Document Ingestionv1.0.2

An accounting firm processes all client source documents (bank statements, invoices, receipts) for month-end close. The skill auto-classifies, extracts data, and categorizes transactions, producing a QBO-ready CSV and an exception report for review.

A freelancer receives receipts and invoices from various vendors. They drop files into a folder, run the skill, and get transactions automatically mapped to their business categories (e.g., Software, Travel), ready for tax filing.

A non-profit receives PDF bank statements and donation records. The skill extracts deposit amounts and donor information, categorizes them under 'Contributions' or 'Grant Income', and flags duplicates for grant reporting.

A retail store owner processes daily sales CSV exports and supplier invoices. The skill splits transactions into Sales Revenue and Cost of Goods Sold, matching vendor names to category mappings for inventory tracking.

An HR department processes payroll report PDFs from providers like Gusto or ADP. The skill extracts per-employee gross, taxes, and net amounts, categorizes them into Payroll Expenses, and prepares import files.

Firms use the skill to automate data entry for month-end close, reducing manual processing time. They charge clients based on document volume or flat monthly fee, leveraging increased efficiency to scale client load.

Freelance bookkeepers ingest client documents, produce categorized transaction lists, and deliver QBO-ready files. They differentiate with fast turnaround and minimal errors, charging per batch or hourly.

A software company embeds this skill into their expense management or accounting platform. They offer it as a premium feature, charging a monthly subscription tier that includes automated document ingestion.