Outbooks
Managing multiple clients can mean juggling tools, chase documents, and repeating checks every month. Outworx brings it together, so your team spends less time on admin and more time getting work done.
Capture
Outworx helps you collect the documents you need from each client without the usual back-and-forth. Set what you need and when you need it, and the system sends reminders automatically or pulls documents from connected storage.
Process
Turn invoices into structured data, including supplier, date, amount, VAT, and line items. No manual rekeying or per-line-item charges.
Convert PDF bank statements into import-ready files for Xero, QuickBooks, FreeAgent and Sage.
Automate
Outworx learns from previous processing and applies the same treatment to recurring suppliers, while custom rules let you handle exceptions.
Review
Outworx checks your transactions for issues such as duplicate invoices and unusual VAT treatment before they reach the ledger.
Publish
Once everything has been reviewed, you can publish the completed transactions directly to Xero, QuickBooks, FreeAgent or Sage Online.
Coming next: Mileage calculations, supplier statement reconciliation, accruals, prepayments and a fixed asset register.
Find out more about Outworx → https://outworx.ai/
Any questions please email info@tagcommunity.co.uk
