LedgerFlow Suite
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Bill Categorizer
Receipt & Bill Auto-Categorizer
Persona:
Professional Plan
Module 02 • Smart AP Automation
Receipt & Bill Auto-Categorizer COA Intelligence
Ingest vendor invoices, extract Net/Tax/Total with 98% accuracy, auto-assign Chart of Accounts codes, and block duplicate invoice submissions.
i How to Categorize Bills in 3 Simple Steps
1
Ingest Bill or Receipt
Enter or upload a vendor bill. The system extracts Vendor Name, Invoice #, Subtotal, and Sales Tax/VAT amounts.
2
Auto-COA Assignment & Dupe Check
AI matches vendor names against standard general ledger accounts (e.g. AWS -> #6210) while blocking duplicate invoices in real time.
3
Sync with Accounting Books
Verified bills are staged for single-click journal creation or scheduled accounts payable settlement.
Ingest New Vendor Receipt
Dupe Guard ONIngested Vendor Bills (5 receipts)
Total Spend: $1,770.50 • Total Tax: $30.46
100% Duplicate Shield Active
| Vendor & Invoice | Date | COA Category | Net Subtotal | Tax | Total Amount | Status |
|---|---|---|---|---|---|---|
|
St. Jude Children's Research Hospital
DON-2026-7781
|
2026-10-14 |
Charitable Contributions (501c3)
GL #6900
|
$500.00 | $0.00 | $500.00 | Verified |
|
Office Depot Store #482
OD-8812903
|
2026-10-11 |
Office Supplies & Materials
GL #6100
|
$249.50 | $19.96 | $269.46 | Verified |
|
Shell Oil & Fleet Fuel
SHL-TX-90184
|
2026-10-08 |
Automobile & Field Travel
GL #6400
|
$68.40 | $4.10 | $72.50 | Verified |
|
Adobe Creative Cloud
ADB-449102-CA
|
2026-10-04 |
Software & Subscriptions
GL #6220
|
$79.99 | $6.40 | $86.39 | Verified |
|
Amazon Web Services (AWS)
INV-AWS-982104
|
2026-10-01 |
Hosting & Cloud Infrastructure
GL #6210
|
$842.15 | $0.00 | $842.15 | Verified |