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Last Updated: 01-01-2023 12:00 AM (UTC)
InvoiceShelf
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Benefits
- Automated Invoice Processing
- InvoiceShelf is a comprehensive invoice management tool that automatically processes incoming invoices, extracting essential details through OCR technology. It seamlessly categorizes, sorts, and stores invoices, integrating with accounting software to streamline your financial workflows.
- Payment Tracking
- With InvoiceShelf, tracking payments becomes effortless. The system can be configured to monitor payment statuses, alerting you to overdue invoices and automatically updating records when payments are received. This ensures your accounts are always accurate and up to date.
- Duplicate Detection
- InvoiceShelf's sophisticated algorithms identify and flag duplicate invoices, preventing double payments and financial discrepancies. This feature saves you time and reduces the risk of financial errors, providing peace of mind.
Features
- Dashboard Overview
- Access a comprehensive overview of your financials with our dashboard feature. Track pending, paid, and overdue invoices at a glance, and get insights into your cash flow and financial health, helping you make informed decisions.
- Customizable Invoice Templates
- Create professional and branded invoices with ease using customizable templates. InvoiceShelf allows you to adjust layouts, add your logo, and set default payment terms to match your business’s unique needs.
- Client Management
- Organize and manage your client information in one place. Store contact details, track client-specific payment terms, and view transaction histories to enhance relationships and streamline communications.
- Automated Reminders
- Set up automated email reminders for overdue invoices, reducing the need for manual follow-ups. Customize the reminder frequency and messages to maintain professionalism and prompt payments.
- Integration with Accounting Software
- InvoiceShelf integrates with popular accounting software, enabling automatic syncing of financial data. This ensures that your accounts are always up-to-date, facilitating seamless financial reporting and analysis.
- Secure Cloud Storage
- Store your invoices securely in the cloud with InvoiceShelf. Access your financial documents from anywhere, at any time, knowing your data is protected with state-of-the-art encryption and security protocols.