Every invoice and receipt, filed for you.
Forward an email, snap a photo or drop a scan. Your paperwork is read, tagged by vendor, job and date, filed, and ready for your bookkeeper, on a private document system that belongs to your business.
Most small businesses lose hours a week to paperwork: vendor invoices in one inbox, receipts in a truck, contracts in a drawer. We set up a private document system that reads every page (even phone photos), files it where it belongs and makes all of it searchable in seconds.
It runs on your own private server, built on Paperless-ngx, the open-source document system used by thousands of businesses and families. We add the AI that pulls out vendor, amount, due date and job, and connect it to your bookkeeping. You never pay per page or per seat.
What it does
- Email-in address: forward invoices and receipts and they file themselves
- Phone photos and scanner uploads read with OCR, even handwriting-light receipts
- AI pulls out vendor, amount, date, due date and job or property
- Auto-tags and folders by vendor, job, client or month
- Search every word of every document in seconds
- Export to QuickBooks, Google Sheets or your bookkeeper each month
- Reminders before bills and contracts come due
Built on
- Paperless-ngx (open source, GPL)
- Claude for reading and extracting details
- Your email, scanner and phone
- QuickBooks, Xero or Google Sheets
- Your own private, backed-up server
Hours back every week
No more typing invoices into spreadsheets or hunting for a receipt at tax time.
Yours, not rented
Your documents live on your own private server, not in another subscription that charges per page or per seat.
Ready for your bookkeeper
Clean monthly exports with every expense matched to its receipt.
Plans
Starter
One business, one inbox
$199/month
+ $1,500 one-time setup
- Email-in and phone/scanner upload
- OCR, auto-tagging and full search
- Up to 3 users
- Monthly export for your bookkeeper
- Private server with nightly backups
Autopilot
Teams with invoices, receipts and jobs
$349/month
+ $2,500 one-time setup
- Everything in Starter
- AI extraction of vendor, amount, dates and job
- QuickBooks, Xero or Sheets sync
- Due-date reminders
- Up to 10 users
Prices in USD. Monthly plans have a 3-month minimum. Hosting, backups, updates and support are included.
AI Paperwork Autopilot: questions, answered
Who is this for?
Businesses buried in paper: restaurants with vendor invoices, builders and landscapers with receipts per job, real estate teams with transaction files, service companies with contracts and permits.
Where are my documents stored?
On a private server set up only for your business, with nightly backups. You can download everything at any time. We never sell or share your data.
Can it handle medical or mortgage files?
Not on our standard plans. Health records and borrower files need extra compliance work. Ask us and we will tell you honestly what that takes.
Do I have to change how I work?
No. You keep emailing, scanning or snapping photos. The difference is that everything ends up filed and searchable.
Is there a contract?
Monthly plans have a 3-month minimum, then cancel with 30 days’ notice. If you leave, you keep a full export of your documents.
