Services
AI Document Assistant
Reads invoices, forms and attachments, then files them or enters the details for you.
“Paperwork arrives everywhere and gets typed in by hand.”
Price · AUD, ex GST
from $299/mo
Setup from $750 · from $299 a month
- Setup includes building it in your systems, testing it with you, training, and a security check of the systems it touches.
- Monthly includes looking after it, fixes, improvements and a monthly report of what it handled.
- Monthly assistants: a 3-month minimum, then month to month with 30 days' notice.
- Phone call and AI usage is included up to a fair-use limit, which is set in your proposal.
- Two or more assistants: 10% off the monthly price.
- Every price is confirmed in a written proposal before anything starts.
01
The problem
Invoices, forms and attachments arrive by email, upload and photo. Someone opens each one, types the details in and files it.
02
What it does
- Reads invoices, receipts, forms and attachments.
- Pulls out the key details (who, what, dates, amounts).
- Files them in the right folder, or enters them into your system.
- Flags anything it's unsure about for a person.
03
How it works
- 1.We map your document types and where they go.
- 2.We build and test it on sample documents.
- 3.It goes live, and we check accuracy monthly.
04
What you'll see
- Documents processed
- Hours saved
- Items flagged for review
In your monthly report.
05
Works with
Typically works with Microsoft 365, SharePoint, OneDrive, Google Drive, and many accounting and practice systems.
06
Good to know
- If it isn't confident, a person checks it.
- We'll tell you if a tool you already pay for already does this job.
AI Document Assistant · Questions
Questions
What about handwriting or poor photos?
Those go to a person.
Do you replace Xero or Dext?
No. We connect to what you use, or tell you if you don't need us.
Is it accurate?
We test it on your documents before go-live and report accuracy monthly.
Get your free Leak Check.
15 minutes, free. You'll leave with your top 3 time and money leaks, whether or not you work with us.
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