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.
14 days free · no credit card required
For a single business, or a firm running documents across multiple client organizations.
- Single business
- Accounting firm
| Included | Business | Firm |
|---|---|---|
| Client organizations | — | Up to 5 |
| Documents | 100 pages / mo | 1,125 pages / mo |
| Connected inboxes | Up to 5 | 3 per client |
| Team members | Up to 5 | 3 per client |
Automated Document Intake
- Watches Gmail or Outlook for invoices and receipts
- A dedicated address anything can be forwarded to
- Multi-page PDFs and split attachments read as one invoice
- Drag and drop anything that never hit the inbox
Extraction & Accounting Sync
- Every line item, vendor, date and amount extracted
- Vendors matched to your real QuickBooks or Xero list
- Categories learned from how you coded that vendor before
- Posts as bills, expenses and credit memos
Duplicate & Error Controls
- Duplicate invoices caught before they post — always on
- Charges with no receipt, surfaced instead of forgotten
- Invoices with no due date held back for review
- Unrecognized senders never auto-submit
Multi-Client Firm Management
- Work inside each client's books without switching tools
- Connect a client's QuickBooks or Xero on their behalf
- Per-client inboxes, seats and settings
- One login across every client organization
A real, live demo
Click through the actual app right here — no sign-up, no install.
14 days free · no credit card required