Harold is live · pricing from £19/mo · last verified 26 Oct 2026 · viability monitor
Harold
AI document validation for finance teams — extract, check, and fix invoices and POs before they reach your ERP.
Harold's pitch is the right one: extraction is close to a commodity, validation is where finance teams actually lose hours. The parts that matter are the rules engine, per-row line item checks, supplier profile mapping, and Zap Gates — gates promote an IF rule into a blocker so a failed check holds the document in the review queue instead of firing downstream. That is a genuine workflow product, not a chat wrapper. At the Founder Rate of £19/month with 250 extractions, it is a cheap entry point for a small accounts function. The catch is volume and depth: 250 extractions on the entry tiers is modest for a busy ledger, and beyond Xero and QuickBooks other ERPs come in through CSV, Excel, or
Verdict generatedVerified 4d ago · liveness 67/100 · cite: rightaichoice.com/tools/harold
- Accountants on Xero or QuickBooks who want totals and VAT checked before posting
- Operations teams automating purchase order workflows with full line-item validation
- SMEs forwarding supplier email attachments into a Harold inbox for clean structured output
- Finance teams with recurring supplier alias chaos who want it mapped once, permanently
- High-volume operations well past 3,000 documents a month — every published tier is metered
- Teams needing on-premise or self-hosted deployment; Harold runs in the browser only
- Buyers who only want raw text extraction and have no need for business rules validation
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Skip Harold if you process well past 3,000 documents a month or need on-premise deployment — every published tier is metered and the product runs in a browser only.
Going past your tier's extraction quota means moving up a plan — 250 a month on the entry tiers, 1,000 on Premium, 3,000 on Enterprise.
Harold sits at the affordable end of document automation. The Founder Rate at £19/mo and Standard at £29/mo undercut most AP automation platforms and are priced for a single accountant or a small SME rather than a finance department. Premium at £79/mo and Enterprise at £149/mo move it into the range of mid-market tooling, but the metered extraction caps (1,000 and 3,000 documents a month) mean the value depends on volume rather than seat count — a good fit for teams that process hundreds rather
In short
Harold — AI document validation for finance teams — extract, check, and fix invoices and POs before they reach your ERP. Best for Accountants on Xero or QuickBooks who want totals and VAT checked before posting, Operations teams automating purchase order workflows with full line-item validation, SMEs forwarding supplier email attachments into a Harold inbox for clean structured output. Plans from £19/mo.
What is Harold?
Harold — AI document validation for finance teams — extract, check, and fix invoices and POs before they reach your ERP. Best for Accountants on Xero or QuickBooks who want totals and VAT checked before posting, Operations teams automating purchase order workflows with full line-item validation, SMEs forwarding supplier email attachments into a Harold inbox for clean structured output. Plans from £19/mo.
Harold is document validation software for finance teams. It extracts data from invoices, receipts, purchase orders, credit notes, and statements, then runs rules-based checks on that data before anything reaches your accounting system. It is built for accountants, operations teams, and SMEs who are currently re-reading documents their OCR tool already processed. The workflow runs in four steps. Upload a file or forward it to a unique Harold inbox, and the AI pulls headers, totals, line items, and references into structured rows. Every extracted field carries a confidence score — Harold's example invoice shows a 98.4% average with a flagged VAT mismatch at 72% — so you can see what needs human eyes before export. Then rules act: IF checks catch a total that does not equal subtotal plus VAT, supplier mapping rewrites any document alias to your internal supplier ID once and reuses it (DAVIDBRENT to DB00001), and line item validation runs every row rather than just the header, checking qty x unit_price = line_total. Output is shaped by templates so the format matches what the destination expects: CSV, Excel, JSON, webhook, a push to your ERP, or a Zapier flow. Vendor numbers cite 2,500+ documents processed, 200+ hours saved, and £5,000+ of admin time eliminated. Positioning is narrow on purpose: Harold targets teams on Xero, QuickBooks, or mid-market ERPs such as Sage, Pegasus, SYSPRO, and WinMan. It is cloud-only and metered by document extraction volume.
