- Setup
- Needs setup
- Time saved
- 24 hrs/wk 24 (30 to 6; consultant case study)Source
Who it's for
Accounting and bookkeeping firms typing invoices in by hand who want the fields filled in for them.
What it does
- Reads invoices that clients send to one shared inbox
- Pulls out vendor, amounts, line items, and dates
- Flags duplicate invoices and odd amounts for review
Proof
Maker's claimThe company that makes it says so
The consultant says one bookkeeping firm's weekly data entry fell from 30+ hours to 6 hours.
Elevate AIDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
I run a bookkeeping firm. Below is the text from several invoices for [CLIENT NAME]: [PASTE INVOICE TEXT OR UPLOAD PHOTOS]. For each invoice, pull out: vendor name, invoice number, invoice date, due date, line items, and total. Put them in one table I can copy into a spreadsheet. Then compare them to this list of invoices we already entered: [PASTE PAST INVOICES]. Flag any that look like duplicates (same vendor and amount, or same invoice number) and any total that looks unusual for that vendor. Do not guess missing fields; mark them 'check'.
How to set it up
- Set up one inbox where clients send all their invoices.
- Have the AI pull the fields from each invoice.
- Review the odd ones it flags before they go into the books.
- Expect a learning period for each client; the case study says about two weeks.
Cost
Check the maker's site
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