Booking invoices and receipts costs time, especially when it means opening a separate program to do it. Now it happens from the chat you already use, from the desk, the phone or the tablet.
The AI reads each receipt and prepares the amount, tax, account and contact. Nothing gets booked until you confirm the proposal in chat, line by line. Anyone who wants to book faster can switch on direct booking without review as an option.
Every receipt booked this way is marked in the list accordingly, so it stays clear at any time what a person reviewed and what the AI booked directly.
What ports as-is
- Every invoice gets its amount, tax, account and contact prepared automatically
- In the default mode, nothing is booked before you confirm the line
- Confirmation happens right in chat, line by line, with no separate program
- Fast direct booking without review stays available as an option
- Every receipt booked this way carries a marker in the list
What we build for you
- The fields your bookkeeping requires
- The terms your office actually uses
- Which details show up in the review form
- Whether reviewed or direct booking is the default
- The setup inside the exact chat program you already use
