Accounting document intake & extraction.
A document intake, optical character recognition (OCR) parsing, and transaction matching engine for firm receipts and invoices.
Problem
Bookkeepers spend hours weekly chasing clients for missing receipts, matching invoice files, and typing transaction entries into accounting software.
Workflow drag
- 01
Receipts and invoices arrive in unstructured batches across emails, photos, and messages.
- 02
Staff manually reconcile bank feeds by searching files and typing details.
- 03
Client delays in sending documents bottleneck tax filings and monthly reports.
What Jelonyx would build
Jelonyx builds a custom receipt intake channel (WhatsApp/email) that extracts transaction data, matches ledger records, and alerts clients to outstanding items.
Why it matters
It removes the bottleneck of data entry, helping the firm scale client capacity without adding administrative staff.
Paid implementation path
Start with an Operations Diagnostic. We then scope a custom document matching and intake build (AUD 2,500 – 4,500) with diagnostic credit applied, balance due after verified live delivery.
- Receipt capture
- ABN matching
- Xero/MYOB sync
- Automated reminders
Validate this workflow with a custom build.
Send the workflow that resembles this concept. Jelonyx will narrow it to one paid diagnostic and a fixed-price custom build instead of expanding into an open-ended project.