Sales & OrdersAI optional
WhatsApp Order & Follow-up Bot
Never lose an order inquiry in a busy chat again.
FinanceAI optional
Invoice & Expense Data Entry Bot
Turn supplier invoices into clean, reviewed records.
The problem
Typing invoice details into spreadsheets or accounting software is slow and error-prone. Totals don't match and duplicates slip through.
Who it's for
- Accountants and bookkeepers
- Small finance teams
- Businesses with many supplier bills
Key features
- Import invoice lines (CSV/Excel) or paste invoice text
- Extract structured invoice fields (AI, from text)
- Validate totals where possible
- Flag missing information
- Detect potential duplicates
- Export validated data
- Nothing is posted to accounts without your review
Example workflow
- 1
Invoice lines are imported, or invoice text is pasted
- 2
Fields are structured (optional AI extraction from text)
- 3
Line totals and invoice totals are checked
- 4
Missing fields and duplicates are flagged
- 5
A reviewed CSV is ready to export
Configuration requirements
- Invoice line export, or invoice text for AI extraction
- Image/PDF extraction is not yet available (requires vision models — planned for bring-your-own-key)
| Column | Required | Description |
|---|---|---|
| invoice_no | Yes | Invoice number |
| vendor | Yes | Supplier |
| invoice_date | No | YYYY-MM-DD |
| qty | No | Line quantity |
| unit_price | No | Line unit price |
| line_total | No | Line total |
| invoice_total | No | Stated invoice total |
AI requirements
Validation and duplicate detection are rule-based. Text extraction uses AI. Image/PDF AI is not part of the included allowance.
- Extract vendor, date, number and totals from invoice text
Often used together
FinanceAI optional
Payment Reminder & Recovery Bot
Get paid on time without awkward follow-up calls.
Operations
Low-Stock & Reorder Assistant
Know what to reorder before shelves go empty.