QuickBooks Online: OCR Invoice Extraction for Billing

Simplify and streamline your financial management with Wrk. Our automation solution is designed to take the hassle out of invoice and bill processing, so you can focus on what truly matters – growing your business.  

Here's how our automation works its magic:

1. Invoice Extraction: Tired of manually inputting invoice details? Our automation does the heavy lifting for you, extracting essential details like Supplier Name, Total Amount, Document Number, Transaction Date, and Due Date from your invoices or bills.
   
2. Smart Vendor Search: We've eliminated the painstaking process of manually searching for vendors in Quickbooks Online (QBO). Our automation does it for you. If the vendor isn't found, don't fret – we've got your back with an automatic email notification.
   
3. Duplicate Document Detection: Worried about duplicate bills? Our system does the double-checking for you. It ensures that the same Document Number isn't assigned to multiple bills for accurate record-keeping.
   
4. Seamless Expense Account Integration: Have a preferred expense account for each bill? No problem. Our automation locates the exact account you've entered, ensuring precise categorization. And if an account is missing, we'll send you an email alert to keep things smooth.
   
5. Efficient Bill Creation: No more manual bill creation. Our automation combines the extracted information from steps 1, 2, and 4 to craft a comprehensive bill seamlessly integrated into your QBO.
   
6. Instant User Notification: As soon as the bill is created, we'll send you an email with a handy URL directly to your newly minted bill.