Every client's books. One login.
For accounting firms and bookkeepers: each client is its own company in DocuBite, with its own documents, ledger, approvals and payments, and you switch between them from one menu.
In DocuBite, Lerato M. opens the company switcher, which lists four client companies under her practice, and moves from Kestrel Ridge Guesthouse to Bridgewater Traders, whose own invoices then show.
Each client is its own company. Nothing crosses over.
A new client? One more company.
Add a company with its own currency. It gets its own documents, suppliers, approval flows and payer accounts, kept apart from every other client.
In Admin, Companies, Khumalo Dairy Co-op is added (ZAR) beside 4 other companies.
Each on a different ledger? Each connects its own.
One client keeps Xero, the next QuickBooks Online, a third Sage Accounting or SAP. Every company makes its own connection, and its bills post there.
In Khumalo Dairy Co-op's Integrations, Xero is connected, accounts are synced, and the default expense account is Cost of sales.
The client wants a say? They see their company only.
An invitation names each company it opens and the role in each. Thabo K. joins Bridgewater Traders, and nothing else of yours is visible to him.
Invite a user: thabo@bridgewatertraders.co.za, Bridgewater Traders (Pty) Ltd only. Invitation sent to thabo@bridgewatertraders.co.za — 1 company.
Clients sign off on their own. You see every one.
Needs the client’s sign‑off? It waits for them.
End an approval flow with the client's own stage. Only the approver you name can decide it, and they hear by email at most once an hour.
Karoo Fuel KF-0457: Lerato M. approved · Bookkeeper check, then Waiting on Thabo K. · 2 of 2 · Client sign-off, then Thabo K. approved · Client sign-off.
Who's waiting on what? Every client, counted.
The Dashboard counts each company's open invoices and what's ready for you to approve. Each name opens that company.
Dashboard, open invoices and ready to approve per company: Bridgewater Traders (Pty) Ltd 12 and 3; Kestrel Ridge Guesthouse 7 and 0; Mthembu Hardware & Building 21 and 5; Ashford Agri Supplies (Pty) Ltd 9 and 2; Khumalo Dairy Co-op 0 and 0.
Paying a client's suppliers? The people they choose approve.
You gather the batch; it waits for someone with approval rights in that company, the client if you choose. Approving makes the payment file. DocuBite never holds the money.
Payment batch Suppliers, 9 Oct, 4 bills · 1 claim, R 10 391,70, is approved by Thabo K.. Approving makes the payment file available. No money moves until it is uploaded to the bank.
Questions firms ask first. Answered plainly.
Can a client see my other clients?
No. Access is given per company: a person sees only the companies their invitation opened, with the role you chose in each. Belonging to your organization opens no company by itself.
Does every client need a login?
Only the people who approve or pay. Your own staff can be invited to several companies in one invitation, each with its own role.
My clients use different ledgers. Is that a problem?
No. Each company makes its own connection to QuickBooks Online, Xero, Sage Accounting or SAP, and its approved bills post there, every line with its account and tax code.
Can a client's suppliers send invoices straight in?
Each company has its own address to forward or copy invoices to, so a document lands in that client's queue and nowhere else. You can also upload on their behalf.
Do I set approvals up the same way for every client?
Each company keeps its own approval flows: a one-stage check for a small trader, a bookkeeper check then the client's sign-off for a growing business.
What does it cost for a practice?
Prices aren't published yet. Request a demo, tell us how many clients and documents you handle, and we'll talk it through.
Something else? Email support@docubite.com or request a demo.
Bring one client first.
For accounting firms and bookkeepers.
Add the client whose invoices pile up worst, connect their ledger and invite them to sign off. Then add the next one when you're ready.
Questions first? Email support@docubite.com.
Each client's documents stay in their own company, in private encrypted storage.
Each client its own company, kept apart.