In just a few clicks, you can an inbox full of invoices to data entered into QuickBooks Online (or any other accounting system) with SimpleIndex and Astro RPA.
The first step is to run our SimpleInvoice job to capture the data from your invoices. Then, with one more click, fire up the robot and grab a cup of coffee while it takes over the job of entering the vendor names, invoice numbers, dates, dollar amounts and expense categories into your QuickBooks Online company file.
Both processes require minimal configuration to get started, so an hour or two of configuration replaces endless time spent manually entering your bills into QuickBooks. End the tedium. It’s why we created robots, right?
Use SimpleInvoice and a Astro RPA robot to:
- Automatically process and capture the data from your invoices
- Enter the data into any accounting system (QuickBooks, Xero, FreshBooks, NetSuite, etc.)
- Brew and drink instead of copy and paste
If your invoice workflow requires line item capture, GL coding, or other advanced features, check out these Enterprise Invoice Processing solutions.
Some initial setup is required, and we can help you out with that too. Our Professional Services department can have you up and running in just a couple of hours.
Please Contact Us to find out more about automating your data entry time thieves with robots made in Astro RPA!
If you have the InstaDocs add-on for SAGE that allows you to search for and retrieve documents in the SAGE system, then it is possible to have SimpleIndex directly output to the InstaDocs folder system. If this is done when SimpleIndex outputs the images they will show up as searchable files immediately from InstaDocs.
To do this you first set-up the Output folder in SimpleIndex to save to the same folder that InstaDocs is set to for image storage. Then for each sub-folder in the main InstaDocs image storage folder make and index field in SimpleIndex and make sure that the SimpleIndex fields are in the same order as the folder levels. Then check the Folder check box for each of those index fields in SimpleIndex.