Accounting document intake & extraction.
A document intake and OCR parsing path for receipts, invoices, and transaction matching.
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 reduces data entry and client chasing, so the firm can handle more work without adding admin hours at the same rate.
Paid implementation path
Start with an Operational Leak Audit. We then scope a custom document matching and intake build (AUD 4,500-7,500) with audit credit applied, balance due after verified live delivery.
- Receipt capture
- ABN matching
- Xero/MYOB sync
- Automated reminders
Use this as a starting point, not a template.
Send the workflow that resembles this design spec. Jelonyx will narrow it to one paid audit and a fixed-price custom build instead of expanding into an open-ended project.