DocFlow - Automated Document Intake for Accountants
A system that auto-classifies incoming documents, extracts data, detects duplicates, and suggests GL accounts - saving 80% of manual bookkeeping work.
Accounting workflow automation
DocFlow - Automated Document Intake for Accountants - Main Dashboard
Project Overview
CLIENT
Accounting Firms
TIMELINE
12 weeks
ROLE
Full-Stack Architect
Accounting teams were spending most of their day on manual data entry - sorting incoming documents, classifying them, and keying numbers into the system. I built DocFlow to automate that entire workflow: documents come in, get classified automatically, data is extracted, GL accounts are suggested, and everything syncs to the ERP.
The Challenge
Document Volume
Accounting firms process hundreds of documents every day - invoices, receipts, bank statements, contracts - and each one needs to be handled correctly.
Classification
Documents arrive from multiple channels (email, upload, scan) in random order. The system must sort and classify them without any manual intervention.
Duplicates
The same document often comes in multiple times through different channels. Without smart duplicate detection, accountants waste time processing the same item twice.
ERP Sync
Extracted data must map to the firm's existing chart of accounts and flow into their ERP system without re-keying.
The Solution
An end-to-end document intake system that handles everything from the moment a document arrives to the moment the data is in your ERP - classification, extraction, GL mapping, and deduplication all happen automatically.
INTAKE
Multi-Channel Intake
Documents arrive by email, direct upload, or scan - the system normalizes everything into a unified queue regardless of how it came in.
CLASSIFY
Automatic Document Classification
AI identifies document type (invoice, receipt, bank statement, contract) and routes it to the right processing workflow - no manual sorting needed.
GL_SUGGEST
Smart GL Account Suggestions
The system learns from your accounting history and suggests the correct general ledger account for each document - accountants just confirm instead of looking it up.
ERP_SYNC
Seamless ERP Integration
Processed data flows directly into your existing ERP system automatically - no copy-pasting, no re-keying, no export/import cycles.
Technology Stack
Backend
AI Worker
Frontend
Results
Less manual work
Classification accuracy
Processing per doc
Duplicate detection
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