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Description
Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.
Description
Receiptor AI automates receipts, invoices, and bills from emails.
The following are the key features:
- Automated high-precision document extraction: Scans email body and attachments to find receipts and invoices.
- Data Categorization : Uses AI for categorizing documents by context (i.e. type, vendor, dates, etc.).
- Accounting System Integration: Exports data automatically to systems such as QuickBooks and Xero.
- User-Friendly dashboard: Provides a summary of documents processed and generates financial reporting.
- Compliance and security: Assures data privacy, and meets auditing standards.
Multi-user Access: Provides access based on roles and activity logs to facilitate team collaboration.
It simplifies tax preparation, expense tracking, and financial oversight.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Xero
Dropbox
Expensify
Google Drive
Google Sheets
Hyperfish
MYOB
MYOB Acumatica
Microsoft Excel
Integrations
QuickBooks Online
Xero
Dropbox
Expensify
Google Drive
Google Sheets
Hyperfish
MYOB
MYOB Acumatica
Microsoft Excel
Pricing Details
$10 per month
Free Trial
Free Version
Pricing Details
$19/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CloudBusiness
Founded
2016
Country
United States
Website
b-importer.com
Vendor Details
Company Name
Merlino, Inc.
Founded
2023
Country
United States
Website
receiptor.ai
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management