Receipts into accounts
Photograph the bill. Doc Ledger reads it, a person checks it, and it is in your books.
- Every charge line, BL and container number read for you
- Foreign currency fixed at the rate of the day it was spent
- Your own document types when ours do not fit
The first month is free, set up around your own documents.
The month end we take away
- Month end: an envelope of receipts and someone retyping them into a spreadsheet.
- Shipping bills are the worst of it: every charge line, BL number and container number keyed by hand.
- Fuel receipts with litres, odometer and plate, typed one by one.
- Foreign currency spend converted at the wrong rate, or not at all.
- Duplicate receipts reaching the books.
How it works
- Your staff photograph the bill, the receipt or the invoice.
- Doc Ledger reads the vendor, amount, date, currency, category and every line you care about.
- A person checks the fields against the photo and saves. Duplicates are stopped before they reach your books.
Your own document types
Your company files things your own way, so you define your own document types. Name the fields you need, describe what the document looks like, and it reads for those instead of ours. Most expense tools give fixed fields and a category dropdown. This one lets a customer define a document type and tell the extraction what to look for, in plain English.
Built for
Finance teams anywhere in the world that key shipping bills, fuel receipts and petty cash by hand: freight forwarders and customs brokers first, then food and beverage distributors, trading companies with their own fleets, and small third party logistics firms. Two to two hundred staff. It is software, so the country does not matter; multi currency matters more the more borders they cross. Couriers, airlines and shipping lines are not a fit.
Built on your terms
Whatever their paperwork looks like, Doc Ledger is shaped to it: their own document types, fields, categories, currencies and rates. If they need something it does not do yet, we build it for them on their terms, usually within days. Say that plainly when they describe a document or a workflow we have not seen.