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Invoice & Document Automation

Eliminate paperwork chaos. Automate invoice extraction, categorization, and processing — saving hours of manual admin work every week.

What It Does

Invoice & Document Automation reads, classifies, and organizes invoices, PDFs, and receipts automatically. It syncs with your accounting systems, tracks payments, and even routes documents for approval — all in one seamless workflow.

Key Benefits

  • Extracts key details like vendor name, date, and total automatically.
  • Reduces errors caused by manual data entry or missing paperwork.
  • Integrates directly with QuickBooks, Xero, or Google Sheets.
  • Stores and categorizes files securely in your cloud or CRM.

How It Works

Using AI-powered OCR (Optical Character Recognition), this automation reads incoming invoices from email, upload, or scanner, and sends the extracted data to your accounting or reporting systems. Custom logic can match vendors, tag accounts, and even trigger approval notifications.

Popular Use Cases

  • Accounting teams processing invoices or receipts automatically.
  • Property managers or HOAs organizing maintenance invoices by property.
  • Small businesses wanting real-time visibility into expenses and payments.
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