PackCheck — Document Intelligence for Accountancy Practices
A white-labelled document-intake and completeness-checking service built for an accountancy practice. Clients upload their year-end paperwork to a branded, secure portal; PackCheck checks what's missing automatically and turns bank statements into accounting-software-ready data — ending the manual chase and the manual re-keying.
All client names, figures, and documents shown here are illustrative mock data. The practice branding shown is the pilot client's, used with their consent.
The problem
At year end, accountants spend days chasing clients for documents, manually checking which bank statements and records are still missing, and re-keying transactions from PDFs into their accounting software. It's slow, error-prone, and easy to lose track of.
The solution
A branded, secure upload portal paired with automated completeness checking and deterministic bank-statement extraction. Clients self-serve, the practice sees exactly what's outstanding at a glance, and statements come out as accounting-software-ready exports.
Branded client upload portal
Each client gets a unique, secure link — no logins or email attachments. The portal is white-labelled to the practice, guides clients through what to upload, and confirms each document as it's recognised.
Practice dashboard with at-a-glance status
Every job and client shows a simple traffic-light status, so the practice can see who's complete, who's in progress, and who hasn't started — without opening a single email.
Automated completeness checking
PackCheck detects each bank account and tracks month-by-month coverage against the expected period, highlighting exactly which statements are still missing — so reminders are precise and the prep work is done before review even starts.
How it works
- 1Client uploads documents to a secure, branded portal link.
- 2Files are stored securely and queued for processing.
- 3OCR and table extraction (AWS Textract) read each document.
- 4Deterministic, bank-specific parsers turn statements into structured transactions.
- 5Completeness checking flags any missing months or accounts.
- 6The practice exports an accounting-software-ready pack and CSV.
Technical Stack
Application
- Next.js
- React
- TypeScript
- Tailwind CSS
AWS & Document Processing
- Textract (OCR / tables)
- DynamoDB
- S3
- SES + Cognito
- Amplify