ELEVATE YOUR WORKFLOW
Organize every claim workflow
A secure workspace for evidence intake, accounting review, redaction, report configuration, and export-ready claim packs.
Unified Evidence Workspace
Centralize projects, expense categories, statements, invoices, and claim reports in one place.
Review, Redact, and Control
Keep sensitive evidence protected with role-based access, statement redaction, and audit-ready review steps.
Accounting-Led Automation
Use Xero-first workflows and structured exports to reduce repetitive claim preparation work.
INSTACLAIM OVERVIEW
Make claim work repeatable
Give accounting teams a shared place to organize evidence, review sensitive files, and assemble export-ready claim packs.
Accounting and Advisory Teams
Built for teams that prepare evidence-backed claims for clients and need repeatable review workflows.
Claim-Heavy Client Work
Made for organizations coordinating accounting data, invoices, bank statements, categories, and project periods.
Teams Moving Beyond Spreadsheets
Built for teams outgrowing manual spreadsheets and disconnected file folders.
Multi-Client Practices
For organizations that need secure access, repeatable claim workflows, and clear evidence history.
KEY FEATURES
One Workspace. Claim-Ready Evidence
Bring accounting data, invoices, statement files, expense mappings, and report exports into one claim preparation workflow.
Accounting Connections
Review imported accounting data and keep claim preparation aligned with Xero-first workflows.
Report Generation
Configure projects, periods, categories, and report outputs for evidence-backed claims.
Statement Redaction
Upload bank statements and route sensitive files through secure redaction workflows.
Evidence Review
Check mappings, uploaded documents, and generated files before a claim pack is finalized.
Invoice Bundles
Download invoice ZIP files and supporting evidence for client or reviewer handoff.
Expense Insights
Track expense categories, summaries, and report status across clients and claim projects.
ABOUT US
The Claims Evidence Workspace
Created to help accounting teams move from scattered files and spreadsheets to a structured, secure claim preparation workflow.
“Claim preparation is easier when instaClaim keeps evidence and reporting in one workflow.”
WORKFLOW NEEDS
What teams need from claim preparation
“Accounting data, project periods, report configuration, invoices, and expense summaries need one reviewable workflow.”
“Bank-statement upload and redaction should run through secure backend services, with credentials kept away from the browser.”
“Invoice ZIP downloads and expense summary spreadsheets should be generated consistently so reviewers can trust reruns.”
“Teams need organization roles, billing, audit trails, API access, SDKs, MCP tooling, and exports that fit claims work.”
“Every claim project should make it clear which evidence is ready, which files need review, and which outputs were shared.”
“Existing users should keep their history and move into the rebuilt app through a clear activation flow.”
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