
Turn client document piles
into an accurate ledger
InvHelper reads bilingual receipts, invoices, bank statements, cheques and IRD forms, classifies each one, extracts every field and links them into transactions — built for firms handling thousands of documents.
Accuracy first, not just speed
Visible confidence
Every classification shows a confidence score, the reason, and alternatives when two types are plausible.
Original beside the data
The scan sits next to the extracted fields, with the exact region highlighted, so you verify in seconds.
Built for Hong Kong
銷售單, 收據, BR certificates vs. renewal demand notes, local bank documents, Octopus, FPS, AlipayHK and WeChat Pay.
How it works
1. Upload in bulk
Drop hundreds of PDFs and photos per client company. Duplicates are caught by file content, not file name.
2. Split multi-slip scans
A page with six receipts becomes six documents. Each slip is counted first, then cropped and verified.
3. Classify
The printed title and the layout are read separately. When they disagree, the title wins and the conflict is shown to you.
4. Extract every field
Dates, invoice numbers, parties, line items, totals, payment methods and cheque details — in Chinese and English.
5. Link transactions
Quotations, invoices, delivery notes, cheques and payments are chained by number, amount and date order.
6. Review and export
Work through unclassified and unmatched queues, then export one chronological Excel ledger with the source file on every row.