Forward Receipts. We Handle The Rest.

Send receipts to an email address and automate extraction and accounting entry preparation.

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The manual process breaking your workflow

Manual document processing creates bottlenecks at every stage of the accounting workflow.

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Receipts forwarded by email are manually reviewed, extracted, and entered into accounting one at a time.

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Email inboxes are not accounting systems — there is no workflow, no status tracking, and no audit trail.

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Data from emailed receipts must be manually re-keyed into accounting software after extraction.

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There is no controlled path from an emailed receipt to a posted accounting entry.

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Email-based processes have no approval layer — items move directly from inbox to manual entry with no controls.

ClarionOps eliminates all of this — one workflow from document ingestion to accounting sync, with approval controls at every step.

What changes when you automate

The same work — done by the workflow, not by hand.

Before
After

Emailed receipts requiring manual action to process

Automatic ingestion and structured data extraction

Manual re-keying of data from email attachments

Extracted and mapped accounting data ready for review

No visibility into processing status

Status-tracked approval pipeline from receipt to posted entry

No audit link between email receipt and accounting entry

Original email receipt linked to the final accounting entry

The full workflow, automated

Every document moves through the same six-stage pipeline, from ingestion to accounting sync.

01

Ingest

Documents arrive via email, upload, or system import. All formats and sources are accepted.

02

Extract

Structured data is pulled from every document — vendor, amounts, line items, and dates.

03

Normalize

Vendor names, tax totals, and line item data are standardized for accounting.

04

Map

Normalized data is matched to your accounting structure — vendors, accounts, and cost centers.

05

Approve

Entries are routed to designated approvers before any posting occurs.

06

Sync

Approved entries are posted directly to your accounting system.

Control built into every step

Automation does not remove control — it enforces it.
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Role-Based Approvals

Define who reviews what. Only authorized approvers can advance entries through the workflow.

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Full Audit Logs

Every extraction, mapping decision, approval, and rejection is logged with timestamp and user.

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Controlled Posting

Nothing reaches your accounting system without passing through the defined approval workflow.

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Review Before Sync

Approvers see the full document and mapped accounting data before any entry is posted.

Connects to your accounting system

The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.

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QuickBooks Online

Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.

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Built to Extend

The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.

Approval Before Sync

Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.

Who this workflow serves

Built for teams where document volume is real and bookkeeping bandwidth is limited.

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Email-First Teams

Organizations where receipts and vendor documents are primarily received or forwarded by email and need an automated path into the accounting workflow.

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Remote and Distributed Teams

Teams where employees and vendors send documents by email and there is no centralized upload process in place.

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Client Services Businesses

Professional services firms receiving billable expense receipts by email who need to extract, approve, and post them without manual re-entry.

Ready to automate the workflow?

Start free. No credit card required.

Try Email Ingestion