice, receipt or credit note1 per 10 pagesA 3-page produce invoice with 40 lines is 1 document
Bank or card statement1 per 30 pagesA 90-page statement is 3 documents
Supplier statement1 per 10 pagesA monthly supplier statement is 1 document
Delivery docket or remittance1A docket photographed at delivery
Duplicates, failed files and reprocessing0A bill forwarded twice counts once

FAQ

Questions

Still not sure? Book a walkthrough and ask us on your own client bills.

What does my firm need to do?

Give us access to each client’s ledger and accounts inbox once, and spend one call agreeing your coding rules. We do the setup and run the files. Your team reviews and signs off.

Which accounting software do you work with?

Xero, Odoo, QuickBooks and MYOB, with the source document attached to every bill. Clients on different ledgers can sit in the same firm.

Who is responsible for GST and the BAS?

Your firm. We read the documents and code them to your rules under your supervision; your registered agent reviews, approves and lodges. We do not provide tax agent or BAS agent services.

What if a client has a busy month?

Work never stops. If a client goes over its package, we tell you and the file moves up a package from the next month.

How long is client data kept?

For the life of the client file and up to seven years after. Our Privacy Policy explains how we handle information.

Does DocX approve or pay bills?

No. Your team approves each document, and payment happens in the client’s accounting software.

Can businesses sign up directly?

Not yet. For launch, DocX is offered through bookkeeping and accounting firms.

Getting started

How your firm starts

From the first call to signed-off bills every month.

  1. Walkthrough

    We show DocX on sample bills from one of your clients.

  2. Agreement

    Service agreement signed. At least 5 client files, a package chosen per client.

  3. We set it up

    Ledger and inbox connected. Chart, suppliers and tax rates loaded. Rules agreed in one call.

  4. First month together

    We run the first month alongside your team and tune anything that needs it.

  5. Live every month

    Bills read and checked, your firm signs off, one monthly invoice per firm.

Book a walkthrough

Tell us about your firm. We will show DocX on sample bills from one of your clients, then set up your first client files and run the first month with you.

[email protected]

We call Monday to Friday, 9am to 5pm, Albany time (AWST).

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