A books inbox that
files receipts from a chat
An accounting practice was drowning in receipts and invoices arriving as photos and forwards, all of it re-keyed by hand. We turned the chaos into a books inbox: a bot that takes a snap and files it.
For an accounting and advisory practice, Digital Pratik built a books inbox: a Telegram bot where a client snaps a receipt or invoice and it is filed into the books, with a client command center sitting on top. The re-keying that used to eat the team's time is handled at the moment the document arrives, so the practice spends its hours on advice rather than data entry.
The books were built on manual re-keying
An accounting practice runs on documents: receipts, invoices, statements. They arrive from clients as photos, forwards and scraps, at all hours, in no particular order, and someone on the team has to turn that mess into clean books.
That someone was doing it by hand, re-keying document after document. It is slow, it is error-prone, and it is the least valuable work a skilled accounting team can do, because every hour spent typing in a receipt is an hour not spent advising a client.
The chaos, turned into an inbox
A bot that files the document the moment it arrives.
- A books inbox bot. A client snaps a receipt or invoice into a Telegram chat and it is filed into the books, so the document is captured the moment it arrives instead of piling up for later.
- Less re-keying. The manual data entry that used to eat the team's hours is handled at the point of capture, so skilled people spend their time on the work only they can do.
- A client command center. On top of the inbox sits a command center, so the practice sees the state of a client's books rather than chasing paperwork.
- Documents in the client's hands. Because filing is as easy as sending a photo, clients actually do it, so the practice stops chasing people for paperwork.
The team stopped typing in receipts
Snap and it is filed
A receipt becomes a filed record from a photo, instead of a queue of manual re-keying.
Hours back for advice
The least valuable work is automated, so skilled people spend their time on the work clients pay for.
Clients that actually file
Because it is as easy as a chat, clients send documents in, so the practice stops chasing paperwork.
Questions founders ask about this build
It is a Telegram bot that acts as the front door to your books. A client snaps a receipt or invoice and sends it in, and it is filed into the books at the moment it arrives, instead of landing in a pile that someone has to re-key by hand later.
Because clients already use chat, and filing a document should be as easy as sending a photo. The easier it is, the more clients actually do it, which is what stops the practice from chasing people for paperwork all month.
It sits on top of the inbox and shows the practice the state of a client's books, so the team sees where things stand rather than digging through documents. The inbox captures, the command center gives the overview.
No. It removes the low-value data entry so the skilled people can do the high-value work. The point is to spend the team's hours on advice and judgement, which clients pay for, not on typing in receipts, which they do not.
Get your team off data entry
If skilled people on your team are spending hours re-keying documents, that is time you are paying a premium for and wasting. Bring your workflow to a call and I will show you how much of it a bot can take.