Financial document processing that extracts invoice data from PDFs, validates it, catches duplicates before they cost you money, and syncs with your accounting software.
Every invoice that arrives as a PDF triggers the same ritual: open it, read it, retype the numbers into the accounting system, file it, chase approval. Multiply that by hundreds of invoices a month and you get slow month-end closes, typos in amounts and tax data — and occasionally the same invoice paid twice.
Our Invoice & Accounting Automation takes over the document grind. Invoices are collected automatically, data is extracted from PDFs (with OCR for scans), every record is validated against your rules, duplicates are caught before they are paid, and clean entries sync to QuickBooks or Xero. Exceptions are queued for a human — never silently posted.
Fixed price, confirmed in a written proposal after a free consultation. Best for: Accounting firms, finance departments, e-commerce companies and small businesses.
Best for: Accounting firms, finance departments, e-commerce companies and small businesses.
Five stages take you from manual process to running system, inside our standard six-step engagement process — discovery, fixed proposal, build, testing, documented handover and optional maintenance.
We map where invoices arrive, who approves them and how they are booked today.
PDF parsing and OCR are configured for your suppliers’ typical layouts — amounts, dates, tax IDs and line items.
Totals, tax numbers, purchase-order matching and bank-detail checks are encoded as hard rules.
Same supplier, amount and date combinations are flagged before payment, not after.
Approved invoices flow into QuickBooks or Xero with a full audit trail and a payment-reminder schedule.
Digital PDFs are extracted directly; scanned paper invoices go through OCR. Mixed inboxes — email attachments, shared drives, supplier portals — can all feed the same pipeline.
QuickBooks and Xero are the most common. Other systems with an API, or even structured CSV import, can be connected as well.
It is stopped in an approval queue with the reason highlighted — mismatched total, unknown supplier, possible duplicate. Nothing questionable is ever auto-posted.
Yes. Payment reminders for your outgoing invoices can be scheduled automatically, escalating in tone according to your policy.
Your numbers, collected from every platform you use and delivered as clear daily or weekly reports with AI-generated insights your management team can act on.
Order operations on autopilot: processing, inventory sync, payment and shipping notifications, refund handling and daily sales reporting for Shopify and WooCommerce stores.
From signed deal to kicked-off project without the manual busywork: registration, folders, contracts, calendar invites and team notifications happen automatically.
Book a free 30-minute consultation. We will audit your workflow and tell you honestly what automation can (and cannot) do for it — no obligation.
Book a free consultation