■ = automatically personalized per client — name, company, amount, and date all pull from the client list.
Sending to 6 clients · Monthly Invoice
Sending…
Send Log
Nothing sent yet this session — click "Send Now" above to see it populate.
Extract From a Received Document
For documents a client sends to you — a receipt, an invoice, a statement. Upload the actual PDF and this reads the real text out of it and pulls out what it can find. Nothing here is faked — if a field genuinely isn't in the document, it says so instead of guessing.
Click to choose a PDF
Works best on typed invoices, receipts, and statements
Documents Received
Nothing logged yet this session — extract a document above and log it to see it here.
My Documents
How This Works
Match documents to clients. Send once, personalized for everyone.
This is a simplified version of a tool built for a bookkeeping practice sending invoices, reports, and document requests to a client list every month by hand.
Pick a document type, pick who gets it, and every email is personalized automatically — client name, company, amount due, and date all pull from your client list. No copy-pasting the same email 20 times with the details swapped.
Click "Send Now" to see the batch-send flow, then check the Send Log to see a record of exactly what went out and when.
Toggle to Client Portal to see the other side — a client can view what's been sent to them, and pay an open invoice directly, no separate payment link or phone call needed. Marking it paid there updates the exact same record staff see in the Send Log.
This demo doesn't send real email — it simulates the workflow using sample clients. The real version connects to an actual email provider and a real client list.