Stop paying your highly-skilled accountants to type numbers from PDF bank statements into spreadsheets. DocFlow reads those documents automatically and puts the numbers exactly where they need to go. It works 24/7 without coffee breaks, so your team can focus on advising clients instead of data entry.
For Your Team:
Eliminate manual stress. Your team spent 600+ hours last year on data entry. With DocFlow, they spend that time on tax planning and client consulting.
For Your Bottom Line:
Double your client base without doubling your headcount. Scale revenue through efficiency, not by increasing payroll costs.
Our AI engine ingests PDFs of any format—invoices, W-2s, or bank statements—and intelligently identifies key data fields. It eliminates 95% of manual data entry work instantly. The system learns your clients' specific document formats over time, becoming more accurate with every scan.
Numbers aren't just extracted; they are populated directly into your spreadsheets (Excel/Google Sheets) or formatted for import into accounting software like QuickBooks and Xero. No more CSV cleaning or manual re-formatting—just clean, validated data ready for review.
Integrates with: QuickBooks, Xero, Sage, NetSuite, and custom Excel templates.
The system flags any low-confidence data points for human review, ensuring 99.9% accuracy. Your team only reviews the complex 3% of cases. The dashboard highlights exactly what needs attention, so you don't waste time scanning thousands of clean entries.
"Confidence Scoring" technology catches mismatches before they hit your books.
All processed documents are encrypted and stored in an organized, searchable cloud vault. Retrieve any client document from years past in seconds. Full audit trails ensure you know exactly who accessed what and when.
Bank-grade encryption | SOC2 Type II Compliant architecture | Role-based access control
Connect DocFlow directly to your firm's internal databases or CRM. Ensure every client financial profile is automatically updated and synced in real-time. No more "stale data" or manual copy-pasting between systems.
Custom API and Webhook support for proprietary firm software.