For accountants
The client sends their documents. They call them photo, scan2, thing invoice. Every month.
What the tool does
- Identify invoices, credit notes, quotes, bank statements, payslips and certificates.
- Rename to the firm's convention, with the date first:
2026-03-14_invoice_EDF.pdf. - File by year, or by client then by year.
- Spot duplicates: the same invoice sent twice, through two channels.
What it does not do
It extracts no amounts and does no accounting. Reading the fields of an invoice is another job, and it will be Klarentry.
Reconciling documents against a bank statement is planned, after launch, and will remain a reconciliation of documents.