Supplier invoices keyed into Xero
Reads supplier invoices and receipts from the accounts inbox, codes them and creates the bills in Xero or QuickBooks for approval.
- For
- Any business
- Takes over
- Invoices and receipts
- Works with
- Outlook or Gmail, Xero, QuickBooks or Sage
- Typically gives back
- 3 hours a week
What we set up with you.
Built in your own accounts, with test data first and a demo every week. How we work
Watches the accounts inbox for invoices and receipts.
Reads supplier, date, amounts, VAT and line items.
Codes each line using how you’ve coded that supplier before.
Creates the draft bill and attaches the original.
Works with
Who approves what.
New suppliers and anything over the limit you set are held for a person to approve.
Where the data stays. Invoices stay in your own email and accounting software.
How we look after your dataThe hours given back.
That’s 3 hours a week, or about 18 working days a year, back for your team.
Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.
More examples.
Emailed RFQ to a priced draft quote
Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.
9 hours a week, typically
Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP
Analytics export to a client-ready report
Pulls each client’s monthly numbers, compares them with last month and last year, and writes the report in your agency’s house style for an account manager to check.
6 hours a week, typically
GA4, Google Ads and Meta Ads, Looker Studio
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Something like this, for your team?
Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.