Do you extract Individual Line Items from Invoices AND Bank and Credit Card Statements?
Yes, we do.
Can I set simple transactions for certain vendors to automatically code to a general ledger account?
Absolutely! Our software allows you to automate how transactions are coded. What we facilitate, is extracting all the data out of a customer’s documents and pushing the data into that interface. (Note – Some items like statements might require a day or two of additional work for us to make sure the data is extracted correctly. This is due to the huge variety of ways that transactions show up in the thousands of banks that are in the global marketplace.
Can I insert the source document into Quickbooks desktop version?
This feature should be ready by March 31 2016.
Can I request additional features?
Yes. We are happy to incorporate new features into our application. Please send an email to firstname.lastname@example.org.
What counts as a “page extraction”?
A single invoice or receipt which could be multiple pages. A single month of a bank or credit card statement which could be multiple pages. We charge by the page.