Documents That Enter Themselves
Invoices and records go straight into QuickBooks. Zero typing.
The 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.
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.
Step by step
- 01
System connects to your email inbox and watches for incoming invoices
- 02
When a PDF arrives, the system reads and extracts all billing data
- 03
Data is pushed directly into QuickBooks or your accounting system
- 04
Anything the system can't confidently parse is flagged for your review
What’s included
A good fit if
- Law firms processing high volumes of billing documents
- Logistics companies handling bills of lading and packing slips
- Businesses receiving 50+ invoices per week
Probably not worth it if
- Businesses receiving fewer than 10 documents per week
- Companies where documents are too inconsistent to reliably parse
Also worth a look
Tell me the thing your team retypes every week.
Thirty minutes, no pitch. I’ll tell you whether it’s worth automating, roughly what it would cost, and if the honest answer is “don’t bother” — you’ll hear that too.
hello@clearpathflow.io · Raleigh-Durham, NC