Process 10x More Client Documents Without Hiring
Your team spends hours collecting and extracting data from client invoices, receipts, contracts, and statements. KompiTech.AI does it in seconds — so you can focus on advisory work that grows your practice.
Free to start · No credit card required · Onboard clients in minutes
Your Team Is Great at Advisory Work. Let AI Handle the Data Entry.
Accounting firms lose up to 60% of staff time on document collection and manual data extraction. That's time that should be spent on client advisory, tax planning, and growing your practice.
60% of Staff Time on Data Entry
Your bookkeepers and staff accountants spend more than half their day collecting documents from clients and keying data into systems. That’s expensive talent doing low-value work.
Every Client, Different Formats
Client A sends PDFs via email. Client B uploads to Google Drive. Client C hands you paper receipts. Managing dozens of document formats across dozens of clients is chaos.
Can’t Scale Without Headcount
Adding 10 new clients means hiring another bookkeeper. Your margins shrink as you grow — unless you automate the data extraction bottleneck.
Revenue Left on the Table
When documents pile up and data entry falls behind, invoices get missed, reconciliations are delayed, and clients lose confidence in your firm.
Connect. Extract. Deliver. Done.
Client documents flow in from any source. AI extracts the data. Clean, structured results land where you need them — ready for QuickBooks, Xero, or your workflow.
CONNECT
Connect your clients’ document sources — email inboxes, Google Drive, SharePoint, Dropbox, or direct upload. Each client gets their own extraction pipeline. New documents are captured automatically as they arrive.
EXTRACT
AI reads every document — invoices, receipts, contracts, statements, bills of lading — and extracts structured data: vendor details, line items, amounts, dates, tax info. The AI learns each client’s vendor formats and gets more accurate over time.
DELIVER
Extracted data flows directly into QuickBooks, Xero, or exports as clean CSV/JSON. Map fields once per client, and every future document follows the same rules. Review dashboards show confidence scores so nothing slips through.
Every Document Your Clients Send, Handled Automatically
From invoices to contracts to receipts — the AI adapts to any format your clients throw at you. No rigid templates, no manual setup per document type.
Invoices & Bills
AP and AR invoices from any vendor, any format. AI extracts vendor, amounts, line items, dates, and payment terms automatically.
Receipts & Expenses
Client expense receipts — paper, digital, or photographed. AI reads merchant, amount, date, category, and tax details.
Contracts & Agreements
Service contracts, SLAs, and vendor agreements. AI extracts billing schedules, rates, payment milestones, and terms for invoice creation.
Bank & Credit Card Statements
Extract transaction data from bank and credit card statements for reconciliation. Works with any bank format.
Tax Documents
W-9s, 1099s, and tax forms. AI extracts TIN, entity details, and classification data for compliance workflows.
Custom Documents
Define your own extraction schema for any document type. Tell the AI what fields to capture, and it adapts to any layout.
Built for Accounting Firms, Not Just Document Scanning
Generic OCR tools scan documents. KompiTech.AI understands accounting workflows — multi-client management, AI that learns each client's vendors, and direct delivery to your accounting software.
Multi-Client Management
Each client gets their own extraction pipeline with separate source connections, field mappings, and vendor learning. Scale from 10 to 100+ clients without complexity.
AI That Learns Per Client
The AI learns each client’s vendor formats independently. Client A’s invoices don’t affect Client B’s extraction rules. Accuracy improves per client over time.
Confidence Scoring & Review
Every extracted field has a confidence score. High-confidence data flows straight through. Low-confidence fields are flagged for your review — no silent errors reaching your clients’ books.
Direct to QuickBooks & Xero
Extracted data maps directly to your accounting software. Invoices, bills, and expense entries are created automatically — no CSV exports, no copy-paste.
Contract-to-Invoice Pipeline
Upload client contracts and the AI extracts billing terms, schedules, and rates. Invoices are created automatically based on the agreed cadence — never miss a billing cycle.
Client Data Isolation
Each client’s data and AI learning models are fully isolated. Your clients’ sensitive financial documents are never shared across accounts or used to train public models.
Real Results for Real Teams
See how teams like yours eliminate manual work and reclaim hours every week.
Solo Practitioner
Managing 30+ Clients
- Collecting documents from 30+ clients via email, drives, and paper
- Manually extracting data from each document into QuickBooks
- Spending evenings and weekends catching up on data entry
- Turning away new clients because there aren’t enough hours
- Client documents captured automatically from connected sources
- AI extracts and maps data — review only flagged items
- Data entry that took hours now takes minutes
- Capacity to take on 2-3x more clients without burnout
Accounting Firm Partner
Leading a Team of 15
- Staff spending 60% of time on document collection and data entry
- Training new hires on each client’s document formats takes weeks
- High turnover in data entry roles driving up costs
- Difficult to maintain quality across 200+ client engagements
- Staff redirected from data entry to advisory and tax planning
- AI learns client formats — new staff are productive in days, not weeks
- Eliminated low-value data entry roles, retained advisory talent
- Consistent extraction quality across all clients with confidence scoring
Frequently Asked Questions About Data Extraction for Accountants
Everything you need to know about the Data Extraction for Accountants feature.
Generic OCR scans a document and gives you raw text. KompiTech.AI understands accounting documents — it knows what a vendor name, line item, amount, and payment term look like. It extracts structured, labeled data ready for your accounting software, not just text you have to parse yourself.
Yes. Each client gets their own extraction pipeline with independent source connections, field mappings, and AI learning. Client A’s vendor patterns don’t affect Client B. You can manage all clients from a single dashboard.
KompiTech.AI integrates directly with QuickBooks Online and Xero. Extracted data maps to invoice fields, bill fields, and expense entries automatically. We also export to CSV and JSON for any other system.
Every document the AI processes improves its understanding of that client’s vendors and formats. When you correct a misread field, the AI adjusts for all future documents from that source. Accuracy starts at 90%+ and keeps climbing.
Absolutely. Each client’s documents, extraction data, and AI models are fully isolated. No data is shared across clients or accounts. Your clients’ financial documents are encrypted at rest and in transit.
Minutes. Connect their document source (email, drive, or manual upload), and the AI starts extracting immediately. There’s no template setup — the AI adapts to whatever document formats the client uses.
Yes. Upload a client’s service contract and the AI extracts billing schedules, rates, and payment milestones. Invoices are created automatically in QuickBooks based on the agreed billing cadence.
KompiTech.AI starts with a free tier. Paid plans scale based on document volume, not client count — so adding new clients doesn’t increase your per-client cost. At scale, extraction costs just $0.10 per document.
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Free to start · No credit card required