ScannerPilot
For bookkeepers

Review client bills faster without building a complicated AP workflow.

Bulk upload client documents, review exceptions, catch duplicates, and sync clean entries to QuickBooks with the original file attached.

Costs inbox

Filter

Acme Office

INV-1048

$284.20

Needs review

Northwind Traders

NT-773

$1,042.18

Extracting

City Cafe

Receipt

$32.99

Synced
Bookkeeper workflow

One clean queue from client documents to QuickBooks.

ScannerPilot is not a heavy AP platform. It gives bookkeepers a focused intake and review workflow for client bills, receipts, and supplier invoices.

One inbox per client/workspace

Keep client document queues separated and easy to scan.

Bulk upload

Drop monthly supplier invoices and receipts into one queue.

Review queue

Focus on missing fields, low-confidence values, and accounting mappings.

Duplicate detection

Catch repeated bills before they become duplicate QuickBooks transactions.

QuickBooks sync

Create Bills or Expenses only after review and approval.

Original attachment

Keep the source PDF or image attached to the QuickBooks transaction.

Audit trail

Track upload, review, approval, sync, retry, and duplicate events.

Usage tracking

See document and sync volume against the workspace plan.

Review-first

Review exceptions instead of typing every bill.

High-confidence documents should feel close to one-click approvable. Low-confidence fields and duplicate warnings stay visible before anything reaches QuickBooks.

INV-1048
Needs Review
Original
Extracted

Extracted fields

Vendor96%

Acme Office Supplies

Invoice #91%

INV-1048

Total98%

$284.20

Review client bills without the back-and-forth. our free trial

Discover why thousands of bookkeepers and small businesses use ScannerPilot to make more time for the work that actually matters — upload a bill, review it, and sync to QuickBooks in minutes.