Snapshot
Continue to About ↓- What it does
- An AI bookkeeping and document-operations platform that captures invoices, receipts and bank statements from email, WhatsApp, mobile upload or file upload, reads and codes them, reconciles them against bank feeds, and posts the results into QuickBooks Online, Xero or Zoho.
More detail
- It runs a four-state pipeline (Captured → Extracted → Needs review → Posted) and escalates only exceptions to a human, with configurable per-client autonomy starting from Shadow mode.
- Best for
- Small to mid-sized CPA firms and bookkeeping practices that already run on QuickBooks Online, Xero or Zoho and whose clients send documents by email, WhatsApp or phone photos.
More detail
- Also fits in-house finance teams at growing companies that want hands-off document capture and reconciliation.
- Pricing
- Subscription SaaS in USD, cancel anytime, with a 14-day free trial and no credit card required.
More detail
- For companies, BASE is $19/mo.
- For accountants, Firm Starter is $39/mo with the first 10 clients free and $10/client/mo for clients 11+, and Firm Professional is $69/mo with unlimited clients, priority AI
- Main limitation
- Firms on Sage or FreeAgent, or needing VAT/sterling-native workflows, since those are not listed as supported and prices are USD only.
More detail
- Poor fit for buyers who need disclosed security certifications, published per-document consumption rates, payroll today, or independently verified accuracy before committing.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- An AI bookkeeping and document-operations platform that captures invoices, receipts and bank statements from email, WhatsApp, mobile upload or file upload, reads and codes them, reconciles them against bank feeds, and posts the results into QuickBooks Online, Xero or Zoho.
- It runs a four-state pipeline (Captured → Extracted → Needs review → Posted) and escalates only exceptions to a human, with configurable per-client autonomy starting from Shadow mode.
What it helps with
- Manual keying of invoices, receipts and statements into the accounting ledger, with the company claiming data entry drop
- Chasing clients for missing documents, with Chase Loops following up over email and WhatsApp and the company claiming ch
- Reconciliation and fraud exposure, with automatic invoice-to-statement matching and flags for duplicate invoices, vendor
- Month-end close drag, with the company claiming close time drops from 19h to 6h.
- Exceptions buried in bulk review, addressed by routing only low-confidence reads, anomalies and coding decisions to a hu
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Multi-channel document intake | Yes | Accepts documents by email, WhatsApp, mobile capture or upload; PDF, JPG or PNG up to 10 MB; de-duplicated on arrival. |
| Extraction and coding | Yes | OCR including handwritten documents, with classification, GST/HST splitting and GL coding; the site states 3–5s per document. |
| Chase Loops | Yes | Live now and included in all plans; automated follow-ups over email and WhatsApp with escalation to a human. |
| Reconciliation and fraud alerts | Yes | Live now and included in all plans; automatic invoice-statement matching plus duplicate and anomaly flags with confidence scores. |
| Accounting integrations | Limited | QuickBooks Online, Xero and Zoho only; Sage and FreeAgent are not listed as supported. |
| Per-client autonomy levels | Yes | Settings range from Shadow mode to Aggressive, so autonomy can be raised once agents prove themselves on a client's data. |
| Payroll processing | No | The $69/mo Salaries add-on and the Payroll Agent are marked Coming Soon and are not usable today. |
| Client Health, Period Close, Team Performance | No | All three modules are marked Coming Soon; only early-access signup is offered. |
| Security certifications (e.g., SOC 2) | Unknown | Stated controls are TLS in transit, encrypted storage, role-based access, tenant isolation and audit logging, but no named certifications are published per an independent review. |
| Usage-based consumption pricing | Limited | Each paid plan states "consumption rates apply" but the actual rates are not published, so total cost at scale is undisclosed. |
Bot trust
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Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- dodocs.ai
Technical profile details
Record ID
f8b7c27f-28cb-4d35-b881-8a090b68437dCanonical URLhttps://profiles.scribble.network/listing/dodocs-ai-f8b7c27f