Turn messy client data into clear, automatic insights

Upload Iris, Xero, QuickBooks or spreadsheet exports. Docoproco cleans, validates and enriches every document, surfacing late payers, over-spend, utilisation issues and cashflow risks in seconds.

  • Detect late payments, over-budget categories and risky trends automatically
  • See staffing utilisation, margin squeeze and expense spikes at a glance
  • Replace fragile Excel macros with a single automated insight engine
Docoproco Insight EngineDocumentsInsights Out

Payment overdue

3 clients over 30 days late · £42,300 outstanding

Built for Modern Accounting Practices

Save time. Catch issues. Impress clients.

Save Hours on Every Reporting Cycle

Automate the manual work of reviewing client files. What used to take 2+ hours now takes minutes.

Works With Your Existing Client Files

Upload Iris, Xero, QuickBooks, or any spreadsheet. No need to change your workflow.

Instant Red-Flag Alerts

Catch anomalies, errors, and risks automatically. Never miss important issues again.

How It Works

From file to insights in three simple steps

1

Upload Your Client Files

Drag and drop Iris, Xero, QuickBooks files, or spreadsheets

2

Get Instant Insights

Automated dashboards, KPIs, and red-flag alerts in seconds

3

Share With Clients

Export professional reports or share interactive dashboards

How We Compare

See why practices are switching to Docoproco

FeatureDocoprocoDextFathomIris
Data Ingestion
CSV/XLSX from Iris, Xero, QuickBooks
Multi-platform CSV/XLSX
Iris, Xero, QuickBooks + auto validation
Partial
PDF-first, limited CSV
No ingestion
Requires manual mapping
Native
But slower & clunky
Data Enrichment
Full enrichment
Budget variance, overdue, utilisation, risk scoring
None
Basic
None
Real-Time Insights
10–15 seconds
Instant after upload
Sync delays
Manual refresh
Slow
Red Flags & Alerts
Automatic alerts
Expense spikes, late invoices, margin drops
None
None
None
Multi-Source Data Blending
Seamless blending
Combine Iris + Xero + CSV
None
Extremely limited
None
Dashboard Quality
Modern, interactive, fast
Basic
Static
Outdated
Time to Insight
10–15 seconds
Hours of setup
Hours
Templates required
Slow

Simple, Transparent Pricing

Choose the plan that fits your practice. Cancel anytime.

Starter

£79/month

Perfect for small practices

  • Up to 20 clients/month
  • All file formats
  • Basic insights
  • Email support
Start Free Trial
Most Popular

Growth

£179/month

For growing practices

  • Up to 50 clients/month
  • All file formats
  • Advanced insights
  • Priority support
  • Custom branding
Start Free Trial

Pro

£329/month

For established firms

  • Unlimited clients
  • All file formats
  • Full automation
  • Dedicated support
  • Custom branding
  • API access
Start Free Trial