Desktop Workspace Overview
Review recent conversions, generated documents, and workspace history from one desktop view built for accounting workflows.
Dashboard Modules
Recent Conversion Activity
Review recent PDF to Excel conversions and exported files from one desktop workspace view.
Saved Invoices and Receipts
Keep generated invoices and payment receipts visible inside the same workspace you use for conversion tasks.
Local History Review
Use workspace history to revisit recent actions, outputs, and saved records on the Windows desktop app.
Backup Export and Restore
Export local workspace data for backup and restore it later when moving or recovering a workstation.
Document Status Tracking
See which files were processed, exported, or saved as part of your recent workflow.
Desktop Workspace Overview
Bring recent activity, saved work, and local records into one place without switching between multiple tools.
Built for Local Work History
The workspace overview helps you review recent activity, saved documents, and local records from the Windows desktop app.
In desktop mode, workspace data is stored locally on the Windows machine. If you deploy browser/API mode, files are processed on server infrastructure.