Streamline Your AP Processing

Help CPAs and bookkeepers automate AP collection and processing with AI-powered OCR and intelligent classification.

How It Works

Simple 4-step process to transform your AP workflow

Client Setup Process

1

Setup Client Profile

Configure your client's Chart of Accounts and preferences for accurate classification. Set up vendor rules and expense categories to ensure consistent processing.

  • Import existing Chart of Accounts
  • Set vendor classification rules

Drag & Drop Upload

2

Drag & Drop PDFs

Simply drag and drop invoices, receipts, and bills into the secure upload area. Support for multiple file formats and batch processing.

  • Batch upload multiple documents
  • Secure encrypted processing

AI Processing & Classification

3

AI Scan & Classify

Advanced OCR extracts data while AI automatically classifies transactions based on your Chart of Accounts and historical patterns.

  • 99% accuracy OCR technology
  • AI learns from your patterns

Export to Accounting Software

4

Export to Formats

Export processed data to QuickBooks, Xero, CSV, or other accounting formats. Direct integration with popular accounting software.

  • Direct QuickBooks integration
  • Multiple export formats

Compatible Formats

QB

QuickBooks

Xero

Xero

XL

Excel

CSV

CSV

AI-Powered OCR & CoA Classification

Advanced technology that learns and adapts to your accounting needs

99% Accuracy Document Scan

Industry-leading OCR technology extracts data from invoices, receipts, and bills with exceptional precision.

Automatic Classification

AI learns your Chart of Accounts and automatically categorizes expenses, improving accuracy over time.

Advanced AI Technology

Machine learning algorithms continuously improve accuracy and classification precision.