AI Document & Invoice Intake
Every bill, receipt, and statement — read, coded, and booked before you open it.
An AI intake pipeline that reads invoices, receipts, and bank statements, extracts every line, assigns the right GL account, and writes it straight into the books with a confidence score on each call.
Sample documents. The live build accepts email-in, upload, or a watched Drive folder.
Pick a sample document to watch the AI read, code, and book it.
The problem
Your team still keys vendor bills and receipts by hand — chasing line items, guessing categories, and reconciling at month-end. It's the slowest, most error-prone, least billable hour in the firm, and it doesn't scale past the staff you can hire.
What we build
- Document drop-zone (email-in, upload, or Drive folder watch) that accepts PDFs, photos, and scans.
- AI extraction of vendor, date, totals, tax, and every line item — structured and validated.
- Auto-categorization to your chart of accounts using the client's own history, with a confidence score per transaction.
- Human-in-the-loop review queue: only low-confidence items surface for a one-click approve.
- Write-back to QuickBooks Online (or your ledger) and a full audit trail.
The outcome
The build
Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.
Let's write the
next chapter together.
Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.