UpdateBeam finance workspace

Review, confirm, and sync finance documents with control.

Operators can upload PDFs, choose SQL master data, collect customer confirmation when required, and sync approved documents into SQL Account from a controlled workspace.

Master data driven

Select customers, suppliers, stock items, tax codes, and accounts from synced SQL master data.

Confirmation aware

Route high-risk documents through accountant or customer confirmation before syncing.

SQL sync visibility

Review the latest SQL document number, sync status, and error details from the document page.