Case studyEvery vendor bill used to be typed in by hand. Now the bookkeeper checks one screen and clicks Go.
It's separate from QuickBooks: a small app on the bookkeeper's computer that connects to QuickBooks Online. It reads each scanned bill, files it in the right vendor folder and shows her one short list to check. One click and the bills are in QuickBooks.
About 200 hours
a year of typing and filing, gone
0 failed bills
since it went live
Intuit-approved connectionApproved by Intuit to connect to live QuickBooks books. Hours estimated at 50 bills a week, about 5 minutes each.
Scan the bills. Check one screen. Click Go.
Click a step to see the screen.
- Start here
Scan at the copier or save the PDF into one folder.
See this step →Shown below ↓ Each bill read and matched to its vendor. Anything unclear is flagged, never guessed.
See this step →Shown below ↓Vendor, date, number and amount entered. Nothing is paid.
See this step →Shown below ↓
Invoices folder
Open the app and it reads every file in the folder.
File invoices
Filed 3 files. 2 bills entered in QuickBooks.
- Sam's Club, $177.85, entered as a bill
- Amazon, $103.68, entered as a bill
- Marchon statement filed in its vendor folder
Nothing is paid. Undo takes the files back and removes the bills.
Sample vendors and amounts. The screens are simplified from the real ones.
What changed in the office.
Before
By handAfter
AutomaticPatient data
- Lab bills can carry patient names, so each one is read in the practice's own cloud account, under a HIPAA agreement.
- Nothing is kept after the read.
- QuickBooks gets the vendor, date, number and amount, never the page.
That's very simple and effective … I don't have to enter [them]. I just have to go back in and pay [them] when it's an appropriate time.
30 minutes. You keep the map.
Tell us how bills get into your books today. We'll send you an Opportunity Map with the fix for each thing we find, yours to keep whether you hire us or not.