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Document automation · back office

Stop typing invoices into your accounting software

Invoices, receipts, bank statements, work orders, contracts and forms — read automatically, checked, matched and pushed into the system that needs them. Your team stops being a data-entry department.

QuickBooks · Xero · Zoho · SheetsInvoices, receipts, statements, contractsApproval routing & exception alertsAudit trail on every field

What we take off your desk

If any of these sound familiar, that's exactly what we build against.

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Invoice & receipt entry

Supplier invoices and receipts captured, coded and filed — no typing.

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Bank reconciliation prep

Statements parsed and matched against invoices and payments.

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Contracts & forms

Key dates, parties, amounts and clauses extracted into a searchable register.

Approvals

Multi-step approval routing with reminders and a full audit trail.

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Filing & naming

Documents renamed and filed to the right folder, automatically.

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Exceptions

Mismatches, missing details and duplicates flagged for a human to check.

How it works

Every build is scoped to your process — no templates sold as strategy.

Capture

Email inbox, shared drive, scan folder, phone photo, WhatsApp or an upload link — whatever your team already does.

Extract (OCR + AI)

Header, lines, totals and tax read from any format, including scans and handwriting where possible.

Validate

Totals checked, supplier matched, VAT/tax logic applied, duplicates detected.

Route

Into your accounting system, project, cost code or spreadsheet — with a human approval where you want one.

Reconcile

Cross-checked against bank feeds and purchase orders; discrepancies flagged.

Report

Live view of what's processed, what's pending and what needs attention.

Works with your stack

We plug into the tools you already pay for. Missing something? We build it.

QuickBooksXeroZoho BooksSageGoogle SheetsExcelGoogle DriveSharePointDropboxGmail / OutlookTwilio / WhatsAppAWS TextractAzure Document IntelligenceTesseractOpenAI / Clauden8nMake.comPython

Typical builds & pricing

Fixed-scope quotes after a free audit — no hourly surprises.

BuildTimelineFrom
Invoice + receipt capture into accounting software4–8 days$900
Bank statement parsing & reconciliation prep5–9 days$1,200
Contract register with key-date alerts1–2 weeks$1,600
Approval workflows + audit trail4–8 days$900
Full back-office pipeline (capture → approve → post → report)2–3 weeks$2,500
Managed document processingmonthly$399/mo

Prices are typical starting points for scoped work. You approve a fixed quote before anything starts.

FAQ

Do we need to change accounting software?

No. We automate into QuickBooks, Xero, Zoho Books, Sage or even a spreadsheet — whatever your accountant works in.

What if documents are messy scans?

Modern OCR plus AI handles scans, photos and most handwriting. Anything it can't read confidently is flagged for a human instead of guessed at.

Is our financial data safe?

Access is scoped, credentials are encrypted, and processing can run on infrastructure you control. We'll sign an NDA/DPA, and we can keep data out of third-party training entirely.

How much time does it save?

Most clients cut 60–90% of the manual entry time — typically 10–40 hours a month for a small business.

Free document audit — send us 10 typical documents

Tell us the process that wastes the most time. We'll map it, tell you what's automatable, what it costs and how long it takes — free, whether you hire us or not.

  • Free 30-minute auditYour workflow on a whiteboard, no sales deck.
  • Written automation planWhat to automate first, tools, realistic timeline and price.
  • Fixed-scope quoteApproved before any work begins.

Prefer to talk first?

Call or text — real person, same number.

📞 (786) 766-7316
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