I take the pile of PDF and scanned invoices, receipts and bank
statements your firm receives, and hand back clean, categorized, import-ready
entries for QuickBooks or Xero — plus a list of anything I wasn't confident about.
The free teardown
Send me about 5–20 real sample documents (you redact anything
sensitive first). I'll return:
those documents as import-ready entries, in your chart-of-accounts style
a flagged-exceptions list for anything low-confidence
accuracy measured on your sample — not a brochure number
a one-page note estimating the weekly hours this would give you back, at your volume
It costs you nothing and it's my work, not yours — you forward a sample.
If it's useful we can talk about a small paid pilot. If not, you keep the teardown.
bookkeeping or accounting firms, roughly 2–20 staff
doing month-end for several SMB clients
still typing figures off PDFs and scans by hand
It's a poor fit if you already run an automated document pipeline, or if the
work needs on-site or specially regulated data handling.
How it runs
You forward a sample (5–20 documents, redacted by you).
I extract vendor, date, amount, tax and category, and normalize to your format.
I produce import-ready output plus the exceptions list.
I time the manual baseline against the automated pass at your volume.
You get a one-page teardown. Then you decide — there's no obligation.
Being straight with you: this is a new service and I'm running
these teardowns to prove it on real documents. There's no client list to show you
yet — you'd be early. That's exactly why the teardown is free and why the
accuracy number you get is measured on your own sample instead of quoted from a
marketing page. Nothing is automatic: I review the output before it reaches you.
Your documents are used only to produce your teardown, and are deleted on
request. Please redact anything sensitive before sending — I don't need it.
Why this problem, in the category's own numbers
41% of accounting firms have adopted AI in at least one workflow; the IDP market is ~$4.38B in 2026, up from ~$1.5B in 2022. — source, retrieved 2026-07-15
A 5-person bookkeeping firm can eliminate 8-15 hours of weekly administrative work by automating it. — source, retrieved 2026-07-15
Those are third-party figures about the category, retrieved on the dates shown.
They are not my results, and they are not a promise about your firm. The teardown
exists to replace them with a number measured on your actual documents.