Compatibility
The Invoice Automator is intended for Spanish accounting firms. It currently exports to a3asesor via its link file. If the firm uses another accounting program, I adapt the integration to fit, and I do it promptly.
Accountancy firms, tax advisers and business practices
Client invoices posted without retyping them, and without leaving the firm
Invoices arrive as PDFs, by email or as photos, and someone types them in one by one. I built the Invoice Automator so that the AI reads them on a computer in your firm. Your team only reviews and validates them.
See a demonstration of the Invoice AutomatorPrivacy first
The AI runs on your equipment.
The AI models run on a computer in the firm. Invoices are not sent to cloud services to be read.
No accounts and no telemetry.
The Invoice Automator does not need you to sign up for any service, and it does not send usage data.
Protected passwords.
If it collects invoices from a mailbox, the password is stored in Windows Credential Manager, never in a file.
Nothing is deleted or changed on its own.
It does not delete emails, it does not change amounts and it does not apply ledger accounts without your confirmation.
Your accounts stay untouched.
It only reads the listings you print to PDF from your accounting software. It never opens your data files.
I help you document the data processing of the Invoice Automator in your record of processing activities.
How it works
01
It collects the invoices.
From the firm's mailbox, by dragging them into the window or from a folder. It accepts PDFs, photos, forwarded emails and .zip files, and it does not repeat ones it already has.
02
It reads each invoice.
It extracts the supplier or customer, NIF (Spanish tax ID), number, date, taxable bases, VAT, withholding and total. It separates several invoices inside the same PDF.
03
It checks.
It reconciles bases, tax amounts and the total. It flags a NIF with an incorrect check digit, duplicates and invoices that are already posted. It identifies which client company each invoice belongs to by its NIF.
04
You validate and export.
You review with the invoice in view, validate the correct ones in bulk and generate the import file for your accounting software.
Engagement
It is not a product you take on a licence or a fee: it is a custom service I deliver turnkey.
What else I do for firms
Administrative tasks
Automation of repetitive administrative tasks (client set-up, collecting documents, reminders).
Basic security
A basic security review: backups, access, mailboxes and computers.
Connecting tools
Connecting your accounting software, your CRM or your client portal.
Method
How I work
01
Consultation call (30 min, free).
You tell me what your business does, how your team works and which tasks take up most of your time.
02
Written proposal.
What to organise or automate first, with which tools, the scope and the price.
03
Implementation.
I set up, integrate and test with your team, step by step, without disrupting day-to-day work.
04
Ongoing support, if you need it.
Each month we review what's working and what needs adjusting.
Contact
See a demonstration of the Invoice Automator
Tell me how invoices reach your firm today and which accounting software you use. I reply within 24 hours.