AI Invoice & Document Processing
Inbox-to-ledger automation that extracts invoices, receipts and POs with LLM+OCR, validates, matches and routes for approval, then pushes into QuickBooks, Xero or Zoho with an exceptions queue.
Who it is for
Accounting firms, bookkeepers (white-label), property managers, logistics and construction SMBs in US/UK/CA/AU/UAE processing 200-5,000 documents a month.
What is included
- Intake watchers: email inbox, Drive/Dropbox and upload folder
- Extraction pipeline (LLM + OCR) for header and line items with confidence scores
- Validation rules, duplicate detection, PO/vendor matching and approval routing (Slack/email)
- Push to QuickBooks/Xero/Zoho/Sheets with exception dashboard; 50-document accuracy audit before go-live
- Monthly: accuracy audit on 50 docs, new vendor templates, rule updates
Why now
Manual invoice processing costs $15-$25 per invoice vs $2-$5 with AI, with a typical SME spending about $500/month on platforms for 800 invoices - https://actgsys.com/en/blog/ai-document-invoice-automation-sme-2026
Guides
How it goes
Discovery call
30 minutes on a video call. We confirm scope, integrations and the go-live date.
Setup fee and kickoff
Invoice by payment link. Build starts on receipt.
Build and test
Live within 14 days on a sandbox, then your production accounts.
Care plan
Monitoring, fixes, updates, monthly report. Cancel from any next billing date.
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.