Accounting firm document automation

Bookkeeping Document Automation for Accounting Firms

Organize client invoices and receipts, extract bookkeeping fields, review exceptions, flag likely duplicates, and export approved Excel/CSV rows without retyping every document.

Choose a plan See monthly workflow
Plans from $29/month or $290/year Invoice and receipt batches Excel/CSV exports
Client batch
AP
Acme Plumbing April invoices and receipts
42 docs
ME
Metro Electric card receipts and vendor bills
18 docs
RL
River Lane Dental month-end review queue
27 docs
Selected row
Invoice #10492 Ready
Vendor Summit Supply Co.
Total $1,284.19
Category Materials
Review status
Ready 37
Needs review 3
Possible duplicates 2
Approved 19
Approve Export Excel Export CSV
The bookkeeping bottleneck

Manual client document entry slows every close

Client invoices and receipts arrive through email, portals, scans, folders, and phone photos. The hard part is turning that pile into clean rows your team can trust.

Messy client intake

Documents arrive with inconsistent names, formats, scan quality, vendor layouts, and missing context.

Manual field entry

Bookkeepers still type vendor, invoice number, dates, tax, totals, categories, and line items by hand.

Duplicate risk

The same invoice or receipt can be uploaded twice unless possible matches are surfaced before approval.

Monthly client workflow

A review-first flow from document pile to approved export

Use PDFData to move recurring client batches through extraction, exception review, and bookkeeping-ready export.

Step 1

Organize by client

Separate invoice and receipt batches by client workspace. Client-specific rules are coming soon.

Step 2

Upload in bulk

Process multi-file batches of PDFs, scans, JPGs, and PNGs instead of opening every document manually.

Step 3

Review exceptions

Check low-confidence fields, validation warnings, category suggestions, and possible duplicate documents.

Step 4

Export approved rows

Download clean Excel/CSV files for your bookkeeping workflow. QuickBooks/Xero-ready CSV formats are on the roadmap.

Accounting-focused capabilities

Built around the work accounting teams repeat every month

Core extraction and export are available today. Accounting-specific memory, rules, and accounting-system CSV formats are presented as roadmap direction.

Client workspaces

Keep recurring invoice and receipt batches organized by client. Client-specific rules are coming soon.

Bulk upload

Upload many client documents together and review extracted rows in one workflow.

Invoice extraction

Capture invoice number, vendor, due date, subtotal, tax, total, and line-item detail.

Receipt extraction

Extract merchant, date, amount, tax, payment method, and expense details from receipts.

Review queue

Focus human review on exceptions, low-confidence values, and documents that need a final check.

Validation checks

Compare totals, taxes, line items, and confidence signals before approving extracted results.

Duplicate detection

Flag possible duplicate invoices and receipts by vendor, date, invoice number, and total.

Category suggestions

Use suggested categories as a review starting point. Vendor memory for recurring mappings is coming soon.

Excel/CSV export

Download approved rows as Excel and CSV files. QuickBooks-ready and Xero-ready CSV exports are roadmap items.

Before and after

Turn messy client files into reviewable bookkeeping rows

Use the extracted data as a structured review queue before your team approves exports.

Before: client files

invoice_10492.pdf IMG_2841_receipt.jpg office-depot-scan.png invoice_10492_copy.pdf

After: extracted bookkeeping rows

Vendor / merchant Date Total Category Status
Summit Supply Co. 2026-04-12 $1,284.19 Materials Ready
Shell 2026-04-15 $68.44 Fuel Needs review
Office Depot 2026-04-18 $142.05 Office supplies Possible duplicate
Secondary finance workflows

Use the same extraction engine beyond invoices and receipts

Accounting firms can keep invoice and receipt processing as the lead workflow while still using PDFData for broader document extraction needs.

Bank statements

Extract structured rows from financial PDFs when a client sends supporting statement files.

Financial reports

Turn recurring PDF reports into spreadsheet-ready data for review and analysis.

API workflows

Use PDFData alongside internal tools when your team needs repeatable extraction at scale.

Subscription pricing

Plans for recurring bookkeeping document work

Choose monthly or annual billing for invoices, receipts, and other PDF extraction workflows. Each plan includes a monthly document allowance.

Starter

For testing invoice and receipt processing

$29 /month
Get started

Starter subscription for small document batches with monthly or annual billing.

  • 100 documents/month
  • 1 client workspace
  • 10-file batch uploads
  • Invoice and receipt extraction
Recommended

Business

For small businesses and solo bookkeepers

$99 /month
Get started

Business subscription for steady bookkeeping with monthly or annual billing.

  • 500 documents/month
  • 3 client workspaces
  • 50-file batch uploads
  • Validation and duplicate flags

Pro

For bookkeepers managing multiple clients

$249 /month
Get started

Pro subscription for multi-client bookkeeping workflows with monthly or annual billing.

  • 2,000 documents/month
  • 25 client workspaces
  • 100-file batch uploads
  • Line-item review

Agency

For bookkeeping firms processing documents at volume

$499 /month
Get started

Agency subscription for firms processing at volume with monthly or annual billing.

  • 5,000 documents/month
  • 100 client workspaces
  • 250-file batch uploads
  • Sample-batch onboarding
Compare plan limits

Pick the tier that fits your document load and client count

Plan Monthly price Annual price Documents/month Client workspaces Batch upload limit
Starter $29/month $290/year 100 1 10 files
Business $99/month $990/year 500 3 50 files
Pro $249/month $2,490/year 2,000 25 100 files
Agency $499/month $4,990/year 5,000 100 250 files

Each subscription includes a monthly document allowance and monthly or annual billing for recurring extraction workflows.

FAQ

Questions from bookkeeping and accounting teams

Answers for firms evaluating invoice and receipt extraction for recurring client work.

Give your firm an invoice and receipt review queue

Create an account, choose a monthly or annual subscription, and start turning client documents into approved Excel/CSV exports.

Choose a plan