Key features
- AI extraction from invoices, receipts, purchase orders, credit notes, and statements
- Rules engine with IF checks, formulas, and conditional logic
- Line item validation on every row: qty x unit_price = line_total
- IF Rules with three actions — flag red (error), flag amber (warning), send to review
- Zap Gates that promote any IF Rule into a hard block on downstream Zapier firing
- Supplier Profiles mapping each supplier's label dialect to your standard columns
- Column Matching with exact, contains, and fuzzy (75%+ similarity) modes
- GL Codes auto-assigned by supplier or category, with both code and GL name written to the row
- Formulas: multiply, divide, add, subtract, join text, add days — chainable across computed columns
- Output Templates defining header fields, line item fields, field types, and required vs optional
- Layout Trainer to drag detected fields onto your own columns for difficult document shapes
- Confidence scoring on every extracted field
- Upload via web or forward documents to a unique Harold data inbox with approved senders
- Export formats: CSV, Excel, JSON, webhook, and direct ERP / Zapier delivery
- Zapier integration connecting to 2,000+ apps
Behind the verdict
Harold is best understood as a validation layer, not an OCR tool. The extraction step is table stakes; the product's value sits in Layers 1–3 of its Advanced Uses flow. Layer 1 shapes output via Output Templates (you choose which header and line item fields Harold extracts, their labels, field types, and which are required), Supplier Profiles (per-supplier label-to-column mapping — Invoitizia's "Invoitizia" and "Inv No." both land in InvoiceId, silently on every future document), and the Layout Trainer, which lets you drag detected fields onto your own columns for the worst ~5% of suppliers where AI extraction alone struggles. Layer 2 makes data usable: Column Matching with exact, contains, and fuzzy (75%+ similarity) modes to turn "Acme Ltd" into ACM001; GL Codes that auto-assign a code and a GL name by supplier or category with a default action for unmatched rows; and Formulas with six operators (multiply, divide, add, subtract, join text, add days) that strip currency symbols, round to 2 decimals, and can chain off other computed columns. Layer 3 is the enforcement: IF Rules compare any two columns or a column to a fixed value across six comparisons, flag red (hard error) or amber (soft warning) or route the row to review, and each rule has a Zap Gate toggle that turns a flag into a block — the document stays in the review queue until you fix it, and Harold records which gates fired and why. Honest constraints: the deployment is cloud-only through a browser, so self-hosting is off the table. Native integrations centre on Xero and QuickBooks; Sage, Pegasus, SYSPRO, and WinMan arrive via output templates, CSV/Excel, or Zapier. Document extraction volume is metered on every published tier, from 250 a month up to 3,000 a month on Enterprise, which caps how far this scales inside a high-volume AP function. If you want raw text extraction and nothing else, or you need deep multi-entity ERP work, the product is not aimed at you.
Limitations
- Document extraction is metered — the homepage shows 2,500+ documents processed and the workflow is built around invoice, receipt, purchase order and statement processing.
- Harold's validation layer is rule-driven: correctness of totals and VAT depends on your rules engine configuration rather than being guaranteed.
- Deliveries are framed around spreadsheets, ERP/accounting tools, a Harold data inbox, and Zapier flows (2,000+ apps) rather than a documented public API.
as of 2026-09-28
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Is Harold still active?
Harold is live · pricing from £19/mo · last verified 26 Oct 2026 · viability monitor.
Viability score
How well maintained and how widely used is Harold? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →What do users say about Harold?
How we verified this
Every listed fact about Harold— pricing, features, links, status — is re-read from the vendor's own pages by our verification pipeline and each change is logged with a date; the last pass ran on 26 Oct 2026. Pages mix model-assisted synthesis with human review; see how we verify.
Verification history
We have re-verified Harold 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — changed limitations
- — changed limitations, switching in, pricing fit, switching out, who should skip it, use cases, summary, who it suits, features, description, hidden costs, our verdict, setup time
- — changed who should skip it, who it suits, description, summary, our verdict, features, integrations, pricing tiers
- — changed pricing page
- — changed SSL certificate
- — changed domain expiry
Showing the 6 most recent of 9 verification passes.
Free to cite with attribution — this page re-verifies continuously.
How much does Harold cost in 2026?
Harold: Plans from £19/mo. Pricing last verified 26 Oct 2026.
