Can I integrate with APIs and accounting software?

Yes. BillsDeck provides REST API, webhooks, and integrations with QuickBooks, Xero, Zapier, Make, and n8n for intelligent document processing workflows.

BillsDeck

BillsDeck:Auto Collect Documents

Auto Collect Documents

Automatically collect financial documents from Gmail, Google Drive, email inboxes, and custom collection workflows. Validate documents with 2-way and 3-way matching, route exceptions for review, and sync approved records to accounting.

Get started free Upload document

OCR & table extraction

Touchless IDP workflows

Human-in-the-loop review

Document Collection

Automatically Collect Financial Documents from Email & Cloud Storage

Accountants lose hours chasing invoices, receipts, and statements across inboxes and shared drives. BillsDeck auto-collects documents from Gmail, Google Drive, email inboxes, and custom workflows — extracts data on arrival, validates with 2-way and 3-way matching, routes exceptions for review, and keeps accountants in control with approvals before syncing to accounting software.

Auto Collect

Collect Documents from Gmail, Drive & Email Inboxes

Connect Gmail, Google Drive, and email inboxes to automatically capture invoices, receipts, statements, and supporting documents as they arrive.

Monitor Gmail and shared inboxes for financial attachments
Watch Google Drive folders for new uploads automatically
Collect PDFs, images, Excel files, and scanned documents
Organize incoming documents into workflow folders
Stop relying on manual forwarding and email attachments

Email Parsing

AI Email Extraction

Incoming Email

orders@company.com

Parsed

Order received for customer onboarding. Invoice attached with shipment details.

Customer

Sarah

Order ID

#2041

Total

$1,240

Tracking

TRK-88

Names & Contacts

Orders & Totals

Dates & IDs

Structured JSON

124K

Emails

99.1%

Accuracy

2 & 3-Way Match

Validate Documents with 2-Way and 3-Way Matching

Compare extracted fields across related documents in a submission — matching invoices to purchase orders and goods receipts before approval.

Run 2-way matching between invoices and purchase orders
Run 3-way matching across POs, GRNs, and vendor invoices
Flag amount, vendor, and quantity mismatches automatically
Route exceptions to reviewers with clear mismatch details
Improve accuracy before documents reach accounting

Approval Workflow

Department Head

Procurement

Finance

Final Approval

Audit Trail

Spend Rules

Approve & Sync

Human-in-the-Loop Approvals Before Accounting Sync

Keep accountants in control with approval steps on collected documents and transactions — only posting validated, approved records to QuickBooks, Xero, or Zoho Books.

Review collected documents before they are finalized
Request corrections and re-collection when data is wrong
Approval workflows for both documents and transactions
Sync approved records to accounting software automatically
Maintain full audit trails from collection to posted entry

Approval Workflow

Invoice Submitted

Department Head

Finance Review

Payment Approved

IDP workflow

Touchless intelligent document processing

Capture documents, extract structured data with AI, and route to your accounting stack — without manual re-keying.

Connect Collection Sources

Link Gmail, Google Drive, inboxes, or custom collection workflows.

Why BillsDeck IDP

Built for touchless document processing at scale

Auto-collect from Gmail, Google Drive, and email inboxes

Custom collection workflows for client and team submissions

2-way and 3-way document matching with exception routing

Human-in-the-loop approvals before accounting sync

Sync to QuickBooks, Xero, and Zoho Books

Reduce manual document chasing and inbox processing

Finance stack

IDP that connects to your finance stack

Push extracted JSON from invoices, receipts, and statements into QuickBooks, Xero, APIs, and automation tools.

View all integrations

Related resources

IDP FAQ

Frequently asked questions

Document automation platform

Start automating your document workflows today

Let Agent Bill and AI handle extraction, approvals, and sync — work smarter, faster, and with less manual data entry.

app.billsdeck.com/automations

BillsDeck

Search…

Agent Bill

AI workflows included

Document workflow

Invoice → approve → sync

Upload document

Invoice received

AI extraction

Fields parsed

Approval

Pending review

Sync

QuickBooks

Drag to add a workflow step

Connect integration

SetupSyncTest

Provider

Custom Integration

Webhook URL

https://api.billsdeck.com/…

Connected

Auto Collect Documents

Automatically Collect Financial Documents from Email & Cloud Storage

Collect Documents from Gmail, Drive & Email Inboxes

AI Email Extraction

Validate Documents with 2-Way and 3-Way Matching

Human-in-the-Loop Approvals Before Accounting Sync

Touchless intelligent document processing

Connect Collection Sources

Extract & Match

Approve & Sync

Connect Collection Sources

Built for touchless document processing at scale

IDP that connects to your finance stack

Related resources

Frequently asked questions

What is BillsDeck Auto Collect Documents?

How does Auto Collect Documents work?

Can I integrate with APIs and accounting software?

Start automating your document workflows today

Automatically Collect Financial Documents from Email & Cloud Storage

Collect Documents from Gmail, Drive & Email Inboxes

AI Email Extraction

Validate Documents with 2-Way and 3-Way Matching

Human-in-the-Loop Approvals Before Accounting Sync

Touchless intelligent document processing

Connect Collection Sources

Extract & Match

Approve & Sync

Connect Collection Sources

Built for touchless document processing at scale

IDP that connects to your finance stack

Frequently asked questions

What is BillsDeck Auto Collect Documents?

How does Auto Collect Documents work?

Can I integrate with APIs and accounting software?

Start automating your document workflows today