Send a receipt or invoice to your dedicated ClarionOps inbox. We confirm who sent it, extract the data, and route it into the same approval workflow as anything uploaded directly.
Start Your Free TrialManual document processing creates bottlenecks at every stage of the accounting workflow.
Receipts forwarded by email get manually reviewed and re-entered one at a time.
An inbox isn't a workflow — there's no status tracking and no audit trail.
Data from an emailed receipt still has to be re-keyed into accounting software after someone reads it.
Forwarded emails with attachments buried inside other forwarded emails often get missed entirely.
There's no approval layer — items go straight from inbox to manual entry with no controls.
ClarionOps eliminates all of this — one workflow from submission to accounting sync, with approval controls at every step.
Every tenant gets a dedicated inbound email address. When a receipt lands, ClarionOps checks it for spam and viruses, confirms the sender is a known member of your team, and pulls attachments out of the message — including ones buried inside a forwarded email — before running them through the same extraction and approval pipeline as a manual upload.
The same work — done by the workflow, not by hand.
Emailed receipts needing manual action
Automatic ingestion and structured data extraction
Manual re-keying from email attachments
Extracted and mapped data ready for review
No visibility into processing status
The same status-tracked pipeline as a manual upload
No link between the email and the accounting entry
Original email and attachment linked to the final posted entry
Every submission moves through the same pipeline — from submission to accounting sync.
Upload a photo, forward an emailed invoice, or enter your own — like hours worked.
If it’s an image, structured data is pulled automatically — vendor, dates, amounts, line items.
A project manager may review first. Accounting always reviews before anything moves forward.
Once approved, entries map to your QuickBooks vendors and accounts and sync directly.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every document, mapping decision, approval, and rejection is logged with timestamp and user.
Nothing reaches your accounting system without passing through the defined approval workflow.
Approvers see the full submitted document — vendor, amounts, line items — before signing off. Mapping to QuickBooks happens as its own step, after approval.
The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.
Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.
The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.
Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.
Built for teams where document volume is real and bookkeeping bandwidth is limited.
Organizations where receipts and vendor documents mostly arrive by email and need an automated path into the workflow.
Teams where employees and vendors send documents by email with no centralized upload process.
Professional services firms receiving billable expense receipts by email who need them approved and posted without manual re-entry.
A full audit trail from receipt to posted entry.
Turn any receipt into structured accounting data.
Automate expenses and see where the money goes.
Built specifically for QuickBooks Online.
Match invoices to your real POs and terms.
One workflow for expenses and time.
A real second approval gate, every time.
Budget vs. actual per project, no PM platform needed.
Flagged before approval, with a link to the original.