For accountancy & bookkeeping firms
Less data entry, more time for advice
Your clients deliver invoices, receipts and statements in every imaginable form. We automate collecting, reading and pre-booking — so your team has time for advice instead of data entry.
30 minutes · free advice report · no obligation
Familiar at the office?
Where the hours go
Delivered in every form
Clients e-mail photos, PDFs and loose receipts, often incomplete and at the last minute.
Documents are recognised automatically and filed with the right client.
Document processingData entry at peak times
Around tax returns and year-end, the backlog grows and data entry takes priority.
Document AI reads invoices and receipts and prepares the booking; your team reviews.
Invoice processingSeparate packages
Accounting package, file system and planning don’t talk to each other.
Integrations, so data is entered once and is correct everywhere.
IntegrationsDocument AI
Invoices and receipts read automatically
The software reads purchase invoices, receipts and other documents, recognises supplier, amounts and VAT and prepares a booking proposal in the right file. Doubtful cases are flagged, so your colleague only has to review those.
- Recognises invoices, receipts and your own document types
- Filed automatically with the right client
- Booking proposal; you review
Rules · configurable per document type
checked
recognised
to the order
Integrations & dashboards
Overview of all your files
By connecting your systems you see per client and per colleague where files stand: what’s been delivered, what’s missing and what’s ready for review. If something is missing, the client receives an automatic reminder.
- Status per file and per colleague
- Automatic reminders for missing documents
- Connected to your accounting package
Files complete
42/58
Documents today
316
To review
12
Documents received per day
A project in phases
How we approach an office, step by step
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1
Delivery
One fixed route for client documents, filed automatically with the right client.
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2
Read & pre-book
Document AI reads invoices and receipts and prepares the booking.
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3
Connect
Connected to your accounting package and file system, so nothing is done twice.
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4
Overview
Dashboards per client and colleague, with automatic reminders.
Frequently asked questions
Good to know
Related
Invoice & document processing
Read, check and pre-book
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24/7 answers via web, chat & e-mail
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