Solutions
Stop retyping supplier invoices
Most small businesses keep their books in a spreadsheet, and most of that spreadsheet is typed by hand from paper and PDFs. This removes the typing, not the spreadsheet.
Five conversions are free. A conversion that fails does not use one.
The problem
You do not need an enterprise finance platform. You need the numbers off the invoice and into a sheet, correctly, without spending an evening on it.
The scope here is deliberately narrow: capture the document, check the figures, export the sheet. There is no chart of accounts to map before you can start.
How it works
Less typing, same spreadsheet
A supplier invoice takes a few minutes to type and a few seconds to check. The fields arrive filled in; you confirm the ones flagged as uncertain and move on.
Invoices and receipts in one place
Both end up as records with vendor, date, tax and total, instead of being split between an email inbox, a photos app and a drawer.
- One list for invoices and receipts
- Search by vendor or amount
- Sort by date or total
However the invoice arrived
A PDF from email, a scan from the printer and a photo from a phone all go down the same path, so there is no separate process depending on the source.
One month, one export
Export a period to an Excel workbook — a summary sheet with the invoice-level fields and a line-item sheet with the detail. It opens in Excel, Numbers, LibreOffice and Google Sheets.
Five conversions to decide with
Every account gets five successful conversions, free and without a card. A conversion that fails or is cancelled costs nothing, so a bad scan does not use one up.