AI Automation for Accountants & Bookkeepers
Automate invoice and receipt processing from clients via WhatsApp.
Intelligent Automation
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📎 Invoice_January.pdf
📎 Invoice_February.pdf
📎 Invoice_March.pdf
Extracted fields from Invoice_January.pdf: - Issue date: 2023-01-15 - Due date: 2023-02-15 - Total amount: $1,250.00 - Vendor: Company ABC - Invoice number: INV-001
Extracted fields from Invoice_February.pdf: - Issue date: 2023-02-10 - Due date: 2023-03-10 - Total amount: $850.50 - Vendor: Vendor XYZ - Invoice number: INV-002
Extracted fields from Invoice_March.pdf: - Issue date: 2023-03-05 - Due date: 2023-04-05 - Total amount: $2,100.75 - Vendor: Services Ltd - Invoice number: INV-003
Send documents via WhatsApp
Send PDFs or images via WhatsApp (one or many) to the official number.
Processing with OCR & AI
OCR processing and advanced AI analysis to understand the document.
Field extraction
Automatically extract the fields you defined in your template into structured data.
Ready to integrate
Prepared to integrate with your ERP and pipelines.
Export from the app
From the web app you can save extracted data to XLS, CSV or JSON.
Audit & traceability
Each extraction stores metadata and confidence for traceability and QA.
Send documents via WhatsApp
Send PDFs or images via WhatsApp (one or many) to the official number.
Processing with OCR & AI
OCR processing and advanced AI analysis to understand the document.
Field extraction
Automatically extract the fields you defined in your template into structured data.
Ready to integrate
Prepared to integrate with your ERP and pipelines.
Export from the app
From the web app you can save extracted data to XLS, CSV or JSON.
Audit & traceability
Each extraction stores metadata and confidence for traceability and QA.
Create smart extraction templates and automate extraction
Automate document data extraction. Define extraction templates and forget about extracting data one by one: automate everything thanks to AI.
AI-powered detection
AI recognizes the document type and applies the proper template.
Scalable & fast
Processes documents in parallel to scale on demand.
Example extraction output
Structured information, ready to integrate into your ERP.
{
"total": 1250.00,
"currency": "EUR",
"date": "2024-05-12",
"items": [
{
"description": "Consulting",
"quantity": 10,
"rate": 125
}
],
"supplier": {
"name": "Acme Company",
"vat": "ES12345678"
}
}Send document
Export extracted data to your preferred format
AI Schema Assistant
NewNew assistant: tell it the document type and which fields you want to extract and the AI will create the template for you.
How It Works
Set up your extraction templates and let the AI process your documents end-to-end: from upload to data export.
Step 1
Create extraction templates with the AI assistant: tell it the document type and which fields you want and it builds the template for you.
Step 2
Send documents: upload in the web app or send PDFs/images via WhatsApp to the official number.
Step 3
Processing: OCR + advanced AI to interpret and extract the defined fields.
Step 4
Results: extracted data is stored in the app and can be exported to CSV, XLS or JSON or integrated with your ERP.
Step 5
History & control: the web app shows the history for each template with results, confidence and audit data.
Step 6
Ready to use: once extracted, you can push the data into your ERP or use it elsewhere.
Pricing & Plans
Choose the plan matching your document volume. 1 page = 1 credit.
You expect to process approx.
196 credits
✨You will save approx. 10 hours/month of manual work
Secure
Enterprise-grade encryption
Fast
Seconds per document
Teams
Invite your coworkers
Templates
Customizable
Basic
- 200 credits / month
- 1 page = 1 credit
- Priority support
- Unlimited templates
- 2 Team members
- Professional API access includedNEW
20 free trial credits. No credit card required.
Frequently asked questions about WhappScan
A quick overview of the most common questions about WhatsApp flow, configurable extraction templates and tokens.