By role · Firms
Hundreds of clients, zero data mix-ups.
Every firm client has their own invoices, receipts and documents. LOCRAI separates organizations, assigns team roles and speeds processing when closing peaks hit.
The typical desk
Three multi-client firm pain points.
- 01Switching between clients without mixing documents and master data.
- 02Facing month-end peaks with the same team, on volumes that double.
- 03Transcribing data from PDFs arriving via email, certified mail or different portals.
- 04Exporting data to different accounting software per client, with non-uniform file formats.
How LOCRAI helps
Native multi-organization, not a workaround.
- 01
One login, separate contexts
Each client is a distinct organization. Switch context in one click; documents and data never overlap.
- 02
Roles for the firm team
Granular permissions: who uploads, who reviews, who exports. Traceability on every run.
- 03
Throughput when you need it
Parallel processing on large volumes. Fewer late nights retyping invoices before tax deadlines.
- 04
Configurable export per client
Custom CSV, JSON or XML formats per organization; webhooks to automate import into accounting software.
- Typical documents
- Supplier and sales invoices · Receipts · Bank statements · Payment receipts · Delivery notes · Order confirmations · Generic documents
The flow
From client file to data ready for posting.
- 01
Per-organization intake
Each client has its own context: documents via certified email, inbox, upload or API — isolated per organization.
- 02
Reading different layouts
Invoices, receipts and bank statements read with one engine, without a template for every client supplier.
- 03
Fiscal checks
Totals, rates, VAT and IBAN verified automatically; anomalies flagged before export to accounting software.
- 04
Firm review queue
Documents below threshold stay in review with full traceability: who checked, what was corrected.
- 05
Multi-format export
CSV, JSON, XML or webhook to the client's accounting or ERP system — one flow per organization.
Questions from firms
No. Each organization is isolated. Infrastructure is EU-based and GDPR-compliant.
Yes. Professional and Enterprise plans are built for high volume and multiple contexts.
Tell us about your firm.
Share how many clients you serve and what documents you receive: we'll propose a concrete flow.