The End Of Receipt Requests And Invoice Follow-Ups.
Supported software integrations
Gmail
Outlook
QuickBooks
XeroSee DocStreamAI in action
A quick look at how DocStreamAI turns a cluttered inbox into clean, synced financial data.
End-to-end automation, from email to your accounting software.
Q: How does DocStreamAI grab my clients' documents?
A: It monitors the connected inboxes of your clients and team members and automatically detects incoming emails with financial documents, classifying and separating invoices, receipts, and credit memos from everything else.
Q: Do my accounting software vendors and expense categories get used?
A: Yes. DocStreamAI reads each document and matches the vendor and expense category to the ones already set up in your QuickBooks or Xero account. You're in control of how each vendor is categorized: pin a vendor to a specific expense category, or let DocStreamAI AI-categorize it for you — whichever you prefer.
Q: Where does the extracted data end up?
A: Everything lands in the DocStreamAI app first. From there — depending on your account settings — each document is either manually approved by your team or automatically synced to your accounts payable in QuickBooks or Xero.
Try the software free — no strings attached, no time limits. You pay nothing until it's actually saved you hours.
See what your time is worth.
DocStreamAI removes about 80% of the manual time spent processing documents end-to-end. Adjust the inputs below to see your yearly return.
Your current workflow
What an hour of your time is worth.
Our measured average — from email arrival to bill posted in QuickBooks. Adjust if your process is faster or slower.
Extra time per document spent chasing clients and staff for missing paperwork and following up — the hidden back-and-forth before a document is ready to process.
Typical range across our customers.
The accountant plan scales with your roster (3–300).
2,400 total documents / month across the firm.
Monthly cost vs. client roster
The shaded zone is what you keep. Volume discounts kick in as you add clients.
The Hidden Costs
On average, every document quietly eats 2.5 minutes. Here's where it actually goes:
Using QuickBooks' AI extraction and categorizing each bill — even with their AI, the workflow still takes this long.
Reading the email, downloading the attachment, logging into your accounting software.