Documents That Enter Themselves
Invoices and records go straight into QuickBooks. Zero typing.
The system monitors your inbox for invoices and documents. When one arrives, it reads the PDF, extracts every piece of relevant data, and creates the entry in QuickBooks automatically. Anything it can't confidently parse gets flagged for human review.
This is a real system we've built. Your version will be designed specifically around your workflow, your tools, and your team.
Talk about your versionThe Problem
Someone on your team opens an email, downloads a PDF invoice, reads it, and types the information into QuickBooks. Then they do it again for the next one. An employee spends hours is doing work a computer can do in seconds.
How It Works
Step by step
System connects to your email inbox and watches for incoming invoices
When a PDF arrives, the system reads and extracts all billing data
Data is pushed directly into QuickBooks or your accounting system
Anything the system can't confidently parse is flagged for your review
What You Get
Everything included
- Works with Gmail and Outlook 365
- Supports invoices, bills of lading, contracts, and other structured documents
- Integrates with QuickBooks, Salesforce, or custom databases
- Full audit log of every extraction and any corrections made
- ROI guarantee: if it doesn't save 10 hours per week in the first month, we keep working until it does
This Is Built For
- Law firms processing high volumes of billing documents
- Logistics companies handling bills of lading and packing slips
- Businesses receiving 50+ invoices per week
This Is NOT the Right Fit For
- Businesses receiving fewer than 10 documents per week
- Companies where documents are too inconsistent to reliably parse
Ready to see if this fits your business?
Book a free 30-minute call. No pressure — just an honest conversation about whether this makes sense for you.
Book a Free Discovery Call