What It Handles
Invoices, contracts, intake forms, receipts, work orders — extracted in under 30 seconds.
PDF, image, or Word — DocuFlow extracts the fields and pushes them to QuickBooks, your CRM, or Slack.
Invoices
Extract vendor name, amount, due date, and line items automatically. Auto-log directly to QuickBooks, Xero, or FreshBooks — zero manual entry.
Contracts
Pull key terms, dates, parties, and signature status instantly. Get alerted on renewals before they lapse. Get a renewal alert 30 days before any contract expires.
Intake Forms
Patient or client info extracted and pushed to your CRM the moment a form is submitted. Patient data hits your CRM in under 10 seconds, with 99.2% field accuracy.
Receipts
Snap a photo, get categorized expense data in seconds. Merchant, amount, category, and date extracted and synced to your expense tracker automatically.
Job Orders
Extract job details, client info, and status from any format — email, PDF, or image. Auto-update your project management tool and notify the right team member.
Legal Documents
Summarize key clauses and flag action items automatically. Know exactly what a 50-page contract says in 30 seconds — without sending it to counsel first.