Turn invoices or receipts into fully usable data for accounting and bookkeeping and insert them into a database or spreadsheet.
AI-Powered Invoice & Receipt, Bank and Credit Card statements Processing: Automatically Insert Into Your Database or Spreadsheet
Let AI handle your invoice and receipt, bank and credit card statements processing—whether they arrive by email or as paper documents (jpg, png, html, pdf -1 page). Our service transforms them into structured, usable data for accounting or bookkeeping and inserts that data directly into your database or spreadsheet—ready for use with any software.
How It Works:
- Upload the file to your Dropbox:
- AI Processing: Press a button on a form so that our AI converts it into structured digital information.
- Receive Structured Data: You get clean, organized data—automatically inserted into your live online database.
How We do it:
Once we receive your file and your trigger to process, our system then:
- Uses AI OCR (Optical Character Recognition) to extract text.
- Applies AI processor to identify key fields: categories, provider, date, amounts, taxes, shipping, totals, descriptions, and even individual line items.
- Formats the extracted data into a structured format (database / table), ready for direct use in your accounting or bookkeeping software.
- Inserts the data into the most appropriate location in your database or spreadsheet used by your accounting app, while labeling, renaming and saving your input file for easy reference or verification at any time.
All you need (couldn't be Easier):
- Deliver your file on a Dropbox (take a photo of it using your camera phone or scanner)
- An email account
We handle the rest in the background: Dropbox integration, OCR, AI processing, error handling, Database, and final report generation.
Top unique Features:
Processing Capabilities
- Processes invoices, bank statements, and credit card statements, generating a separate output table for each type.
- Supports batch submission of multiple files per document type.
- Accepts JPG, PNG, HTML, and single-page PDF files—whether photographed or scanned.
- Extracts detailed line items into a separate table/sheet for deeper analysis.
- Automatically calculates pre-tax and tax amounts and categorizes each line item.
- Allows users to override or define custom categories.
- Allows users to override or set custom tax rates.
- Offers three quality levels for processing.
- Uses multi-OCR fallback, retrying with up to three engines to maximize accuracy.
- Handles and recovers from errors such as file issues, empty data, security restrictions, and formatting problems.
- Can rename, classify, and categorize input files based on type, company, and date for accurate output.
- Stores results in two database tables per document type: summary and line items.
Automation & Workflow
- Simple workflow—use your own Dropbox to upload, store, and submit documents.
- Runs on-demand with pressing a button.
- Processes every page at about 1 minute per page, continuously and reliably.
- Automatically flags documents as valid, invalid, duplicates, check, or processed, and organizes them into appropriate folders and database fields.
- Maintains an inspectable workflow for easy review and verification.
Accuracy, Reporting & Security
- Achieves a very low error rate: 2.5% ± 0.3%.
- Offers email reports, allowing users to verify results and review classified/labeled files.
- Outputs all data into a reportable, exportable, live online database compatible with all applications.
- Sends email notifications to keep users updated.
- Ensures data protection through secure username and password authentication.
- Provides significant cost efficiency—up to 93% savings.
For a limited time only:
Let AI take the manual work out of your bookkeeping—automated, accurate, and reliable.