Upload or forward receipts. ClarionOps extracts and prepares structured accounting data.
See DemoManual document processing creates bottlenecks at every stage of the accounting workflow.
Receipts arrive in multiple formats — paper, photos, and email PDFs — with no single ingestion point.
Manually extracting vendor name, amount, date, and tax from each receipt is error-prone and slow.
Extracted data is still unstructured for accounting and requires manual account coding before it can be posted.
Receipts are frequently lost between the point of collection and the point of posting, creating gaps in expense records.
There is no controlled path from a receipt to a posted accounting entry.
ClarionOps eliminates all of this — one workflow from document ingestion to accounting sync, with approval controls at every step.
The same work — done by the workflow, not by hand.
Unstructured receipt files from multiple sources
Extracted vendor, amount, tax, and line-item data
Manual account coding per receipt
Automatic mapping to your chart of accounts
Lost or delayed document posting
Receipts routed immediately into the approval workflow
No linkage between receipt and accounting entry
Every receipt traceable from original file to posted transaction
Every document moves through the same six-stage pipeline, from ingestion to accounting sync.
Documents arrive via email, upload, or system import. All formats and sources are accepted.
Structured data is pulled from every document — vendor, amounts, line items, and dates.
Vendor names, tax totals, and line item data are standardized for accounting.
Normalized data is matched to your accounting structure — vendors, accounts, and cost centers.
Entries are routed to designated approvers before any posting occurs.
Approved entries are posted directly to your accounting system.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every extraction, 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 document and mapped accounting data before any entry is posted.
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.
Teams collecting receipts in the field who need a fast, reliable way to get documents into the accounting workflow without manual data re-entry.
Businesses processing large numbers of receipts weekly who need automated extraction to keep pace without increasing bookkeeping hours.
Companies with receipts coming in from multiple sites or departments who need a centralized processing workflow with consistent output.