If you're an accounting firm

Most Parsli accounts are one business processing its own paperwork. A practice is not that. Your unit of work is a client, and every client sends all three kinds of paperwork — so being asked to pick one document type would mean two thirds of the answer is wrong before you start.

So when you tell Parsli you're an accounting firm, the setup changes shape. You name a client instead of picking a document type.

What one client name gets you

Adding a client creates three parsers at once:

You never choose between them. A client needs all three, so all three exist from the moment you name them.

They are split this way because they are genuinely different: each has its own fields, its own forwarding address, and — the one that matters most — its own side of the ledger. A bill and a receipt carry almost identical information, and nothing can reliably tell them apart by reading them. Filing an invoice as a bill posts it to the wrong side of the client's accounts.

One connect covers the client

Connecting a client's QuickBooks, Xero or Zoho Books wires all three of their parsers in one go. You authorise once per client, not once per document type.

If you'd rather get documents flowing first, skip it — you can connect any client's books later from that client's Outbound page. Nothing is lost by skipping.

Moving between a client's paperwork

Open any of a client's parsers and you'll see the client's name with a row of pills: Invoices, Bills, Expenses. A pill switches which one you're looking at and keeps you on the same screen — if you were on Settings, you stay on Settings.

The pill you're standing on is the answer to "what kind of document is this?" Drop a file on the Bills tab and it is filed as a bill. There is no classifier deciding for you, and nothing can be misfiled into a tab you weren't looking at.

Letting clients send their own paperwork

Each of a client's three parsers has its own forwarding address — you'll find it on that parser's Inbound page. Hand a client all three and they can forward paperwork straight in, which is the point at which you stop touching the files at all.

Where your clients appear

Once you have clients, your dashboard and sidebar group by client rather than listing parsers flat. Twenty clients is twenty rows, not sixty. "Add new client" replaces "create parser" everywhere, because that's the thing you're actually doing.

Adding more clients

The same flow. There's nothing special about the first one — "Add new client" from the sidebar or the dashboard takes you to the same place, and every client after the first is just the name field.

If you need more than intake

Everything above is part of the standard product. Separately, there is a Bookkeeping Workspace — a client list with per-client volumes and one cross-client queue that moves documents through to review → ready → published. That's a set-up-with-you product rather than something you switch on; see Premium workspaces if the thirty-clients-in-one-queue problem is the one you have.