AI invoice processing, bookkeeping and data entry
AI invoice processing reads your bills, receipts, contracts and forms and enters them into the systems you already use, from your accounting software to your spreadsheets. Your bookkeeping stays current without the retyping, and anything the AI is unsure of is flagged for you to check.
Book a 30-minute callStart free: an AI audit day or your first automation.
What we build
- Invoices and receipts read and entered into your accounting system
- Bills matched to vendors and coded the way your bookkeeper codes them
- Contracts and forms turned into data you can search and report on
- Anything uncertain flagged for a person to check
- Retyping between systems removed
How it works
Map how the work runs
Interviews, the data in your systems, and the documents you have.
Sort every step
Remove it, automate it, give it to an agent, or keep a person deciding.
Build and report
We measure the starting point, build, then report what changed.
Questions
Does this replace our bookkeeper?
No. It takes the data entry off their plate, so their time goes to the review and the advice.
Is my data kept separate from other clients?
Yes. Each client's data is walled off from every other client's, enforced automatically at every layer and checked on every change.
How do we start?
With a 30-minute call about what takes up too much of your week. Then you choose your free start: an AI audit day with your team, or your first automation built.