Drop your documents, get records in the right modules.
Accounting · Bookkeeping · Back office
A bookkeeper's day goes into opening documents and moving data by hand. Hand Document Assistant ten documents at once: it sorts each one by type and content, then splits a single invoice into ledger, expense and customer records across the right modules. If anything is a duplicate or looks doubtful, it says so before writing — the last word is yours.
No opening files and moving data by hand. However a document arrives, it enters the same flow: sorted, split across the right modules, and written nowhere until you approve.
Scan the invoice in your hand and it enters the same flow. In the field or at the till, with no trip back to a desk.
01Drop ten documents into the window at once. They are read together and collect into a single preview.
02MindCro Bridge watches folders on your computer and folders your cloud drive syncs. The moment a document lands, the records are prepared.
03Every row that comes out collects into one preview. Duplicates are skipped and anything uncertain is flagged. If a cell is wrong you click and fix it.
| Record | Status |
|---|---|
| Ledger NovaTech Inc. · $45,000 | ready |
| Expenses Office rent · $12,000 | ready |
| Customers BioGen Ltd. | new company |
| Invoices INV-2026-0142 | duplicate · skipped |
| Income Payment · amount unreadable | please check |
No menus to hunt through, no forms to fill in. Just say it — the assistant prepares, you approve.
"Sort these 10 documents and show me what goes to which module."
"If a company is new, add it to the customers module."
"From now on, prepare the invoices that land in this folder."
A single invoice does not land in one place: the ledger entry goes to your accounts, the expense line to expenses, a company seen for the first time to customers. Working out which row belongs where is not your job any more.
Hand over ten documents at once; they are read together and every row that comes out collects into a single preview. If a cell is wrong you click and fix it, and the rest passes through as-is.
The same document arriving twice is recognized and skipped. Rows that could not be read or could not be trusted are flagged, and nothing you have not approved reaches a module.
PDF, Word, Excel/CSV and plain text. Invoice, receipt, contract, statement — it works out the type from the content itself. Accuracy can drop on scanned documents with no text layer.
No. There are two separate approval points: first you allow the document to be read, then you allow the resulting records to be written. No row you have not approved reaches a module.
It is recognized from its content and not processed again. The same record is not created twice, and the preview tells you it was skipped.
MindCro Bridge runs in the background on your computer and watches the folders you pick. Folders your cloud drive syncs to the machine can be watched the same way. When a new document lands, the assistant prepares the records and waits for your approval.
No. The document is read on your own machine, and only the text extracted from it goes to the AI — never the raw file. If you also run Synthesis Wall, the sensitive fields in that text are additionally kept inside your perimeter.
They all run in the same workspace — you can add another whenever you like.
In a 15-minute demo we'll set this assistant up live on your own processes.