Your AI Bookkeeper
That Never Sleeps or Rests.
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.
What DocStreamAI Does.
Every team member connects their own inbox. DocStreamAI monitors all of them, extracts the data, and syncs it straight to your accounting software.
What DocStreamAI Does.
Every team member connects their own inbox. DocStreamAI monitors all of them, extracts the data, and syncs it straight to your accounting software.
How Documents 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.
Bookkeeping That Works While You Sleep.
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.
- 11:48 PM
A bill lands in a client's inbox
Connected Gmail and Outlook, plus each org's own intake address.
- 1:20 AM
Read, and separated from the rest of the mail
Invoices, receipts and credit memos pulled out, attachments included.
- 3:05 AM
Vendor and category matched to that client's own lists
Your chart of accounts. It never invents an expense category.
- 5:40 AM
Duplicates flagged, nothing overwritten
There is no update and no delete path. It can only ever create.
- 7:00 AM
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
Scale with the same team
A single client's documents and books, in the real app open below.
Every transaction, backed by a receipt.
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.
- 01
Detect the gaps
Connect your bank alongside QuickBooks or Xero. DocStreamAI flags every posted transaction that has no receipt or bill behind it.
- 02
Chase the paperwork
Follow-up emails collect the missing documents for you — you choose which transactions go to whom, and how often they are asked.
- 03
Close it out
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
See 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.
Drag to see savings scale with volume.
Cost vs. document volume
Red is by hand, blue is with us. Shaded area is what you keep.
The Hidden Costs
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
How It Works.
From inbox to accounting software in four simple steps. Here is what happens to a single bill at each of them.
Step 1
Connect Every Inbox
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.
- Every team member connects their own inbox in one click
- Automatic detection of invoices, receipts, and credit memos
- Processed emails labeled directly in each team member's inbox
- Organization-wide capture across all connected accounts
Step 2
Classify and Extract
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.
- AI classification separates financial documents from general email
- Vendor, line items, totals, taxes, and dates extracted automatically
- Multi-page and multi-attachment emails resolved intelligently
- Expense categories assigned using your existing accounting setup
Step 3
Review and Approve
Handled by: your rules, your review, or your approver
Configure per-vendor rules so trusted senders flow through automatically while others stay in review.
- Dashboard review with inline field editing before submission
- Route documents to an approver before they post to your books
- Approvers get a scheduled digest of everything awaiting sign-off
- Per-vendor auto-submit toggles for trusted senders
- Receipt-to-transaction matching with confidence scoring
- Duplicate detection flags conflicts before they reach your books
Step 4
Sync to Accounting Software
Handled by: QuickBooks or Xero
Bills and receipt attachments are synced to QuickBooks or Xero. Your books stay current.
- Bills created directly in QuickBooks and Xero
- Receipts attached to matched transactions automatically
- Vendor, category, and currency data kept in sync
- External reconciliation detection prevents stale dashboard state
Where it ends up
See it with QuickBooks
See it with XeroRobust Invoice Handling.
From standard bills to complex commercial documents, DocStreamAI reliably extracts structured data across every invoice format.
Typical vendor bills
Standard Invoice
Typical vendor invoices with line items, totals, and payment terms. Parsed accurately every time.
- Line Items2 lines · 2,040.00
- Taxes8.25% · 168.30
- Payment TermsNet 30 · due 15 Oct
Partial billing
Interim Invoice
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.
- Prior Payments8,000.00 paid
- Amount Requested28,000.00 this bill
- Remaining Balance44,000.00 left to bill
Import & export
Commercial Invoice
An import/export invoice is laid out nothing like a standard bill, and it still comes back as the same structured record: the currency, every line, and the totals underneath.
- CurrencyUSD · every amount
- Line Items2 lines · 15,800.00
- Totals & Tax790.00 tax · 16,590.00
The route one document takes
Secure Encrypted Data.
Your financial documents deserve the highest level of protection.
Stage 1 · Authorization
OAuth2 Secured Integrations
Gmail, Outlook, QuickBooks, and Xero connections use permission-scoped OAuth2 authorization.
OAuth2
Stage 2 · In transit
Encrypted Data 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
AES-256 Encryption at Rest
All documents, extracted financial data, and associated emails are encrypted prior to storage.
AES-256
Transparent, Usage-Based Pricing.
Pay for what you use. Every plan includes generous monthly limits with flexible overages.
Solo
For solo operators with a light monthly document load.
- Up to 1 Member
- Email Monitoring Every 60 Minutes
- Automatic Email Category Labeling
- Invoice, Receipt & Credit Memo Extraction
- Missing Receipt Detection
- Duplicate Invoice Detection
- QuickBooks & Xero Integrations
- $0.10 per additional page
Starter
For individuals getting started with automated document processing.
- Up to 3 Members
- Email Monitoring Every 60 Minutes
- Automatic Email Category Labeling
- Invoice, Receipt & Credit Memo Extraction
- Missing Receipt Detection
- Duplicate Invoice Detection
- QuickBooks & Xero Integrations
- $0.10 per additional page
Growth
For growing teams that need stronger controls and deeper automation.
- Everything in Starter
- Up to 5 Members
- Role-Based Access Control
- Email Monitoring Every 30 Minutes
- Individual Email Privacy Controls
- $0.08 per additional page
Pro
For teams that need higher processing volume and granular visibility.
- Everything in Growth
- Up to 8 Members
- Higher Processing Limits
- $0.06 per additional page
Business
For operations teams requiring advanced integrations and cross-team visibility.
- Everything in Pro
- Up to 16 Members
- Email Monitoring Every 15 Minutes
- Priority Support & Guided Onboarding
- $0.05 per additional page
Focus on growing your business,
not data entry.
Start your free trial today. No credit card required. Set up your account in under five minutes.