Stop wasting hours chasing invoices, receipts, and credit memos. Connect every inbox on your team, not just yours, and we'll sync it all to your accounting software.
Accuracy case study
551 PDF files, some holding more than one bill: clean PDFs, scans, phone photos and faxes in 13 layouts. They were emailed the way vendors send them to the inboxes of 5 client companies on QuickBooks, all managed from one bookkeeping firm account, and every document was scored against its own answer key.
523 of 534 documents classified correctly as an invoice, receipt or credit memo (97.9%). Nothing was created for all 25 vendor statements, the correct result. Of the 11 not classified correctly, 4 were held for review. 479 of 514 had every key field right, and 96.8% of all fields were read correctly. Of the 35 with a key field wrong, 10 were held for review.
Four documents did not complete processing during the test, because of a temporary storage error, one email that did not arrive, and two attachments that were not processed. They are counted as misses.
Every team member connects their own inbox. DocStreamAI monitors all of them, extracts the data, and syncs it straight to your accounting software.
Every team member connects their own inbox. DocStreamAI monitors all of them, extracts the data, and syncs it straight to your accounting software.
Our approach to AI
A summary that is mostly right is still a good summary. A bill that is mostly right puts a wrong number in your books. So our AI reads the document, and then code checks what it read before anything is posted.
Paste an invoice into ChatGPT or Claude and it will read most of it correctly. No model reads every field right every time, and the chat never tells you which one it missed. It also has no record of what is already in your books, so the same bill pasted twice gets entered twice. A wrong total or a duplicate bill posts looking like every other entry.
After the AI reads a document, dozens of validation checks written in code test what it read, before anything is posted. Unlike a model, code gives the same answer every time.
A document that fails a check is held for review instead of being posted to QuickBooks or Xero. You see it, you decide, and only then does it reach the books.
You keep the judgment. We do the data entry — as much or as little of it as you allow.
Anything flagged waits for you — whatever the setting says.
Manual stops creates, not attaches — turn on Receipt approval to hold matched receipts too.
Same eight hours, two halves of one screen.
Your side
Asleep. The inbox keeps filling anyway. That is the part that used to wait for you.
Manage all your clients
One login. Every client keeps its own books and its own settings, and nothing is pooled.
A bill lands in a client's inbox
Connected Gmail and Outlook, plus each org's own intake address.
Read, and separated from the rest of the mail
Invoices, receipts and credit memos pulled out, attachments included.
Vendor and category matched to that client's own lists
Your chart of accounts. It never invents an expense category.
Duplicates flagged, nothing overwritten
There is no update and no delete path. It can only ever create.
Prepared and waiting for you
On manual mode nothing is created in the books until you say so.
7:00 AM · what you walk into
Two narrated tours of the real app. Pick the business owner view or the accounting firm view.
DocStreamAI watches your bank and your books for transactions that have no supporting document, then chases the paperwork down for you so nothing closes with a receipt missing.
Connect your bank alongside QuickBooks or Xero. DocStreamAI flags every posted transaction that has no receipt or bill behind it.
Follow-up emails collect the missing documents for you — you choose which transactions go to whom, and how often they are asked.
Submit the expense or bill, attribute a transaction already in your books, or mark it handled, right from the feed.
Charges this month
Operating account ····4417
Amazon Web Services
Jul 2 · Needs receipt
Delta Air Lines
Jul 1 · Needs receipt
Staples
Jun 29 · Documented
Shell Fuel
Jun 28 · Documented
DocStreamAI removes about 80% of the manual time spent processing documents end-to-end. Adjust the inputs below to see your yearly return.
Drag to see savings scale with volume.
Red is by hand, blue is with us. Shaded area is what you keep.
Estimates assume 1 document ≈ 1.5 pages and a manual baseline timed end-to-end (Gmail or Outlook inbox → bill posted in QuickBooks). Tier limits and pricing reflect current DocStreamAI plans.
One document, all the way
From inbox to accounting software in four simple steps. Here is what happens to a single bill at each of them.
Step 1
Handled by: the inbox each person connected
Each person on your team links their own Gmail or Outlook account. DocStreamAI watches every one of them for financial documents in real time.
Step 2
Handled by: classification and extraction
Every document is identified, categorized, and read. The vendor, the amounts and the dates come out as structured fields, so there is nothing left to go and find.
Step 3
Handled by: your rules, your review, or your approver
Configure per-vendor rules so trusted senders flow through automatically while others stay in review.
Step 4
Handled by: QuickBooks or Xero
Bills and receipt attachments are synced to QuickBooks or Xero. Your books stay current.
Where it ends up
From standard bills to complex commercial documents, DocStreamAI reliably extracts structured data across every invoice format.
Typical vendor bills
Typical vendor invoices with line items, totals, and payment terms. Every field below comes off the page as its own value, not as a blob of text.
Plus the invoice date and due date, the vendor's address, phone and email, the currency, any discount, and the tax on each individual line.
Partial billing
A partial invoice against a larger contract, common in construction and consulting. It reads what was already paid, what is being asked for now, and what is left.
Plus the invoice date and due date, the vendor's address, phone and email, the currency, any discount, and the tax on each individual line.
Import & export
An import/export invoice is laid out nothing like a standard bill, and it still comes back as the same structured record: who billed whom, the currency, every line, and the totals underneath.
Plus the invoice date and due date, the vendor's address, phone and email, the currency, any discount, and the tax on each individual line.
The route one document takes
Your financial documents deserve the highest level of protection.
Stage 1 · Authorization
Gmail, Outlook, QuickBooks, and Xero connections use permission-scoped OAuth2 authorization.
OAuth2
Stage 2 · In transit
All data is encrypted via TLS/HTTPS and transmitted securely with end-to-end encryption across every service.
TLS/HTTPS
Stage 3 · At rest
All documents, extracted financial data, and associated emails are encrypted prior to storage.
AES-256
Pay for what you use. Every plan includes generous monthly limits with flexible overages.
For solo operators with a light monthly document load.
For individuals getting started with automated document processing.
For growing teams that need stronger controls and deeper automation.
For teams that need higher processing volume and granular visibility.
For operations teams requiring advanced integrations and cross-team visibility.
Start your free trial today. No credit card required. Set up your account in under five minutes.
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See it with QuickBooks
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