Bookkeeping software for reviews, files, and exports

Bookkeeping work rarely ends when a transaction is first entered. Records may need source documents, a second review, corrections, or a clear approved state before they are ready for reporting. Lyniti keeps those stages attached to the transaction instead of spreading review notes across chat and folders.

Review states include pending review, approved, rejected, and needs changes. Teams can separate work that still needs attention from records that are ready for export.

Supporting files can stay attached to bookkeeping transactions. When material is missing, a reviewer can request attachments from the relevant workspace member and keep the response connected to the same record.

This reduces the month-end search for receipts, explanations, and files that otherwise live in unrelated messages or shared drives.

Transaction templates help teams reuse common account and category structures. Recurring records support work that follows a repeated schedule without forcing the team to rebuild the entry pattern each time.

Templates and recurring records improve consistency, but each resulting record can still pass through normal review before it is treated as approved bookkeeping data.

Archived transactions stay outside the active working list while remaining available for later review or restoration. This keeps daily bookkeeping focused without treating an old record as if it never existed.

Approved records can be exported as CSV for structured handoff or included in PDF reports. Export tools support reporting and record keeping without claiming to replace professional accounting review.