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AUTOMATION OF INVOICE RECORDING

Ensure timely delivery of documents and streamline processing with Treemly.

Seamlessly integrates with popular software:

Synesis, 4D Wand, and Domino IS.

Enhanced Client Communication

Foster transparency and trust by providing clients with real-time access to their financial documents, simplifying collaboration.

OPTIMIZE YOUR ACCOUNTING WORKFLOW

Boost Efficiency

Reduce administrative tasks with automated document handling, improving accuracy and enabling accountants to focus on delivering high-value services.

Effortless Document Submission

Clients can quickly share digital or scanned documents via the mobile app.


Treemly automatically recognises, categorises, and stores them, helping accountants work smarter with streamlined workflows.

Photo, outlining getting documents on time.
Features

BOOSTED EFFICIENCY

IMPROVED TRANSPARENCY

REDUCED STRESS

Treemly’s automated document management speeds up accounting processes, enhancing productivity and reducing administrative workload.

Clients gain real-time access to their financial information, fostering trust and strengthening relationships with their accountants.

By evenly distributing workloads throughout the month and keeping documents up-to-date, Treemly helps eliminate the last-minute pressure often linked to fiscal deadlines.

Client-Focused Mobile App

  • Easily upload receipts and documents, giving your accountant instant access to essential info

Treemly Mobile App in Light Mode
Download from the App Store
Get it on Play Store
Treemly Desktop App on Windows Desktop
Download Treemly Application for Mac OS
Download Treemly Application for Windows

Accountant-Centric Desktop App

  • Tabular overview of submitted documents

  • Document correction before importing into accounting software

  • Archiving processed documents

  • Retrieve document PDFs

  • Create clients (account holders)

  • Create teams (assign tasks to employees)

  • And much more...

Simple and Transparent Pricing

We offer a pricing model tailored for accounting service providers, giving you access to all the tools needed to streamline your document management processes.


Only accounting service providers pay for Treemly. 

This makes it easier for clients to submit documents and collaborate with accountants without any additional costs on their end.


Treemly enables you to boost your firm's efficiency, reduce administrative tasks, and improve client satisfaction.

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