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Plans and Features for Streamline

Professional

1

partner user


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Free practice dashboard

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Free unlimited practice files

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Extracts data from receipts and invoices

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Publishes automatically to connected accounting software on a schedule

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Automatic employee expense management

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Data Extraction from Bank Statements

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Automatically applies nominal codes, projects and tax rates

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Collects items from PayPal & Dropbox

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Instantly reconcile transactions with integrated bank feeds

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Automatically identify missing paperwork from integrated bank feeds

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Boost extraction speed for urgent items

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Communicate in-app with clients to resolve item queries

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Dedicated Customer Success Manager

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Personal account management

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Team efficiency analysis

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Client reporting and analysis

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Bespoke client onboarding service

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Marketing assets

Practice

2-10

partner users


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Free practice dashboard

White Checkmark

Free unlimited practice files

White Checkmark

Extracts data from receipts and invoices

White Checkmark

Publishes automatically to connected accounting software on a schedule

White Checkmark

Automatic employee expense management

White Checkmark

Data Extraction from Bank Statements

White Checkmark

Automatically applies nominal codes, projects and tax rates

White Checkmark

Collects items from PayPal & Dropbox

White Checkmark

Instantly reconcile transactions with integrated bank feeds

White Checkmark

Automatically identify missing paperwork from integrated bank feeds

White Checkmark

Boost extraction speed for urgent items

White Checkmark

Communicate in-app with clients to resolve item queries

White Checkmark

Dedicated Customer Success Manager

White Checkmark

Personal account management

White Checkmark

Team efficiency analysis

White Checkmark

Client reporting and analysis

White Checkmark

Bespoke client onboarding service

White Checkmark

Marketing assets

Enterprise

11 plus

partner users


Contact Us

White Checkmark

Free practice dashboard

White Checkmark

Free unlimited practice files

White Checkmark

Extracts data from receipts and invoices

White Checkmark

Publishes automatically to connected accounting software on a schedule

White Checkmark

Automatic employee expense management

White Checkmark

Data Extraction from Bank Statements

White Checkmark

Automatically applies nominal codes, projects and tax rates

White Checkmark

Collects items from PayPal & Dropbox

White Checkmark

Instantly reconcile transactions with integrated bank feeds

White Checkmark

Automatically identify missing paperwork from integrated bank feeds

White Checkmark

Boost extraction speed for urgent items

White Checkmark

Communicate in-app with clients to resolve item queries

White Checkmark

Dedicated Customer Success Manager

White Checkmark

Personal account management

White Checkmark

Team efficiency analysis

White Checkmark

Client reporting and analysis

White Checkmark

Bespoke client onboarding service

White Checkmark

Marketing assets

STREAMLINE

Our flagship platform features accelerated processing and management tools so you can source, process and manage expense data with even more efficiency.

Simple automation that saves you time. What you do with it is up to you.

If you are interested in understanding more about Optimize speak to an expert today