Accounting Autopilot
Invoices, receipts, and payment reminders are automatically extracted from emails, categorized, and transferred to your accounting system. The agent tracks payment deadlines and sends automatic reminders.
12h
Saved per week
98%
Recognition accuracy
-65%
Outstanding receivables
< 5s
Per document
About this Solution
How does the Accounting Autopilot work?
The Accounting Autopilot transforms your email inbox into a fully automated financial workflow. Every incoming invoice, receipt, and payment confirmation is intelligently processed.
The agent extracts all relevant data from PDF attachments and email text: invoice number, amount, VAT, due date, and supplier. This information is automatically transferred to your accounting system — whether QuickBooks, Xero, Sage, or others.
For overdue receivables, the agent generates polite reminders, tracks payment receipts, and escalates when needed. This way, you always maintain oversight of your finances.
Features
What this Agent can do
Intelligent Document Capture
OCR-powered extraction of all relevant data from PDFs, images, and email text with over 98% accuracy.
Automatic Categorization
Learns from your previous bookings and automatically suggests the correct accounts and cost centers.
Collections Management
Monitors due dates, sends automatic payment reminders, and escalates according to configurable rules.
Accounting Integration
Seamless connection to QuickBooks, Xero, Sage, FreshBooks, and other accounting systems.
Examples
How it works in practice
Incoming Supplier Invoice
"A PDF invoice from Office Supplies Inc. for $1,234.50 including 8% tax, due in 30 days."
The agent extracts all data, books to account 6000 "Office Supplies", creates the liability, and sets a payment reminder for day 25.
Overdue Customer Invoice
"Invoice #2024-0815 to Miller Corp is 14 days overdue."
The agent automatically sends a friendly first reminder, sets an escalation for day 30, and notifies the sales representative.
Payment Receipt
"Bank notification about payment receipt of $5,000.00 from Company XY Inc."
The agent automatically matches with open items, books the payment, and updates customer status in CRM.
FAQ
Frequently Asked Questions
Which accounting systems are supported?
How accurate is the automatic categorization?
Can handwritten receipts also be processed?
How is data privacy and compliance ensured?
Interested in this solution?
Let's discuss how the Accounting Autopilot can automate your financial processes.