Get hours back with ScannerPilot's QuickBooks document workflow
With ScannerPilot, supplier invoices and receipts are captured, reviewed beside the original file, and synced to QuickBooks Online with attachments.No manual entry. Review before every sync.
No credit card required.
ACME OFFICE
INV-1048 · $284.20
Acme Office Supplies
INV-1048
$284.20
QuickBooks Bill
$284.20
PDF attached
2025 Winner
Best QuickBooks document workflow
Accounting Tech Awards
2025 Winner
Top bookkeeper intake tool
Practice Excellence
2026 Winner
Review-before-sync workflow
Firm Operations Summit
Faster, easier, more accurate
document-to-QuickBooks workflow.
Capture supplier documents, review extracted fields, and sync Bills or Expenses with the original file attached.
Costs inbox
FilterAcme Office
INV-1048
$284.20
Needs reviewNorthwind Traders
NT-773
$1,042.18
ExtractingCity Cafe
Receipt
$32.99
SyncedEasily capture and upload
receipts and supplier invoices.
Submit bills via bulk upload into the right client workspace. ScannerPilot extracts vendor, date, tax, and totals for review. No manual entry or lost documents. Just less admin every week.
Capture receipts and invoicesReview INV-1048
Needs ReviewAcme Office Supplies
Extracted fields
Acme Office Supplies
INV-1048
$284.20
Less manual work,
more time for client work.
ScannerPilot automates extraction, duplicate checks, and review queues so bookkeepers can approve clean documents faster. More automation. Fewer reconciliation headaches.
See how review worksApproved
INV-1048
Bill created
VendorRef synced
Attached
PDF uploaded
Sync approved documents
straight to QuickBooks.
Each client connects to its own QuickBooks Online company. Approved documents create Bills or Expenses, then attach the source file. Per-client workspaces. One clean audit trail.
QuickBooks integrationFirm dashboard
100+
workspaces
Demo Client 001
Demo Client 002
Keep on top of documents
for every client you manage.
Use separate client workspaces, cross-client work queues, and per-client QuickBooks connections so firm workflows stay organized. No mixed client data. No email chains for missing PDFs.
Built for accountants and firmsConnect ScannerPilot
with your accounting stack.
ScannerPilot syncs approved documents to QuickBooks Online and fits alongside the tools your clients already use.
Syncs to
Built for teams using
Trademarks belong to their respective owners. ScannerPilot is not endorsed by Intuit.
Removing hassle,
every step of the way.
From upload to attachment — ScannerPilot keeps the workflow focused on QuickBooks-ready review and sync.
Upload bills, receipts, and supplier PDFs into the client inbox.
Drop invoices & receipts
PDF, JPEG, PNG · bulk upload
Plans to suit
your practice.
All plans cover the document-to-QuickBooks essentials, with room to grow as your client list expands.
Starter
Starting from
1 QuickBooks client/company
- Document upload
- OCR extraction
- Review queue
- QuickBooks sync
- Attachment tracking
Bookkeeper
For bookkeepersStarting from
Multiple client workspaces
- Bulk upload
- Client workspaces
- Vendor/account mapping
- Usage ledger
- Cross-client work queue
Firm
Contact us
High-volume client teams
- Advanced controls
- Audit exports
- Priority onboarding
- Custom usage
- Team workflow support
Learn how businesses just like yours
save time and hassle with ScannerPilot.
“I'm not an accounting guy but ScannerPilot is so user friendly that I now process all my invoices. My bookkeeper has everything ready to sync.”
George Y.
Small business owner
Join bookkeepers and businesses
already on ScannerPilot.
Teams use ScannerPilot to cut manual bill entry, keep QuickBooks clean, and attach the original file every time.
10,000+
Documents reviewed
500+
Client workspaces
5-step
Upload to attach workflow
ScannerPilot by numbers
99.9%
Market-leading extraction accuracy means you can trust the review screen before anything reaches QuickBooks.
Start free trialVendor + invoice #
High-confidence on repeat suppliers
Date + tax + total
Editable before approval
Duplicate checks
Blocked before sync by default
Try ScannerPilot yourself with a free trial
Discover why bookkeepers and small businesses use ScannerPilot to make more time for client work — upload a bill, review it, and sync to QuickBooks with the source file attached.
No credit card required.
Frequently asked
questions.
Free trial
Yes. Start free with no credit card required so you can upload documents, review extraction, and test the QuickBooks workflow firsthand.
Product and subscription
Yes. ScannerPilot is built around QuickBooks Online and focuses on Bills, Expenses, vendor/account references, sync status, and original file attachment.
Document submission and security
Client workspace access is designed around separate client queues. Team and client access controls can be configured as the workspace is set up.