Inventory & QuickBooks Automation

Running system that scans supplier invoices, extracts inventory line items with quantities and costs, calculates margins, and feeds QuickBooks bills and customer invoices.

The problem

Inventory data entry from supplier invoices is slow, error-prone, and disconnected from accounting.

How it works

1. Supplier invoices and bills scanned
2. Inventory line items extracted with quantities and costs
3. Profit margins calculated automatically
4. Records reviewed before any QuickBooks update
5. QuickBooks bills and customer invoices updated

Benefits

• Invoice scanning populates inventory records without manual entry
• Automatic profit margin calculation per item from cost and sell price
• QuickBooks bills and customer invoices kept aligned with inventory
• Audit trail links every inventory entry back to its source document

Connected systems

QuickBooks

Human review

Extracted data is reviewed by staff before any QuickBooks update.

Estimated hours saved per week: 10–24