Organize project-coded accounts payable documents for cost allocationautomatically
Archive project-related invoices and expenses with clear project codes, cost centers, and vendor details for accurate project cost tracking.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-10
Invoice #
123-4567890-123
Issuer
QuickBooks
Organize project-coded AP documents for accurate cost allocation and budget tracking.
- Connect project expense folders or ERP project cost exports.
- AI extracts project codes, cost centers, vendor names, and amounts.
- Organize by project and cost center for automated budget tracking.
Proof: 2.4k project AP documents organized last month at 96.3% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Example naming rule
Rename to 2024-10-10_quickbooks_123-456789
Why teams adopt this workflow
Project cost tracking: Organize expenses by project code for accurate project budget tracking and variance analysis.
Cost allocation: Automatically route expenses to correct cost centers and projects for financial reporting.
Budget compliance: Track project spending against approved budgets with clear project identification.
How it works
Project AP docs auto-name to ProjectCode_Vendor_INV-Number_Date_Amount.pdf with 96%+ accuracy, ready for project cost allocation.
- Connect project expense folders or ERP project cost exports.
- AI extracts project codes, cost centers, vendor names, and amounts.
- Organize by project and cost center for automated budget tracking.
FAQ
Can I handle multiple project coding systems?
Processes various project coding formats from different ERP and project management systems.
How do I track project budget vs actual?
Organizes by project code and amount for easy budget vs actual analysis and reporting.
Will it work with different cost centers?
Handles multiple cost center structures and allocation rules automatically.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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