Features
AI-powered invoice data extraction and assignment
Automated invoice sync to Procore commitments and direct costs
Real-time collaboration and approval workflows
QuickBooks Online and Desktop integration
Receipt tracking with AI processing
Company credit card transaction tracking and missing receipt reminders
Payables by Project: cross-project invoice visibility
Customizable approval workflows
Unlimited document storage
Direct cost management synced to Procore WBS
Outlook email inbox connection for automated invoice ingestion
Committed cost tracking and purchase order matching
Multi-QuickBooks company support
Automated field mappings between Procore and QuickBooks
Packet-Aware AI Agents for cross-document validation
Multi-Model Optimization for dynamic model selection
Deep Document Understanding for structured document maps
Contextual linking across documents in a packet
Applied business logic for rule-based analysis
Auditable and verifiable generative AI outputs
Human-in-the-loop review with task dashboards
No-code app builder for document processing workflows
Chat with documents for on-demand insights (single & multi-file)
Supports 55+ rich file formats
Handwriting recognition and multi-language recognition
Long document support (100+ pages)
Unlimited users in collaborative and personal workspaces
Enterprise-grade security with compliance controls (SSO, IP whitelisting)
Connect your own cloud storage (AWS S3, Azure, GCP, Google Drive)
