DocStreamAI

This product automates the collection and processing of financial documents by monitoring email inboxes, extracting data with AI, and syncing bills and expenses to accounting software. It targets accountants, bookkeepers, and finance teams in small to mid-sized businesses and accounting firms. It is delivered as a SaaS platform that integrates with Gmail, Outlook, QuickBooks, and Xero, reducing manual data entry and chasing missing receipts.

Key features

• Real-time Gmail and Outlook monitoring
• AI-powered document classification
• Centralized document dashboard
• Automatic Gmail labels and Outlook categories
• Organization-wide label fanout
• Customizable follow-up email reminders
• Duplicate prevention and external change detection
• OAuth2-secured integrations
• AES-256 encryption at rest
• TLS/HTTPS encrypted in transit