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

IDP:Document Collection

Document Collection Workflows

Document collection software with secure workflow links, template-based OCR extraction, cross-document matching, approvals, and optional sync to QuickBooks, Xero, or Zoho Books. Collect up to 10 documents per submission from your team without email attachments.

Get started free Upload document

OCR & table extraction

Touchless IDP workflows

Human-in-the-loop review

Collection Workflows

Collect Documents with Structured Workflows — Not Email Threads

Create a document collection workflow in minutes: pick a destination folder, define up to 10 required documents with extraction templates, restrict access to allowed users, and share one secure collection link. BillsDeck extracts data on upload, matches fields across documents in the same submission, routes items for approval, and optionally syncs approved records to your accounting platform.

Workflow Builder

Build Collection Workflows with Shared Links

Name your workflow, choose a folder, define each document to collect with a published template, and generate a collection link your team can reuse for every submission.

Collect up to 10 documents per workflow
Restrict uploads to allowed team members
Optional subfolders per submission with a title
Reuse workflows for recurring monthly or client collections
Default sample workflow ready on signup

Workflow Automation

Connect Parsing with Systems

Inbox

AI OCR

Zapier

CRM

Database

Webhook Triggers

CRM Sync

Lead Pipelines

Match & Approve

Match Extracted Fields and Approve Submissions

When matching is enabled, BillsDeck compares extracted field values across all documents in a submission — flagging mismatches so finance teams can fix, reupload, or retry matching before approval.

Compare fields like vendor name and amount across documents
View matched, mismatch, and pending counts per workflow
Fix submissions with reupload or manual adjustment
Approval step before documents are finalized in your folder
Workflow match status visible in document folders

Approval Workflow

Invoice Submitted

Department Head

Finance Review

Payment Approved

Accounting Sync

Sync Approved Documents to QuickBooks, Xero, or Zoho Books

Turn on sync to accounting per workflow and choose your connected platform. Extracted data flows from collection to bookkeeping without re-keying.

Optional sync to QuickBooks, Xero, or Zoho Books
Template-based extraction on every uploaded document
Works with your existing BillsDeck integrations
Combine collection, matching, and accounting in one workflow
Reduce manual handoff from upload to books

Accounting Sync

OCR

Xero

ERP

Books

IDP workflow

Touchless intelligent document processing

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

Create a Workflow

Define documents to collect, pick templates, set a folder, and choose allowed users.

Why BillsDeck IDP

Built for touchless document processing at scale

Secure collection links with allowed-user access control

Template-based OCR extraction on every upload

Cross-document field matching across submissions

Approval workflows before documents are finalized

Optional sync to QuickBooks, Xero, or Zoho Books

Organize submissions with optional subfolders per upload

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

QuickBooks

Webhook URL

https://api.billsdeck.com/…

Connected

Document Collection Workflows

Collect Documents with Structured Workflows — Not Email Threads

Build Collection Workflows with Shared Links

Connect Parsing with Systems

Match Extracted Fields and Approve Submissions

Sync Approved Documents to QuickBooks, Xero, or Zoho Books

Touchless intelligent document processing

Create a Workflow

Share the Collection Link

Extract, Match & Sync

Create a Workflow

Built for touchless document processing at scale

IDP that connects to your finance stack

Related resources

Frequently asked questions

What is BillsDeck Document Collection Workflows?

How does Document Collection Workflows work?

Can I integrate with APIs and accounting software?

Start automating your document workflows today

Collect Documents with Structured Workflows — Not Email Threads

Build Collection Workflows with Shared Links

Connect Parsing with Systems

Match Extracted Fields and Approve Submissions

Sync Approved Documents to QuickBooks, Xero, or Zoho Books

Touchless intelligent document processing

Create a Workflow

Share the Collection Link

Extract, Match & Sync

Create a Workflow

Built for touchless document processing at scale

IDP that connects to your finance stack

Frequently asked questions

What is BillsDeck Document Collection Workflows?

How does Document Collection Workflows work?

Can I integrate with APIs and accounting software?

Start automating your document workflows today