Built for bookkeeping firms
Stop retyping invoices. Review only what's uncertain.
Invoice Tidy is the fastest invoice review workflow for bookkeeping firms. Upload invoice PDFs, review only the uncertain fields, approve fast, and export a clean CSV with client names included.
Built for teams processing invoices every week. Designed to make repeated review boring, fast, and reliable.
Preview
Invoice Review
Only 1 field flagged. The rest look good.
Built for the review loop
Review only what needs attention
Every field gets a confidence score. High confidence stays out of the way. Low confidence gets flagged so your team reviews only the uncertain parts.
Fast operator workflow
Move through corrections, approve, and move on. The workflow is designed for repetitive invoice review, not one-off demos.
Clean client-ready export
Export approved invoices with client names and the same columns every time. Review stays tight, and handoff stays consistent.
How it works
Upload a batch
Drag 30 invoices at once. PDFs, photos, multi-page — all handled. Assign to a client and go.
Review only exceptions
Invoice Tidy extracts every field and scores its confidence. You see only what's uncertain — usually 2–3 fields per invoice, not 12. Approve & Next.
Export and move on
Download a clean CSV with client names included. Same columns every time. Import into QuickBooks, Xero, or your spreadsheet. Done.
Your review queue in action
| Vendor | Invoice # | Total | Due | Status |
|---|---|---|---|---|
| Tom Green Handyman | 0003521 | $3,367.20 | — | Needs review Total 65% |
| Acme Corp | ACM-2024 | $890.00 | Mar 15 | ✓ Approved |
| Hero Limited | 948284 | $144.00 | Feb 09 | Needs review Date mismatch |
Why this exists
Thousands of bookkeepers retype the same 8 fields from invoice PDFs every day — vendor name, date, total, tax. It's slow, error-prone work. Invoice Tidy doesn't try to replace the bookkeeper. It just makes sure they only spend time on the invoices that actually need a human eye. The rest get extracted, verified, and queued for one-click approval.
Founding Pilot
We’re opening Invoice Tidy to a small number of bookkeeping firms. You’ll get hands-on onboarding, direct founder support, and early pricing while we improve the product with real workflows.
Includes up to 500 invoices/month for one bookkeeping firm.
Accepted firms can start billing and manage their subscription inside the app.
Current batch full?
Reserve the next available founding pilot seat for $99. It holds your place and is applied to your first month if your firm is accepted.
Common questions
We extract vendor, invoice number, dates, and totals with high confidence on most invoices. When we’re unsure, we flag it — you never get silently wrong data.
Yes. The export uses a stable schema that works cleanly with spreadsheet imports and common QuickBooks or Xero workflows. Same columns, every time.
We handle photos and scans. Lower quality documents get lower confidence — meaning more fields flagged for your review. Nothing gets silently skipped.
Yes. Your team can collaborate in the same workspace, and every edit and approval is tracked with a clear audit trail.
Your documents are stored privately. No public URLs. You can delete any invoice anytime. We never use your documents for model training.
Yes. Assign invoices to any client, then export a clean CSV with client names included. Each export keeps the same columns and audit trail.