Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Less data entry from receipts and bank statements.
Receipt and bank statement data entry takes hours your team could spend on review. We set up the flow that gets receipts and statements out of inboxes and folders and into QuickBooks Online or Xero, ready for review. Anything unclear goes to a person, not a guess.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Forwarding receipts from client emails into the books one at a timeDone by hand, every weekCollect from wherever they arriveManualAutomated
- Typing figures from PDF bank statements when a feed isn't availableDone by hand, every weekRead the detailsManualAutomated
- Matching receipts to transactions by hand at month endDone by hand, every weekSend to your booksManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- Custom Python
- QuickBooks Online
- Tracker
- Receipt receivedEmail
Collect from wherever they arrive
Email inboxes, shared folders, and upload links all feed one place.
- Details readCustom Python
Read the details
We pull the date, amount, and vendor from each document. When no-code tools hit their limits, we write custom code.
- Sent for reviewQuickBooks Online
Send to your books
Entries or attachments go to QuickBooks Online or Xero for your team to review.
- Exceptions listedTracker
Catch what needs a person
We flag anything unclear for a person instead of guessing.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Does this work with the receipt tools we already use?
Often, yes: if your firm already uses a receipt capture tool, we connect to it rather than replace it. On the free time audit, we look at how receipts reach your team today and check whether your tool can connect. If it can't, we'll tell you before any work starts.
What happens when a document is unclear?
The workflow flags it for a person to check instead of posting it automatically. Your team looks at the document, then fixes or approves the entry. Nothing unclear reaches your books without a person looking at it first, so the automation never guesses on your behalf.
Can you handle PDF bank statements?
Usually, yes: when a bank feed isn't available, the workflow reads the figures from PDF statements so your team doesn't have to type them in. Entries go to QuickBooks Online or Xero for review, and anything it can't read clearly goes to a person. Your team still reconciles and approves everything.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.