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01. Invoice and Data Processing
Stop moving numbers by hand.
Invoices get read, checked, and posted to your ledger automatically, in whatever format they arrive in.
The Problem
Most firms lose hours every week moving the same information from one piece of software to another. Invoices arrive as PDFs, photos, and emails in a dozen different formats. Someone has to open each one, read it, and retype it somewhere else. When something is missing, that same person has to chase the client for it, then do the whole thing again once it finally arrives. None of that work needs a person doing it by hand.
What's Included
- · Every invoice and receipt lands in one monitored inbox instead of scattered across email.
- · Automatic reading and extraction, no matter the format it arrives in.
- · Missing information gets flagged, and the client is chased automatically, not by you.
- · Every client gets their own organized record, kept clean and up to date.
- · Approved data is pushed straight into your ledger, whether that's Xero or QuickBooks, as a posted bill or invoice.