Plans compared
Every published Harold tier, its price as the vendor publishes it, who it fits, and what it adds over the tier below. The 12-month cost projection follows.
| Plan | Price | Billing | Who it's for |
|---|---|---|---|
| Founder Rate | £19/mo | monthly | Early supporters and solo accountants who want the cheapest locked-in entry to Harold and can live with 250 extractions a month.Adds: Starting tier and one-time offer — 250 extractions, 3 document boxes, 5 automations, 10 templates, with the price locked forever. |
| Standard | £29/mo | monthly | Small businesses processing documents regularly who want the same quota as Founder Rate without relying on a limited-time offer.Adds: Same 250 extractions and box/automation limits as Founder Rate, adding CSV and Excel export and email support at £29/mo. |
| Premium | £79/mo | monthly | Growing finance teams that have outgrown 250 extractions a month and need more document boxes and unlimited automations.Adds: Raises the quota to 1,000 extractions, 10 document boxes, unlimited automations and templates, all export formats, and priority support. |
| Enterprise | £149/mo | monthly | Larger operations with steady document volume that need the highest published quota and dedicated support.Adds: Raises the quota to 3,000 extractions a month with unlimited document boxes and dedicated support at £149/mo. |
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Where the pricing makes sense
The company stage and team size where Harold's pricing actually pencils out — and where peers do it cheaper.
Harold sits at the affordable end of document automation. The Founder Rate at £19/mo and Standard at £29/mo undercut most AP automation platforms and are priced for a single accountant or a small SME rather than a finance department. Premium at £79/mo and Enterprise at £149/mo move it into the range of mid-market tooling, but the metered extraction caps (1,000 and 3,000 documents a month) mean the value depends on volume rather than seat count — a good fit for teams that process hundreds rather
Has Harold's pricing changed?
No plan price for Harold has moved since we began logging in Aug 2026; the pricing page is re-read on every verification pass.
Who should pick Harold?
Pick Harold if you are Accountants on Xero or QuickBooks who want totals and VAT checked before posting, Operations teams automating purchase order workflows with full line-item validation, SMEs forwarding supplier email attachments into a Harold inbox for clean structured output, Finance teams with recurring supplier alias chaos who want it mapped once, permanently.
Look elsewhere if you are High-volume operations well past 3,000 documents a month — every published tier is metered, Teams needing on-premise or self-hosted deployment; Harold runs in the browser only, Buyers who only want raw text extraction and have no need for business rules validation, Organisations needing deep multi-entity ERP integrations beyond Xero and QuickBooks natively.
Skip it if Skip Harold if you process well past 3,000 documents a month or need on-premise deployment — every published tier is metered and the product runs in a browser only.
GeneratedReal-world workflow fit
Concrete scenarios for the personas Harold actually fits — and what changes day-one when you adopt it.
Set up a Harold data inbox with approved supplier senders, then let suppliers email invoices straight in. Harold extracts the header and line items, runs IF rules on total versus subtotal plus VAT, and maps each supplier's label dialect to your standard columns via Supplier Profiles.
Outcome: Invoices arrive pre-checked, VAT mismatches are flagged red for review, and clean rows export to Xero without a re-reading pass.
Upload POs through the web flow, use the Layout Trainer on the handful of suppliers whose documents extract badly, and add a Formula that computes due dates from the invoice date. Turn on Zap Gates for a total-over-£10,000 threshold so any large PO is held for human approval.
Outcome: Line items are extracted in full, quantity and price checks run on every row, and only approved documents fire into the downstream Zapier flow.
Build Column Matching rules that translate each supplier alias on a document to your internal supplier ID — Acme Ltd to ACM001, Smith & Co to SMI002 — using exact, contains, or fuzzy matching, then add GL Codes so the code and GL name are written into the row.
Outcome: Supplier identity and coding are applied automatically on every future document, with unmatched rows flagged for review rather than slipping through uncoded.
Use cases
- Auto-validate invoice totals and VAT before exporting to Xero or QuickBooks.
- Map supplier aliases to internal supplier IDs once, then let every future document map itself.
- Forward emailed purchase orders to a Harold inbox and get back structured line items.
- Build output templates that match your ERP's exact column format.
- Run row-level checks so quantities, unit prices, and line totals agree before posting.
- Assign GL codes automatically by supplier or category instead of coding invoices by hand.
- Gate high-value or future-dated invoices so they are held for manual review before reaching your systems.
Setup time & first value
How long it actually takes to get something useful out of Harold — broken out by persona, not the marketing-page minute.
