For bookkeeping & accounts-payable firms

Invoices in.
Clean books out.

We turn your clients' invoices into checked, ready-to-import entries for QuickBooks Online and Xero. Every invoice is math-checked, duplicates are caught, and anything unclear is flagged, never guessed. You pay only for invoices that pass.

Start a 30-day pilot See how it works

Pilot: $99 for up to 200 invoices. No contract.

7checks on every invoice
$0for invoices that fail a check
24htarget turnaround
0guessed values

How it works

Three steps. Nothing new for your clients to learn.

  1. 1

    Forward or upload

    Email invoices to a private intake address for each client, or drop them in a shared folder. PDFs, scans and phone photos all work.

  2. 2

    We extract and check

    AI reads every field and line item. Our rules check the math, dates and duplicates. A trained reviewer handles anything that doesn't pass.

  3. 3

    Import and move on

    Get vendor, dates, totals, tax and every line item as a QuickBooks- or Xero-ready file, usually the same business day.

Harbor Linen ServiceINVOICE HL-30176
Patient bibs, case of 500$114.00
Scrub laundering (40 lbs)$74.00
Lab coat rental$32.50
Total due$205.50
Line math
Subtotal + discount = total
Not a duplicate
Date 03/10: flagged for review
Reviewer confirmed Oct 3 · Ready to import

Why firms switch

Capture tools give you a draft.
We give you a finished entry.

Typical capture app

  • Reads the document; your team checks every field
  • Silent errors when totals don't add up
  • Line items skipped or merged
  • Per-seat pricing, whether it's right or not

WorkUnit Labs

  • Every invoice math-checked before you see it
  • Unclear fields flagged with the reason, never guessed
  • Full line-item detail, every time
  • Pay per accepted invoice: fails a check, it's free

What "accepted" means

An invoice is billable only if it passes every check.

Anything that fails comes back flagged with the exact reason, so your team knows where to look.

∑

Totals reconcile

Line items equal the subtotal; subtotal plus tax and fees equals the total.

×

Line math is right

Quantity times unit price matches every line amount.

✓

Required fields present

Vendor, invoice number, date and total, every time.

⧉

No duplicates

The same vendor and invoice number is caught across batches.

◷

Dates make sense

Readable, not stale, not in the future, due after issued.

?

Nothing guessed

Blurry or cut-off values are flagged, never filled in.

Pricing

Priced by the invoice, not the seat.

Start here

Pilot

$99
one time · 30 days
  • Up to 200 invoices
  • Full line-item extraction
  • QuickBooks / Xero-ready files
  • Results report: accuracy and time saved
Start a pilot

Practice

$199/mo
300 accepted invoices · $0.60 each after
  • Everything in Pilot
  • Private intake inbox per client
  • Same-business-day turnaround
  • Duplicate detection across batches
Talk to us

Firm

$499/mo
1,000 accepted invoices · $0.45 each after
  • Everything in Practice
  • Direct QuickBooks / Xero delivery
  • Custom fields and GL coding rules
  • Priority support
Talk to us

Invoices that fail a check aren't billed. Monthly plans renew monthly; cancel any time.

Your clients' data

Handled like it's financial data. Because it is.

  • Encrypted in transit. Uploads and deliveries travel over HTTPS.
  • Used only for your work. Documents are processed to produce your entries and are never used to train AI models.
  • Limited access. Only the reviewers assigned to your account can see your documents.
  • Retention you agree to. We set a deletion schedule with you before the first batch.
  • You stay in control. We prepare entries; your team posts them and approves payments.

FAQ

Questions firms ask us

Is this just OCR?

No. OCR turns an image into text. We return structured entries (vendor, dates, totals, tax and every line item) and check that the numbers reconcile before calling an invoice done.

What happens when the AI gets something wrong?

Our checks catch most errors before they reach you: totals that don't reconcile, missing fields, duplicates and implausible dates. Those invoices go to a reviewer and aren't billed unless they're fixed. If an accepted invoice turns out to be wrong, tell us and we'll credit it.

Do my clients have to change anything?

No. Keep collecting invoices the way you do now and forward them to the intake address, or drop them in a shared folder.

Which accounting software do you support?

QuickBooks Online and Xero files today. Tell us what you use in the pilot form and we'll tell you how we'd deliver.

Do you post bills or make payments?

No. We prepare clean entries; your team stays in control of posting and payments.

Can we sign a data-processing agreement?

Yes. Ask in the pilot form and we'll send ours, or review yours.