Overview
Various Document Types
BGL SmartDocs 360 currently reads and extracts data from invoices, receipts, bank statements, utility bills, rental property statements, and property settlement statements, and more document types are to come!
Capture with Convenience
Snap a photo of a document and upload it via our mobile app. Alternatively, you can upload or email documents directly to the software. You can even upload a multi-document file and use BGL SmartDocs 360 to split it into multiple files.
Seamless Data Integration
Automate your data workflows by seamlessly integrating with Xero. All of your Xero Categories and Contacts are synchronised with BGL SmartDocs 360.
Convert Bank Statements
Convert bank statements to CSV format, ready to import in Xero. Optionally, you can automatically categorise transactions and export a pre-coded CSV.
Extract, Classify and Publish
Effortlessly extract data, including single line items, automatically categorise transactions, then publish invoices, journals and bills to Xero
SmartDocs 360 + Xero
- Convert bank statements from PDF to CSV format. The option to export pre-coded transaction categorisation is also available.
- Scanned or captured bills, invoices, receipts, rental property statements, and property settlement statements. Data extracted from these documents can be pushed directly into Xero.
Pricing plans
This app includes a free 30 day trial
INTRODUCTORY PRICE
- * Effortlessly extract data, automatically categorise transactions, and convert bank statements and other document types to CSV format.
- * Currently processes invoices, receipts, bills, bank statements, rental property statements and property settlement statements, with more document types to come!
- * Data extracted from these documents can be pushed directly into Xero.
- * Various methods to submit documents - upload, email in or simply snap a photo of documents and upload it via our mobile app.
Getting started
- Click above "Get this app" button to start
- Submit your details, and a member of the BGL Team will be in touch!
