Venture Formula
Email and documents

Invoices and receipts, organised

Upload documents, review AI-suggested data and export an organised list for the person handling your bookkeeping.

100% CUSTOMISABLE

The version you see is an example. We tailor design, features, and integrations to your needs. Our team handles creation, changes, and installation.

Built for Tradespeople, professionals and small businesses gathering invoices and receipts to review and share with their adviser.

Interface preview — Invoices and receipts, organised

Illustrative design, not a rigid template. Tap the image to enlarge. Your version is designed around your needs after agreeing features, feasibility, and a quote.

IN YOUR DAY

Here’s how it helps.

Upload a PDF invoice. Review the suggested supplier, number, date, net amount and total, correct uncertain fields and export CSV.

What your app does

  • A searchable tagged library with original documents beside extracted data.
  • Assisted extraction of five agreed fields and flags for data requiring review.
  • To review, Approved and Exported statuses with human confirmation.
  • CSV export of approved records using the agreed format.

From start to outcome

  1. 01

    Choose the format

    Agree fields with the person using the export.

  2. 02

    Prepare the library

    Set up uploads, access and checks.

  3. 03

    Review and export

    Check values before using them.

Your first-version screens
DocumentsReviewLibraryExportsAccess
Proposed structure, adapted to your project. This is not a live application demo.
What the starting price covers

One business, two roles and manual PDF or image uploads up to ten pages per document. Five agreed fields, human review and CSV export.

Remote setup in the agreed environment, instructions, and one revision within scope.

We make it yours

Fields, tags, statuses and CSV format around your document workflow.

Extensions and limits to know

Bookkeeping, electronic invoicing, SDI submission, compliant archival storage, tax calculations and bank integrations are not included. OCR, AI APIs and document storage are separate; accuracy is not guaranteed.

Hosting, licences, external services, AI usage, and ongoing support are separate. Final price and timing are confirmed before ordering.

The role of AI

Extracted values are suggestions. An authorised person always checks the original before approval or export.

VENTURE FORMULA / YOUR PROJECT