Harold
AI document automation tool that extracts, validates, and imports invoice data into ERPs.
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Harold āĻā§?
Harold is an AI-powered document automation tool designed to extract, validate, and fix data from documents like invoices, receipts, purchase orders, and statements before they enter downstream business systems. Unlike standard OCR tools that only extract text, Harold features a validation step with an advanced rules engine that recalculates totals, catches VAT mismatches, maps supplier aliases to internal IDs, and validates line items. The clean, import-ready data can then be seamlessly exported to various accounting platforms, legacy or new ERPs (such as Sage, WinMan, Pegasus, and Syspro), or automated workflows via Zapier.
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- AI-powered document extraction (invoices, receipts, POs, statements)
- Advanced rules engine for automated validation and custom conditional logic
- Supplier mapping to match supplier aliases with internal IDs
- Line item validation (quantities, unit prices, and line totals validation)
- Flexible export templates for legacy and new ERPs, CSV, Excel, JSON, and Webhooks
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Upload or email documents directly to your unique Harold inbox. The AI extracts headers, totals, line items, and references. It automatically runs validation checks and flags errors (e.g., VAT or total mismatches). Once verified, you can approve and export the clean data as CSV, Excel, or directly to your ERP/Zapier.
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- Automating invoice validation for accountants to stop manual data entry errors into Xero or QuickBooks.
- Processing purchase orders for operations teams by automating line item extraction and ERP routing.
- Helping SMEs convert messy email invoices into structured, clean data for export to Google Sheets, CSV, or Zapier.
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