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Built for accounting and bookkeeping firms

Reduce the time spent chasing clients for documents.

Automatically collect, process and organise invoices using WhatsApp and email — ready to fit your existing workflow.

From messy documents to structured data — ready for your workflow.


Book a Free Demo See How It Works

Works with WhatsApp, Email and your existing tools — output format can be adapted to your workflow.

Two simple ways to capture invoice data

Your clients keep sending documents the same way — you get structured data ready for your accounting workflow.

Process paper invoices with WhatsApp

Take a photo, send it through WhatsApp, and watch the invoice data land in a structured sheet.

Process invoices received by Email

Forward invoice text or attachments and create organized digital records automatically.

From client documents to clean accounting data

Reduce repetitive work and turn messy documents into structured data — ready to use in your accounting system.

1

Receive

Clients send invoices by WhatsApp or Email, using the same tools they already know.

2

Capture

Vendor name, invoice number, date, totals, and tax values are extracted into structured columns.

3

Organize

Each invoice is saved as a digital record, with a link placed next to the extracted data.

4

Export

Use Excel, CSV, use tools like Google Sheets or your preferred system, or a custom template to prepare the data for your accounting software.

Ready for your existing accounting workflow

You do not need to replace your current software. Every generated table can be customized to match the columns and format your firm already uses, making the data easier to import into QuickBooks, Xero, Sage, or other accounting platforms.

Along with the extracted financial data, each row can include a secure digital record link so your team can review the original invoice, image, PDF, or source text when needed.

Google Sheets Excel .xlsx CSV PDF records Custom templates

Designed for messy real-world invoice workflows

Invoices do not always arrive in a perfect format. Some are paper receipts, some are PDF files, and some are pasted directly into the body of an email. RB AutoAI helps turn those inputs into organized records your team can use.

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WhatsApp capture

Let clients send quick invoice photos without asking them to install another app or log into a portal.

📩

Email processing

Process invoice data from email bodies, PDF attachments, or forwarded vendor messages.

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Digital records

Store invoice files and generated records in Google Drive or your preferred system, organized for review and audit support.

Want to see how this could work for your firm?

Request a short demo and see how invoice capture through WhatsApp and Email can reduce manual entry in your current workflow.

Book a Free Demo

Book a Free Demo

Tell us a little about your firm and we’ll contact you to arrange a short demo.