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Is DocStreamAI for you?

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.