PRODUCT OVERVIEW
Complete visibility and control across claim evidence workflows
instaClaim centralizes accounting data, project periods, expense categories, statement files, invoices, and generated reports so claim preparation is easier to review and repeat.
The platform connects evidence intake, Xero-first accounting review, bank-statement redaction, report configuration, invoice downloads, and spreadsheet exports with role-based access and audit-ready history.
ALL AT A GLANCE
instaClaim Features
Everything you need to prepare, review, and export claim evidence within one connected workspace.
Core Operational Modules
Connect: Accounting Data
Review imported accounting records and keep claim preparation aligned with Xero-first workflows.
Configure: Claim Reports
Define projects, periods, categories, and report settings before generating evidence-backed outputs.
Redact: Bank Statements
Route uploaded statements through secure redaction workflows before evidence is shared or exported.
Review: Evidence Quality
Check mappings, files, and generated outputs before a claim pack is finalized.
Export: Claim Packs
Download invoice bundles, expense summaries, and report outputs for client or reviewer handoff.
Evidence and File Control
Centralized Evidence Management
Single source of truth for claim projects, documents, categories, and supporting records.
Statement and File Tracking
Track uploaded files, generated documents, and review status with clear ownership.
Expense Category Mapping
Map expenses into claim-ready categories with reviewable changes and permissions.
Evidence Reconciliation
Reconcile imported accounting data, uploaded evidence, and generated reports before export.
Data & Master Records
Projects and Categories
Define claim projects, periods, and expense categories to support consistent report generation.
Clients and Contacts
Manage client and organization contacts within a unified workspace.
Visibility and Reporting
Claim Dashboards
Monitor project status, evidence coverage, redaction progress, and report readiness.
Review & Table Views
Switch between workflow boards and table views for review, analysis, and follow-up.
Audit-Ready History
Every important evidence and configuration action is logged and traceable, supporting accountability.
Governance & Configuration
Role-Based Access Control
Define roles, permissions, and access boundaries to protect operational integrity.
Multi-Client Workspace Support
Manage multiple client organizations, teams, and claim projects within one system.
Accountant-Grade Configuration
Adapt instaClaim to your organization's structure, workflows, and governance requirements.
Integrations & Extensibility
Accounting & ERP Integration
instaClaim works alongside accounting systems for evidence review and claim preparation, with Xero-first workflows under migration.
API & Integration Layer
Built for extensibility - enabling future ERP integrations and third-party system connectivity.
