No more typing things in by hand.
Info from forms, invoices and emails is read and added to your spreadsheet or system, where it belongs.
Good for
- Bookkeepers
- Accounting firms
- Insurance agencies
- Lenders
Incoming documents
- PDFInvoice_1042.pdfWaiting to be read
- JPGReceipt_0381.jpgWaiting to be read
- @Email from S. PatelWaiting to be read
- PDFClient_form.pdfWaiting to be read
- PDFStatement_Sep.pdfWaiting to be read
- PDFInvoice_1043.pdfWaiting to be read
0
Documents read
0
Sent to you to check
0
Typed by hand
Example data. Every business gets its own version.
How it works
1
A document comes in
An invoice, a form or an email.
2
The important info is picked out
Names, dates, amounts. Whatever you need.
3
It's added where it belongs
Anything unclear is sent to you to check first.
Every version is built around your tools and tested on your own data before it goes live.
Money-back guarantee. If it doesn't work as agreed, you get every dollar back.
Free 15 min call
Want this in your business?
Tell me how you do it today, and I'll tell you what I'd build.