Capture receipts and invoices automatically
Accounting captures receipts and invoices automatically from a photo or PDF
Fits: Finance & accounting · Office, administration & casework
No more typing. Invoices are captured on the day they arrive and prepared for accounting.
Is this for you?
- You receive invoices by email, as a PDF or on paper.
- You use accounting software or your tax adviser’s document portal.
First step today
Check whether your accounting software or your tax adviser’s document portal has automatic document recognition. It is usually already included, just not switched on. Upload five invoices and compare the result.
How to go about it
- Set document types and mandatory details
- Centralise incoming documents
- Have the details extracted
- Check uncertain values
- Transfer to accounting
- Monitor the error rate
Templates to copy
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The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
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Same approach, other use cases
13 more use cases follow the pattern “Reading & capturing documents”.
Find spare parts from a photo of the rating plateCapture deadlines and amounts from contractsCapture meter readings from customer photosCapture orders from emails automaticallyConsolidate portfolio statements from many banksDetermine quantities and bills of quantities from plansDictate care observations and have AI file themFind and redact personal data in documentsHave AI check travel expense receipts from photosHave AI pre-check applications for completenessHave AI suggest customs tariff numbers from goods descriptionsMake notes and old files searchable
A-066 · Legal status 08.10.2026