IWhat it does
Most fund finance ops live in a CFO's inbox. Invoice arrives, gets manually entered into the books, gets categorized, gets approved, eventually gets paid. The work is necessary; the manual entry is not.
InvoiceScan watches the CFO's inbox. When an invoice arrives — PDF or inline — it's parsed (vendor, amount, line items, GL category), routed through an approval workflow if needed, and pushed to the bookkeeping software (Xero, QBO, Sage, whatever the fund uses).
Currently in production at Firstminute Capital. The CFO's monthly close went from a week of catch-up to a same-day process.
IIFeatures
aInbox-native
Runs on Gmail or Outlook. No portal to upload to, no app to open. Invoices arrive the way they always have.
bMulti-bookkeeping
Xero, QuickBooks Online, Sage, Wave. Pushes structured invoice records into whatever the fund uses.
cApproval workflow
Routes invoices above a threshold for partner sign-off before they hit the books. Configurable per fund.
dAudit trail
Every invoice has the original email + parsed data + approval chain logged. LP-auditable.
IIIIntegrations
IVPricing
Per-fund install. Pricing depends on invoice volume and bookkeeping software.
