Invoice & Bookkeeping Agent
Bills entered before you sit down to pay them. The Invoice & Bookkeeping Agent picks bills out of your inbox, reads them, suggests the right accounts and queues them in QuickBooks for you to approve.
The problem
Bills arrive as PDFs, links and phone photos across several inboxes. Someone has to find each one, type it in, pick the account and catch the duplicate before it gets paid twice.
How it works
- Collects billsFrom a bills@ mailbox or the folders you choose.
- Reads themVendor, dates, amounts and line items. Anything it can't read clearly is flagged for a person.
- Suggests the codingAccount and class based on your history, with new vendors and likely duplicates flagged.
- Queues the draft bill needs approvalThe bill waits in QuickBooks as a draft. Nothing is posted to your books until you approve it.
- You pay needs approvalPayments stay with you. The agent never pays, schedules or approves a payment.
- Find bills in your email
- Read PDFs, scans and photos
- Suggest accounts from your history
- Flag duplicates and unusual amounts
- Pay, schedule or approve payments
- Post to your books without approval
- Change bank or vendor payment details
- Delete anything in QuickBooks
Book a demo
Tell us a little about your office. We reply within one business day to set up a 20-minute demo of the Invoice & Bookkeeping Agent. Prefer to talk now? Call 719-451-1218.
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We will email you within one business day to set a demo time. An automated first estimate may arrive by email before that; the prices on this page are what we quote. If it is urgent, call 719-451-1218.