Bookkeeping That Runs Without You.
Try it risk-free — you decide what posts
Your real documents
01Connect Gmail or Outlook and your own invoices and receipts flow in. Not sample data, not a sandbox — the documents your business actually receives.
The whole app, live
02Every field extracted, every vendor matched against your real QuickBooks or Xero list, every line categorized. You see the product working, not a demo of it.
Nothing posts
03On manual mode DocStreamAI creates nothing in QuickBooks or Xero. You see exactly what it would have posted, down to the account and the amount, before it can.
You decide when
04Approve one document to watch it land, or stay on manual for all 14 days. Invoices, receipts and recurring invoices each have their own switch.
Supported software integrations
Gmail
Outlook
QuickBooks
XeroSee what your time is worth.
DocStreamAI removes about 80% of the manual time spent processing documents end-to-end. Adjust the inputs below to see your yearly return.
Plan scales with your roster (3–300).
2,400 total documents / month across the firm.
Cost vs. client roster
Red is by hand, blue is with us. Shaded area is what you keep.
The Hidden Costs
Questions people ask before they start
Q: How does DocStreamAI grab my clients' documents?
A: It monitors the connected inboxes of your clients and team members and automatically detects incoming emails with financial documents, classifying and separating invoices, receipts, and credit memos from everything else.
Q: Do my accounting software vendors and expense categories get used?
A: Yes. DocStreamAI reads each document and matches the vendor and expense category to the ones already set up in your QuickBooks or Xero account. You're in control of how each vendor is categorized: pin a vendor to a specific expense category, or let DocStreamAI AI-categorize it for you — whichever you prefer.
Q: Where does the extracted data end up?
A: Everything lands in the DocStreamAI app first. From there — depending on your account settings — each document is either manually approved by your team or automatically submitted as bills or expenses in QuickBooks or Xero.
Try the software free — no strings attached. Sign up to get six weeks free.