For a single-upload flow, you can drop a document in and see extracted fields with confidence scores within minutes — the vendor's own line is "no consultants, no setup calls". Setting up a data inbox with approved senders and an introductory email is an afternoon job. The longer investment is the Advanced Uses layers: Output Templates and Supplier Profiles for your main suppliers take a working
Switching to or from Harold
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual AP re-checking: start by forwarding a batch of existing invoices to a Harold inbox and compare flagged errors against your manual findings.
- →From a plain OCR tool: define Output Templates to match the columns your current tool produced so downstream workflows continue to work.
- →From Xero or QuickBooks coding workflows: build GL Code rules by supplier so codes are applied before export rather than during posting.
- →From a competitor extraction service: rebuild supplier alias mapping as Supplier Profiles and Column Matching rules, then compare extraction output side by side.
- ↗To a native ERP connector: if Xero and QuickBooks native links are not enough, you can keep Harold for validation and export CSV, Excel, or JSON into the ERP instead.
- ↗To a Zapier-first stack: Harold already drives Zapier flows, so validation can stay in Harold while routing moves to a different automation platform.
Integrations
Tutorials & Learning
YouTube returned 6 videos for “Harold”, and we withheld 6: 6 could not be judged, because “Harold” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Harold.
Official links
What are the best Harold alternatives?
The closest alternatives to Harold we list are Xero, Docsumo and DocLine.ai. Ranked by direct product-type match, not category overlap.
| Alternative | Pricing | Starts at | Last verified |
|---|---|---|---|
| Xero | Paid | Pricing not published | — |
| Docsumo | Freemium | Pricing not published | — |
| DocLine.ai | Contact Sales | Custom pricing | — |
Alternatives to Harold
View all
Xero
Xero is cloud accounting software for small businesses, with JAX, its AI finance partner, bundled on every plan from Starter to Premium.
Docsumo
Docsumo is AI document processing for loan, insurance and AP files — extract fields, cross-check documents, route exceptions
DocLine.ai
AI document extraction for invoices, receipts, contracts and forms — pre-trained models plus no-code custom fields.
Tools that pair well with Harold
Common stack mates teams adopt alongside Harold, with the specific reason each pairing earns its keep.
Xero
Xero is cloud accounting software for small businesses, with JAX, its AI finance partner, bundled on every plan from Starter to Premium.
Docsumo
Docsumo is AI document processing for loan, insurance and AP files — extract fields, cross-check documents, route exceptions
DocLine.ai
AI document extraction for invoices, receipts, contracts and forms — pre-trained models plus no-code custom fields.
Harold vs its closest rival
Harold's closest head-to-head is with Screenplayiq — ScreenplayIQ and Harold serve completely different domains—screenwriting vs. accounting—so the choice depends entirely on your profession. If you're a screenwriter or producer seeking data-driven script feedback and box office forecasts, ScreenplayIQ's AI analysis and market predictions are valuable. If you're an accountant or operations manager needing to automate invoice validation and ERP import, Harold's rule-based extraction and error checking will save hours. No direct competition exists; pick based on your workflow. Verdict generated
Head-to-head comparisons
Harold vs Screenplayiq
ScreenplayIQ and Harold serve completely different domains—screenwriting vs. accounting—so the choice depends entirely on your profession. If you're a screenwriter or producer seeking data-driven script feedback and box office forecasts, ScreenplayIQ's AI analysis and market predictions are valuable. If you're an accountant or operations manager needing to automate invoice validation and ERP import, Harold's rule-based extraction and error checking will save hours. No direct competition exists; pick based on your workflow.
GeneratedHarold vs Geologicai
Choose GeologicAI if you're in mining critical minerals and need end-to-end core scanning, AI logging, and resource modeling with sub-48-hour turnaround. Choose Harold if you're a finance team drowning in invoices and purchase orders, needing automated extraction with rule-based error checking before ERP export. These tools serve entirely different domains and are not direct competitors.
GeneratedHarold vs Bitsgap
If you're a crypto trader looking for automated bots with multi-exchange support, Bitsgap wins with its 6 bot types, backtesting, and demo mode. For finance teams processing invoices and purchase orders, Harold's AI validation and rule engine are purpose-built. They serve completely different needs — choose based on whether your asset is cryptocurrency or accounting documents.
GeneratedFrequently asked questions
Best-of guides
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