Invoices, resends, and approval replies arrive in separate threads.
Invoice Review Software
Invoice prep and approval workflow for Canadian bookkeeping firms using QuickBooks Online.
Validate and approve invoices in one workflow. Plaincount catches duplicate, tax, and coding issues before creating the QuickBooks bill.
First 20 invoices free. No credit card. No contract.
Invoice review gets fragmented fast
The invoice may be in one tool while the decision, coding note, and approval live somewhere else.
Capture tools
Documents may be collected and extracted before the team finishes its review.
Spreadsheets
Teams create side lists to track exceptions, owners, and missing decisions.
QuickBooks Online
Issues become accounting cleanup when review happens after posting.
One posting queue for QuickBooks bills
Plaincount brings invoice details, duplicate checks, GST/HST validation, and approval into one seamless posting workflow.
- 01
Collect
Receive the invoice and retain the source PDF.
- 02
Validate
Check extracted details against the document.
- 03
Address Issues
Catch duplicate, GST/HST, and coding discrepancies.
- 04
Approve
Approve once to authorize bill creation.
- 05
Create Bill
Plaincount creates the Bill or Expense in QuickBooks Online.
Issues to resolve before month-end
Duplicates
Catch repeated documents and possible duplicate invoices before the QuickBooks bill is created.
Tax mismatches
Compare tax details with the source invoice and the intended QuickBooks treatment.
Coding gaps
Resolve missing vendors, accounts, and other posting details.
Approval gaps
Keep pending and completed decisions visible to the team.
Built for teams responsible for clean books
QBO bookkeeping firms
Review invoices and create approved Bills or Expenses in QuickBooks through a cleaner review workflow.
Accounting teams
Unify invoice prep, issues checking, and QuickBooks bill creation.
Outsourced bookkeeping teams
Keep source documents, exceptions, and approval status together during handoffs.
Review-led operations
Support teams that want automation to assist decisions without hiding them.
The old way compared with Plaincount
| Area | Fragmented review | Plaincount |
|---|---|---|
| Queue | Invoices and exceptions spread across inboxes and side lists. | A single Posting Queue for invoice validation and approval. |
| Quality checks | Issues are often discovered after entry or during month-end review. | Plaincount catches duplicate, tax, and coding issues before creating the QBO bill. |
| Approval | The decision may live in email or an undocumented handoff. | Approval status and review history stay with the invoice. |
| Accounting record | QuickBooks may receive inaccurate transactions that require month-end cleanup. | Create approved QuickBooks Bills or Expenses after review. |
Invoice review software FAQ
What is invoice review and approval software?
Invoice validation and approval software prepares invoices, checks for issues, and lets your team approve and post them as QuickBooks Online bills in a single unified workflow.
Who is Plaincount built for?
Plaincount is built for bookkeeping firms, accounting teams, and outsourced bookkeeping teams that approve invoices and post them to QuickBooks Online.
What invoice issues can teams review?
Teams can catch repeated documents and possible duplicates, tax mismatches, missing or incorrect coding, required fields, and approval gaps.
Does Plaincount replace QuickBooks Online?
No. QuickBooks Online remains the system of record. Plaincount provides a unified approval-to-posting workflow before creating bills in QBO.
Is approval automatic?
Plaincount is designed around human approval before creating the bill. Your team can inspect the source document and invoice details before making the decision.
Explore related workflows
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Stop invoice mistakes before they reach QuickBooks.
Plaincount prepares your invoices, flags duplicates and GST/HST issues, and creates the QuickBooks bill after approval.
First 20 invoices free. No credit card. No contract.