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Planned
Full use of Booksmate from within ChatGPT and Claude
Right now Booksmate supports email plugins but not web plugins. This will only be built if there is significant customer demand :)
Planned
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This helps us to prioritise features for you. Thanks! p.s if you REALLY want a feature, please leave a comment 👍
Web based interface for management and approval of invoices/reciepts
“Booksmate Cloud”, this is a web interface rather than a desktop application where you can. Manage all your documents Review OCR data extraction, make adjustments Approve/delete Queue for auto-export to your accounting software of choice. If you’d prefer this to be in the desktop app, please comment below! It can be in Web or Desktop for this.
Planned
Export to Quickbooks Feature
This is the process of auto extracting the invoice/receipt information and once approved auto-exporting the transaction to Xero accounting software, with the appropriate “account”, VAT, etc selected and the document attached.
Completed
Export to Xero Feature
This is the process of auto extracting the invoice/receipt information and once approved auto-exporting the transaction to Xero accounting software, with the appropriate “account”, VAT, etc selected and the document attached.