Connect a client's mailbox or hand them a one-tap capture link. Smart Intake gathers the documents, names and tags them, and files them into the client's own SharePoint, OneDrive or Google Drive. No new inbox to police, no data held hostage.
Smart Intake replaces the Dext and Hubdoc routine with one pipeline that sits quietly in front of the ledger.
A client signs in once to Microsoft 365 (Gmail on the way) or receives a capture link for their phone. No app to install, no password to share.
New mail is polled every few minutes. Attachments, HTML-only invoices (rendered to PDF offline), and linked documents are fetched safely. Private or personal mail is dropped on sight and never read.
Each document is classified, named YYYY-MM-DD Supplier Type Total, tagged, and delivered into the client's folder structure with a JSON sidecar of extracted fields for the bookkeeper's tools.
Every front door lands in the same queue, so a photographed fuel receipt is treated exactly like an emailed supplier invoice.
Microsoft 365 via Microsoft Graph, consented by the client with a device code. Gmail is built and waiting on Google's app verification.
A per-client, unguessable link. The client opens it on their phone, taps once, and the photo is filed. Revoke it any time from the console.
Bookkeeping firms on MyAgentive drive Smart Intake from their AI Employee: invite a client, list what came in, work the review queue, all through the agent API.
Tiers follow AI usage, not document counts. Start on rules only and step up when a client's paperwork needs it.
Rules-only pipeline, no AI. Attachments, rendered mail and links collected, named and filed by your rules.
Adds OCR for photographed receipts and AI classification when the rules are unsure, on a daily budget.
Full field extraction (supplier, date, totals, tax) on every document, larger AI budget, richer sidecars.
Seven-year encrypted archive under a key only the client holds, with optional split-control recovery.
Indicative launch pricing in AUD, excluding GST. Bookkeeping practices get volume pricing across their client list; ask us. Included at no charge with MyAgentive plans.
Runs in AWS Sydney. Documents pass through, they are not stored, unless a client turns on the archive.
Everything lands in the client's own SharePoint, OneDrive or Drive. Leave any time and keep it all.
Private senders, personal domains and "XX" labelled mail are dropped before anything is read.
A console for the intake queue, capture links per client, and an API for your AI Employee.