Email invoices
Forward or paste invoice email contents and attachments.
AI invoice automation for small businesses
Turn invoice emails and PDFs into a clean accounting-ready table.
Invoice Inbox Copilot helps SOHO owners, agencies, contractors, and freelance bookkeepers clean messy invoice inboxes before they become late payments, missing bills, or manual data-entry work.
Start with a one-time check. Upgrade to monthly automation only if the first output is useful.
Why this exists
Small teams do not need another full accounting system.
They need a faster way to turn invoice emails, PDF attachments, screenshots, and spreadsheet rows into data that can be reviewed by a bookkeeper or exported into QuickBooks, Xero, or Google Sheets.
PDF bills
Extract vendor, amount, invoice number, and due date.
Spreadsheet rows
Clean inconsistent invoice/payment rows into one table.
Reminder queue
Flag due soon, overdue, missing due date, and needs review.
Sample table
The result is a simple review queue, not accounting jargon.
VendorInvoiceAmountDueStatusNext action
Northline SuppliesINV-2084$842.002026-07-18Due soonSchedule friendly reminder 3 days before due date.
Bright StudioBS-441$1,250.002026-06-21OverdueSend firm follow-up and ask for expected payment date.
Atlas HostingAH-9921$79.00MissingNeeds reviewFlag missing due date before exporting to accounting sheet.
Pricing ladder
One-time check first. Subscription only after trust.
Quick Check
$19
Send 5-10 invoice emails, PDFs, screenshots, or rows. Get extracted data, due-date queue, missing-field flags, and reminder drafts.
Inbox Cleanup
$49
Up to 50 invoice samples cleaned into a CSV-ready table with vendor summary, due-date view, and follow-up queue.
Monthly Copilot
$29/mo
Planned subscription: forward invoices every month and receive a clean export, exception report, and reminder queue.
MVP path
Built for the boring work that repeats every month.
1
Start with email/PDF/CSV samples, not bank access.
2
Export Google Sheets-ready CSV before deep QuickBooks or Xero OAuth.
3
Show missing fields and exceptions instead of pretending every invoice is perfect.
4
Use the one-time Quick Check to validate before building monthly automation.
Related tool
Already tracking overdue invoices?
If you already have invoice and payment rows, use the A/R recovery tracker to find overdue invoices, partial payments, and reminder drafts.
Open A/R recovery tracker