For accounting firms: a workspace per client, and you see them all
Your clients upload, Wasli reads and checks, and you review and approve in one place instead of scattered files.
This is what your firm would see
Your clients
Al Waha Restaurant · Documents
- Vegetables invoice412.50To review
- Fuel receipt95.00Ready
- Electricity bill1,240.00Awaiting approval
Synthetic sample data for illustration. The names and figures are invented.
What works today
- A separate workspace per client, with its own data and documents
- Roles (owner, admin, member, viewer) and invite links valid for 7 days. Roles and their permissions are proposed
- Approval policies: for example, any amount above a limit you set needs an accountant's approval
- A client health page: where documents are piling up
- Upload through an API with keys, and CSV and Excel export
- The proposed price: $9 per active client per month, with 100 pages per client
Not built yet
- A dedicated email address per client for sending documents
- A tax-deadline dashboard and email alerts
- A direct connection to the accounting software your firm uses