Invoice OCR + Categorizer
Vendor invoice lands in inbox — parsed, coded, queued for QBO. Replaces Dext $24/seat.
The problem
SMBs pay Dext Prepare $24/seat/mo or Hubdoc (requires QBO Advanced $200/mo) to OCR vendor invoices — then still manually assign GL codes. Bookkeepers bill $50-75/hr to clean up what the OCR missed.
What changes
PDF/email invoice arrives → agent extracts vendor/amount/line items, matches chart of accounts via embeddings, posts draft bill to QBO/Xero, flags anything over $1K for owner review.
A day in the life
What this agent actually does.
- 1
8:14am: 3 vendor PDFs hit accounts@ inbox → extracted to structured JSON in 12 seconds each
- 2
8:16am: auto-matches to GL codes with 91% confidence; 1 flagged for owner (ambiguous vendor)
- 3
End of day: drafts posted to QBO, Slack summary: '14 bills posted, $8,420 total, 1 needs review'
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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