The invoice is a PDF. The accounting system wants fields. Someone types between them.
Vendor invoices arrive as PDFs and phone photos. Intake forms arrive as scans. Calls end and nothing is written down. The typing between those and your systems is hours a week of the most error-prone work in the business.
AI Document & Invoice Processing
Extraction of line items, totals, dates and parties from invoices, receipts and forms.
Matching to vendors, customers, properties or jobs in your systems.
Drafted entries in QuickBooks or your ERP, flagged for a human to approve.
Call summaries and action items written into the CRM after every call.
Email drafting: first replies grounded in the customer’s record and your policies.
Confidence scores and an exception queue, so nothing gets posted blindly.
Platforms we use here
QuickBooks
AWS
Microsoft 365
Google Workspace
ServiceTitan
Human approves
the assistant drafts; nothing posts to the books without a person
What you get
Extraction pipeline
System matching and drafts
Approval queue
Accuracy report
From $4,500
Call summaries into the CRM from $3,200.
Every price sits on the pricing page. Real numbers, no gate.