Pre-auth access
Invoice Automation
Drop in a file, review the extracted fields, and move invoices into your accounting workflow with the right controls in place.
- Upload an invoice to capture vendor, invoice number, date, amount, and expense details.
- Review and edit extracted fields before moving the invoice forward.
- Sign in to open the protected workspace, manage saved invoices, and continue into QuickBooks.
Upload invoice
PDF, JPG, JPEG, and PNG are supported after sign-in.
Select or drop invoice
Tap to browse files or drag them here.
Processing status
Tap on the upload panel to start uploading. You will be prompted to sign in before protected actions continue.
Review snapshot
This is a safe preview of the review surface. Provides tools for comparing and editing.
Vendor
Vendor name shows here
Expense type
Your QuickBooks Expense Account
Invoice #
Not available yet
Total
-
Features: invoice editing, preview, saved queues, and batch send to QuickBooks.