Document automation

Invoice and bill data entry automation

Invoices and bills are read and entered into your Google Sheet, Xero or QuickBooks automatically, instead of being typed in by hand. A monthly retainer keeps it monitored and working.

Available for businesses in the UK, US, UAE and India.

Audience

Who it's for

  • Bookkeepers
  • Accounting firms
  • Small businesses that enter their own invoices and bills
Included

What's included

  • 01

    Invoices and bills read automatically

    The details on each invoice or bill are read for you.

  • 02

    Entered where you work

    The data goes into a Google Sheet, Xero or QuickBooks.

  • 03

    Monthly retainer

    Monitoring, fixes and small tweaks, every month.

Process

How it works

  1. Step 1: Agree the fields

    We decide which details matter and where each one should go.

  2. Step 2: Set up the reading

    Invoices and bills are read automatically.

  3. Step 3: Connect your system

    The data is entered into your Google Sheet, Xero or QuickBooks.

  4. Step 4: Monitor and tweak

    Under the monthly retainer I monitor it, fix issues and make small tweaks.

Demo

Demo coming soon

Demo coming soon

This service is being built now. A working demo will be added here when it is ready.

FAQ

Questions and answers

Can AI enter invoices into Xero or QuickBooks?

Yes. That is what this service does: invoices and bills are read and the data is entered into Xero, QuickBooks or a Google Sheet automatically.

Which accounting tools does it work with?

Google Sheets, Xero and QuickBooks.

Which file types can it read?

PDF invoices, photos or scans of bills, and email attachments.

How are mistakes caught before data is entered?

Anything the system is not sure about is flagged for a person to check before it is entered.

Where is my financial data stored?

In your own Google Sheet, Xero or QuickBooks account. Your documents are used only to enter your data.

Do I still need a bookkeeper?

Yes. This removes the typing, not the bookkeeping. Your bookkeeper checks the data instead of keying it in.

Who is it for?

Bookkeepers, accounting firms and small businesses that enter their own invoices and bills.

What does the monthly retainer cover?

Monitoring, fixes and small tweaks.

Is there a demo?

Not yet. The service is being built now, and a demo will be added to this page when it is ready.

Contact

Tell me what your business needs.

Message me on WhatsApp or email with what your business does and what you need. Available for businesses in the UK, US, UAE and India.