3x Invoice Throughput. Numbers & Co.
Boutique accounting firm. 20 employees. 200+ small business clients. Bookkeeping team buried in manual invoice data entry — 3,000+ invoices per month at 4 minutes each. Over 200 hours of staff time consumed. Errors during reconciliation. The manual process was the ceiling.
3x
More invoices processed monthly
95%
Less manual data entry
99.5%
Data accuracy (was 96%)
40%
More clients onboarded
What Was Breaking
3,000+ invoices per month across 200+ clients. Each invoice required manual extraction of vendor names, amounts, dates, line items, and account codes. 4 minutes per invoice. 200+ hours of staff time per month. Data entry errors caused rework during reconciliation and occasional client-facing mistakes. The team was at capacity with no room to grow.
What We Installed
DocuMind installed to automate the invoice processing pipeline. Clients email or upload invoices to a central inbox. System extracts all data fields automatically, matches invoices to purchase orders, flags discrepancies, and exports structured data directly into QuickBooks and Xero. Bookkeeping team reviews a summary dashboard and intervenes only on flagged exceptions — about 5% of total volume.
“DocuMind runs our invoice processing now. The team used to dread it — now the system handles 95% automatically. We onboarded 40% more clients with the same staff. Accuracy actually went up. It paid for itself in month one. It is the backbone of our bookkeeping operation.”
Rachel Kim
Partner, Numbers & Co
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