Scope sheet
finbryn.com
AI and automation
Invoice and receipt extraction with LLMs
Invoice and receipt extraction with LLMs from Finbryn reads a US business's vendor bills and receipts and turns them into structured data, vendor, date, amount and a suggested GL code in QuickBooks Online, with a confidence score on every field. Anything below the set threshold goes to a named reviewer before it posts.
What is included
- Vendor invoices and receipts ingested from email, upload or a scanning app
- Structured extraction of vendor, date, amount, tax and a suggested GL code
- A per-field confidence score on every extracted document, not a single document-level score
- A defined threshold below which items route to a named human reviewer
- The original document image retained and linked to every extracted record
- Export or direct sync to QuickBooks Online, Xero, BILL or Ramp
- A monthly accuracy summary showing automatic-pass rate and correction rate
- A documented escalation path for a vendor format or document type extraction repeatedly struggles with
The process
- 1.
Sample and baseline
We pull a real sample of your invoices and receipts across vendors and document quality to see how extraction performs before anything goes live.
- 2.
Threshold setting
A confidence threshold is set from that sample, tuned to how much risk you want to carry versus how much manual review you want the team doing.
- 3.
Ingestion setup
Email inbox, upload portal or scanning app is connected so documents flow in the way they already arrive at your business today.
- 4.
Extraction and scoring
Each document is read for vendor, date, amount, tax and GL code, with a confidence score generated per field, not per document.
- 5.
Review queue
Anything under threshold routes to a named reviewer on the delivery team, who corrects and approves before it posts anywhere.
- 6.
Sync to your system
Approved data exports or syncs to QuickBooks Online, Xero, BILL or Ramp, mapped to your existing chart of accounts.
- 7.
Threshold review
After the first few weeks of real volume, the threshold and vendor-specific patterns are revisited and adjusted based on actual correction rates.
Software
QuickBooks Online, Xero, Dext, Ramp, BILL, Hubdoc
Pricing
Invoice and receipt extraction is priced by monthly document volume, either bundled into your bookkeeping tier or as an add-on for standalone AP automation work. Setup, including the initial accuracy sample and threshold tuning against your real documents, is a one-time cost separate from the ongoing monthly rate. Current tiers and how document volume is banded are published on the pricing page; a business with highly seasonal invoice volume should flag that during scoping so the pricing reflects the real average rather than a single busy month.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026