AI tool that automates invoice creation and expense tracking from receipts, emails, and payments—streamlining billing and bookkeeping
Product Category
Financial Management
Product Subcategory
Invoice and Receipt Tracking
AI Functions
- Automatically scans email accounts and web portals to detect invoices and receipts
- Uses OCR to extract key data fields like amounts, dates, and vendor details
- Reconciles extracted invoices with bank statements to identify discrepancies
- Allows rule-based filtering to classify and organize documents accurately
- Forwards processed data to accounting tools such as QuickBooks, Google Drive, or Excel
Product Core Functions
GetInvoice automates invoice and receipt collection and processing across email and web platforms. By syncing to email inboxes and portals, it detects documents, extracts structured data, applies validation logic, and seamlessly delivers this information to accounting systems or cloud storage—eliminating manual collection and entry.
Key Features
- Email & Portal Integration: Connect multiple Gmail, Outlook, IMAP accounts plus Chrome extension for dashboard retrieval
- OCR Data Extraction: Automatically captures line items, totals, vendor IDs, invoice dates, and more
- Bank Reconciliation: AI matches invoices with transactions to highlight missing or inconsistent entries
- Custom Rules Engine: Set sender filters, vendor codes, and document classifications for accuracy
- Automated Delivery: Export processed invoices and data to QuickBooks, Google Drive, or folders
- Expense Tracking Dashboard: Visualize spend per vendor or category and track active subscriptions
Ease Of Use
- Setup: Quick installation via Chrome extension and email account linking; rules can be configured easily
- Daily Workflow: AI runs daily scans; delivers clean, reconciled invoice data automatically
- Team Adoption: Intuitive dashboard UI requires minimal training for non-technical users
- Integration: Supports Gmail, Outlook, QuickBooks, Google Drive; webhook or API integration available in some tiers
- Administrative Load: Low—mostly involves reviewing dashboard insights, adjusting parsing rules, and managing account access
Use Cases
Freelancers & solopreneurs automating bookkeeping with minimal effort
Small business owners streamlining invoice collection and expense monitoring
Accountants and finance teams managing client documents at scale
E-commerce and ad-driven businesses retrieving receipts from platforms like Amazon or Google Ads
Agencies consolidating financial workflows across invoices, receipts, and banking data
Conclusion
GetInvoice streamlines financial document management using AI-powered retrieval, OCR, and reconciliation—turning scattered emails and portal invoices into structured, deliverable accounting data. It saves time, reduces errors, and integrates with major accounting tools. Perfect for small teams, freelancers, and accountants seeking accurate invoice workflows without manual labor