ScannerPilot
AI document automation for accounting teams

Turn receipts, invoices, and bills into reviewed accounting data

ScannerPilot captures documents, extracts data with OCR and AI, routes exceptions for review, and syncs approved entries to accounting tools with the source file attached.

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CaptureExtractReviewSync

Document review queue

Invoices, receipts, bills

Bulk upload
PDF

Supplier invoice

Email intake

Review
PDF

Receipt image

Mobile upload

Ready
PDF

Monthly bill

Cloud folder

Synced

Extracted fields

High confidence
Vendor96%

Matched supplier

Date94%

Detected date

Total98%

Amount detected

Original file attached

Ready for sync after approval.

Review-before-sync controls for accounting accuracy
Built for firms moving between many client inboxes
Ready for email, cloud folders, chat uploads, and accounting platforms

Built for document-heavy finance workflows

For accountants

For bookkeepers

For small businesses

For finance teams

Product

Faster, easier, more controlled
Discover the ScannerPilot advantage

The page rhythm follows a premium accounting automation story: intake, extraction, review, approval, and sync.

Professional reviewing receipt documents

Document review queue

Invoices, receipts, bills

Bulk upload
PDF

Supplier invoice

Email intake

Review
PDF

Receipt image

Mobile upload

Ready
PDF

Monthly bill

Cloud folder

Synced

Extracted fields

High confidence
Vendor96%

Matched supplier

Date94%

Detected date

Total98%

Amount detected

Original file attached

Ready for sync after approval.

Capture

Bring every client document into one queue
without chasing files

Collect supplier invoices, receipts, and bills through upload, email workflows, cloud folders, or mobile-first channels, then route each file to the right client workspace.

Finance professional reviewing documents
Vendor matchedReady
Tax extractedReady
Duplicate checkReady
Approval neededReview
Review

Check extracted fields before anything syncs
so automation stays controlled

ScannerPilot places extracted data, confidence states, duplicate signals, and source-file context where reviewers can make fast, accurate decisions.

Professional using accounting software

Approved

Accounting record ready

Source file attached

Sync

Move approved records into accounting tools
with the original file attached

Approved documents can move into QuickBooks, Xero-ready workflows, and storage systems with clear sync status and audit history for each client.

Benefits

Automation that respects
how finance teams close the books

Keep repetitive document work moving without hiding exceptions from the people responsible for the books.

AI-powered data extraction

Convert messy documents into structured review fields.

Multi-client workspace

Keep every client inbox, integration, and audit trail separated.

QuickBooks and Xero ready

Prepare approved records for the accounting systems clients rely on.

Smart review queue

Sort by status, confidence, source, client, and sync readiness.

Duplicate detection

Surface likely repeat bills before they become cleanup work.

Secure document storage

Keep source files connected to extracted fields and approvals.

Team collaboration

Assign exceptions and keep review decisions visible.

Real-time sync status

Show waiting, ready, syncing, failed, and complete states clearly.

Accountant workspace

Manage every client inbox without turning your practice into a file chase.

Each client gets separated intake, status filters, integrations, and approval history while the team keeps one operating view.

Client switcher
Separate inboxes
Status filters
Bulk upload
Client-level integrations
Team approvals
PendingReviewedSyncedFailed

Client workspace A

Review
UploadReviewSync

Client workspace B

Sync
UploadReviewSync

Client workspace C

Ready
UploadReviewSync

Client workspace D

Review
UploadReviewSync
Integrations

Connect ScannerPilot
with your accounting software

Meet documents where they arrive, then send approved records where accounting work happens.

QuickBooks

Sync approved bills, receipts, and source attachments.

Xero

Prepare reviewed document data for client ledgers.

Gmail

Capture attachments from client inboxes.

Google Drive

Route shared folders into review.

Dropbox

Connect document folders to intake.

WhatsApp / Email Upload

Accept mobile-first client submissions.

How it works

From document capture
to accounting sync in minutes

A tabbed workflow keeps the review, approval, and sync path clear while staying ScannerPilot-specific.

Capture workflow

Capture

Collect documents from uploads, email, cloud folders, and client-submitted files.

Security and reliability

Automation stays accountable
from upload to sync

ScannerPilot keeps access, review, accuracy checks, and document history visible before downstream accounting changes.

Secure file handling

Keep source documents connected to extracted fields and approval events.

Role-based access

Separate admin, reviewer, team, and client-facing permissions.

Audit-ready history

Track upload, extraction, edits, approvals, sync attempts, and attachments.

Data accuracy checks

Use confidence states, duplicate alerts, and required review gates.

Use cases

Learn how teams like yours
can reduce document admin

Use-case cards show practical outcomes without inventing fake named customers.

For accounting firms

"We need one clean view across every client inbox, every exception, and every sync-ready document."
  • Client-level integrations
  • Team review assignments
  • Bulk uploads and exceptions

For small businesses

"We need receipts and bills out of inboxes and phones before month-end turns into manual cleanup."
  • Email and chat uploads
  • Simple approval status
  • Source-file archive

For finance teams

"We need document intake, exception handling, and sync readiness without spreadsheet tracking."
  • Shared review queue
  • Duplicate detection
  • Audit-ready decisions

Review first

Nothing syncs until approved

Client separated

Every workspace keeps its own queue

Attachment ready

Original files stay connected

Status visible

Pending, reviewed, synced, failed

FAQ

Questions before
you start uploading

Can accountants manage multiple clients?

Yes. ScannerPilot is designed around separate client workspaces, queues, integrations, and review history.

Can my team review before syncing?

Yes. Review and approval are central to the workflow, so automation does not bypass human judgment.

Which tools can ScannerPilot connect with?

The homepage highlights QuickBooks, Xero-ready workflows, Gmail, Google Drive, Dropbox, and WhatsApp or email upload paths.

Do you attach the original document?

The workflow is designed to keep the source file connected to the extracted record and sync-ready accounting entry.

Give your team a cleaner way to move documents into accounting

No complex setup. Connect your accounting tool and start uploading documents.

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