Client bookkeeping
Each client’s receipts are read and categorized without manual entry.
AI technology built in Canada
Bookkeeping automation with artificial intelligence
Stop keying invoices by hand. AI reads invoices, receipts and bills, extracts the data, categorizes expenses and records them in your accounting software, with human review where it matters.
From inbox to books, without data entry
Entering invoices and receipts is one of the most repetitive tasks in any business: download, open, copy the data, categorize and reconcile. Every error carries through to month-end.
With AI, documents that arrive by email or as a photo are read automatically. AI extracts the vendor, amounts, taxes and line items, suggests the category and prepares the entry for review.
What’s included
AI bookkeeping automation: what we do for your business
Invoice reading
Automatic extraction of data from your PDF and electronic invoices.
Receipts
Reading photos and PDFs of expense receipts.
Expense categorization
AI suggests the account or category for each expense.
Reconciliation
Matching payments, invoices and bank statements to flag differences.
Document search
Find any invoice or contract by asking in plain language.
Human review
Uncertain cases are flagged for your bookkeeper to confirm.
How it works
Three steps, measurable results
- STEP 1
Map your accounting flow
How your documents arrive and where they get recorded.
- STEP 2
Automate data entry
We connect AI document reading to your inbox and accounting software.
- STEP 3
Validate and adjust
We check accuracy with your accounting team during the pilot.
Use cases
What it looks like in different industries
Common use cases for this service. In your assessment we identify the ones that fit your business.
Supplier invoices
Invoices that arrive by email are recorded automatically and matched to payments.
Expense claims
Employees snap a photo of the receipt and the expense is recorded.
FAQ
Questions about AI bookkeeping automation
Does it work with Canadian sales taxes?
Yes. We set it up to capture GST, HST, PST or QST as they appear on your documents, and validate it with your accountant.
How accurate is the reading?
We measure it during the pilot with your real documents. Low-confidence cases are flagged for a person to review.
Does it connect to my accounting software?
In most cases yes, directly or through import files. We confirm it during the assessment.
Is my financial data secure?
We work under confidentiality agreements and with providers that don’t use your data to train AI models.
Start with a free AI assessment for your business
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