EXTRACT
Your efficiency journey starts here – our flagship platform to source, process and manage your clients’ expense data.
It’s simple automation that you control.
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The right product for you
Our solutions take you from essential data extraction, through advanced automation to full process perfection. Our team will guide your through the options available to reach and surpass your goals, giving you full control.
Extract
No Paper. No Chasing. No Data Entry.
Our foundational platform to source, process and organise clients’ transaction data.
Simple Item Submission- Free mobile app for clients
- Unlimited receipt and invoices
Accurate Extraction- Extract data with 99% accuracy
- Avoid manual entry of receipts and invoices
Smart Automation- Auto-collect data from suppliers (Fetch)
- Monthly submission reminders
Data Management- Simple, secure data storage and archiving
- Export data to CSV/PDF
- Link to your accounting software
Streamline
Unlock capacity with advanced automation.
Accelerated processing and management tools to increase growth, profit and value.
Advanced Collection- AI-powered submission reminders
Accurate Extraction*- Bank statement extraction (50 sheets/ month)
- Accelerated extraction speed (60/ year)
Enhanced Integration- Auto-publishing
- Additional software integration
Automated Workflows- Customizable category rules
- Smart bank feed matching
- Duplicate Transaction Alerts
- Auto-Fetch Bank Statements
Optimize
In-depth analysis, insight and reports.
Full practice visibility to track and improve internal processes.
Instant Communication Tools- Targeted communication in app and mobile to resolve bookkeeping issues
Efficiency and Insights- Workload management statistics
- Team efficiency analysis
- Client reporting and analysis
Premium Business Support- Process efficiency consulting
- Bespoke client onboarding service
- Personal account management
Customise your experience
Add additional functionality to your product package to create a tailored client offering.
Client Communication
Targeted communication in-app and mobile to resolve bookkeeping issues.
Advanced Extraction
Additional line item extraction, bank statement extraction or accelerated processing.
Expense Management
Create effortless expense reports for clients, with automated expense collation and processing.