Glivent for accounting & bookkeeping

Turn client documents into complete jobs your team can start and finish.

A client may send ten files and still leave the one item that holds up the job. Glivent can match documents to the right client and period, follow up routine gaps, update the practice workflow and prepare the work for professional review.

See an example client job Discuss your operation

Client records and requestsRecurring jobs and workpapersReview, lodgement and client updates

Example client jobGlive Flow

Client emailPortal uploadAccounting file

CLIENT JOBFY26 accounts · Hartley Group

In preparation

Documents matchedClient, entity, period and request item confirmed
Routine follow-up sentTwo clearly missing records requested
Transaction needs accountant reviewLedger entry and source evidence included

CONTROL POINTAccountant decides treatment and job readiness

Workpapers readyClient updated

Routine document work continues while professional judgement stays with the firm.

The real work

Receiving a file does not mean the job is ready.

The expensive part is often working out what arrived, whether it belongs to the right entity and period, what is still missing and who needs to act before the deadline moves closer.

Every client supplies records differently

Documents arrive through portals, inboxes, cloud accounting files, shared folders and phone follow-up, often with inconsistent names or no clear period.

One missing item can stop the whole job

A bank statement, payroll report, signed authority or explanation may hold up work even when the request appears mostly complete.

The same checks repeat across every period

Staff compare received records with last period, the ledger, workpaper requirements and the firm's job checklist before work can progress.

Clients need useful updates, not more chasing

The firm needs to explain exactly what is missing, avoid requesting the same item twice and show when the job has moved into review or lodgement.

One practical starting point

Turn a client document request into a complete job ready for accountant review.

This is one example of what Glivent could do in your firm. During discovery, we would adapt it to your service mix, client portal, practice management, accounting files, workpapers and review process.

01
Issue the approved request
Prepare the client and period-specific list using the firm's current job requirements.
02
Match what arrives
Connect each email, upload and attachment to the correct client, entity, job, period and request item.
03
Resolve routine gaps
Send approved reminders for clearly missing records and keep received, outstanding and unusable items visible.
04
Prepare the job
File the source documents, update the practice workflow and assemble the agreed workpaper or bookkeeping inputs.
05
Route professional questions
Present unusual transactions, inconsistent evidence and unresolved accounting or tax questions with their source.

Your practice and accounting systems remain authoritative. Glive can collect records, apply approved checks, update jobs and complete routine client follow-up. Accountants and bookkeepers decide professional sufficiency, accounting treatment, tax positions, advice and final lodgement or release.

The Glive System

Connect the client request with the work your team actually needs to complete.

Staff should not need to compare the portal, inbox, practice job, accounting file and workpaper checklist to find out why a job is waiting.

Glive Flow

Keep the document cycle moving.

Match incoming records, run agreed checks, issue routine follow-up, update job status and route exceptions with the source attached.

Glive Chat

Use the firm's approved procedures and client context.

Help authorised staff find current checklists, engagement details and internal guidance without opening unrelated client files.

Glive Pod

Keep suitable financial-document work onsite.

Approved tasks involving client financial records can use Private AI on the Glive Pod when local processing is the right design choice.

Workflows worth testing

Start with the recurring work that creates the most client chasing.

Discovery checks what your practice management, client portal, document, accounting, tax and workpaper systems already handle before another workflow is proposed.

Recurring document collection

What arrives: A BAS, bookkeeping, tax or year-end job opens with a client-specific list of required records.
What Glive does: Glive issues the approved request, matches incoming files, updates the job and follows up items that are clearly outstanding.
Control point: Complete routine items continue automatically. Unclear, inconsistent or professionally insufficient records go to the assigned team member.

Client and entity onboarding

What arrives: A new client supplies identity, entity, authority, engagement and accounting information.
What Glive does: Glive checks the firm's approved administrative requirements, creates permitted records and tracks missing information or signatures.
Control point: Clean administrative steps can continue. The firm decides client acceptance, verification exceptions, scope, conflicts and professional risk.

Bookkeeping and reconciliation exceptions

What arrives: A transaction cannot be matched, coding is uncertain or supporting evidence is missing.
What Glive does: Glive gathers the relevant ledger entry, source documents and prior approved treatment, then completes routine follow-up or assigns the exception.
Control point: Approved repeat rules can run automatically. Accounting treatment, material exceptions and client advice stay with the responsible professional.

Review and lodgement handoff

What arrives: Prepared work reaches the firm's review stage with workpapers, source records and open questions.
What Glive does: Glive checks that the agreed evidence is present, presents open items and records the review outcome before completing approved downstream steps.
Control point: The reviewer decides whether the work is sufficient, what changes are required and whether anything can be lodged, issued or communicated.

Existing systems

Your client, accounting and practice records stay in charge.

Glivent first checks the features already available in your practice management, client portal, document, accounting, tax, workpaper and electronic-signing tools. The aim is to improve the work between them, not create another client ledger.

Your systems and professional staff remain authoritative for

Client, entity, engagement, authority and verification records
Ledgers, source documents, payroll, tax and workpapers
Accounting treatment, advice, review and professional conclusions
Job status, correspondence, lodgements, billing and retention

Glive can use them to complete approved work

Document requests, uploads, emails and client responses
Matching, completeness checks and routine client follow-up
Practice-job updates, workpaper preparation and exception queues
Approved communication and downstream steps after review

Go deeper

Accounting and bookkeeping questions and practical guides.

These resources explain client document collection, professional records, onboarding and Private AI for financial documents in more detail.

Can an accounting firm use Private AI for financial documents?

Yes. Glivent Private AI can classify approved financial documents, extract selected information or search firm knowledge while processing that model task onsite. Staff keep the original source beside the result, and access can be limited to the clients and work each person is authorised to handle.

Read the full answer

How can Glivent reduce client document chasing in an accounting firm?

Glivent can review how requests are prepared, how incoming files are identified and what staff do when information is missing. A useful workflow may organise follow-up and work assignment around the firm's existing practice and document systems.