AI invoice and document capture
Invoices, receipts, and statements pulled from email or a client portal, extracted, coded, and queued for review with a confidence score on every line. Your team only touches what actually needs a human.
Why this is worth automating.
Data entry is the slowest, most error-prone part of bookkeeping. Documents arrive in every format and channel, and coding them by hand doesn't scale across clients, especially at month-end.
What we build, step by step.
Pull the documents
The system collects invoices, receipts, and statements from email or a client portal automatically, in whatever format they arrive.
Extract and code
It extracts the line items and codes them to the right accounts, attaching a confidence score to each line.
Review the exceptions
High-confidence items flow through; only the lines that need a human are queued for review, so your team's attention goes where it matters.
What you get out of it.
- 01Manual data entry largely removed
- 02A confidence score on every coded line
- 03Your team only reviews the exceptions
- 04Scales across clients without more headcount
Common questions.
Which accounting systems does it work with?+
We commonly connect to QuickBooks, Xero, and NetSuite, and pull source documents from email or a client portal.
How do we know which items to check?+
Every coded line carries a confidence score. High-confidence items flow through and only the lines that genuinely need a human are queued for review.
Does every number stay traceable?+
Yes. Each entry traces back to its source document, so the work stays auditable end-to-end.
More we build.
Bring us your version of this.
Intro calls are 30 minutes, free, and useful even if we never work together. We'll be honest about whether this is the right fit for your accounting team.