AI for accountants, BPOs and small firms

Close the month in 1 hour, not 3 days.

Upload invoices, receipts, bills and payment proofs — DocuParse reads them with AI, matches them to your bank statement and hands you a spreadsheet ready to close the month.

No credit card required. Cancel anytime.
Before — client mess
invoice.pdf
payment-slip.pdf
pix-receipt.jpg
grocery-receipt.png
After — clean spreadsheet
TypeVendorTax IDDateDue dateAmountConf.Status
InvoiceSunrise BakeryEIN 12-345678906/01$ 1,250.0098%OK
BillPacific Energy Co.EIN 55-111222306/0206/10$ 487.3096%OK
PaymentJohn SmithSSN •••-••-123406/03$ 250.0099%OK
ReceiptCity SupermarketEIN 33-444555206/04$ 184.9092%Rev.

Drag a document here

PDF, JPG or PNG

No credit card required. Cancel anytime.

Your client sends the mess. Your team pays the price.

  • Documents arrive over WhatsApp, email and loose attachments.
  • Crooked photos, mixed PDFs, unstructured receipts and confusing proofs of payment.
  • The team wastes time copying date, amount, vendor and due date.
  • Monthly close gets delayed by manual sorting.
  • Reviewing turns into rework.

How it works

From your client's mess to a clean spreadsheet.

01

Receive or send documents

Upload manually or forward documents to a dedicated email address.

02

AI reads and structures the data

We extract fields like vendor, amount, date, due date, tax ID, description and document type.

03

Review low-confidence fields

Each field has a confidence score so review is fast.

04

Export to your workflow

Download CSV, sync to Google Sheets, or push via API/webhooks.

Automatic bank reconciliation

Match your bank statement to your documents in seconds.

Import OFX or CSV from any bank. DocuParse pairs each transaction with the correct invoice, bill or receipt by amount and date — and shows what's still pending.

  • Imports OFX and CSV from any bank
  • Auto-matches by amount (±0.01) and date (±3 days)
  • Manual override in one click for edge cases
  • Exports the result to CSV and Excel
extrato.ofx → reconciliation
DateDescriptionAmountDocumentStatus
02/06PIX Padaria Pão Quente-1.250,00NF 1042Auto
03/06TED Energia Cia-487,30Boleto 887Auto
04/06PIX João da Silva-250,00Recibo 09Auto
05/06DEB Supermercado SP-184,90Pending

Examples

See what the AI can organize.

Invoice PDF

documentspreadsheet row
  • Vendor
  • Tax ID
  • Amount
  • Date

Receipt

documentspreadsheet row
  • Vendor
  • Amount
  • Date

Pix receipt

documentspreadsheet row
  • Vendor
  • Amount
  • Date

Boleto

documentspreadsheet row
  • Vendor
  • Amount
  • Due date

Bill

documentspreadsheet row
  • Vendor
  • Amount
  • Due date

Scanned document

documentspreadsheet row
  • Auto-detected fields

Phone photo

documentspreadsheet row
  • Auto-detected fields

Features

Everything your firm needs to cut documentation rework.

Reads invoices, receipts and payment proofs

Photos, scans and PDFs in any layout.

Boletos, invoices and Pix receipts

We identify due date, amount, beneficiary and barcode line.

Manual upload or email intake

Each mailbox has its own unique forwarding address.

Export to CSV and Google Sheets

Spreadsheet ready to paste into your close workflow.

API and webhooks

Push data to your ERP, RPA or internal system.

Per-field confidence score

Guided review on the fields that are least certain.

History with original file + extracted data

Every extraction sits side-by-side with the source PDF/image.

Configurable retention

Decide how long we keep documents.

One-click document deletion

Remove file, preview and data in seconds.

LGPD, encryption and privacy

Encryption in transit and at rest, no public links.

Not another accounting system. It's the robot that organizes incoming documents.

DocuParse doesn't try to replace your accountant, ERP or accounting platform. It solves the step that drives the most rework: turning messy documents into organized data for review.

  • No need to replace your current system.
  • Works with CSV and Google Sheets.
  • Can feed internal flows via API or webhook.
  • Helps your team review faster, without promising automatic tax validation.

Pricing

Plans by document volume.

Start free. Scale as your client base grows.

Free

R$ 0/ mo

30 documents/month

  • Manual upload
  • CSV export
  • Basic support

Solo

R$ 29,90/ mo

100 documents/month

Pay in up to 12 installments on credit card.

  • Manual upload
  • CSV and Google Sheets
  • Document history
  • Confidence score

Plus

R$ 197/ mo

1,000 documents/month

Pay in up to 12 installments on credit card.

  • Everything in Solo
  • CSV and Excel export
  • Phone capture (QR code)
  • Email support
Most popular

Office

R$ 297/ mo

1,500 documents/month

Pay in up to 12 installments on credit card.

  • Dedicated intake email
  • Google Sheets
  • Custom fields
  • Multiple clients
  • Priority support

Pro

R$ 697/ mo

5,000 documents/month

Pay in up to 12 installments on credit card.

  • API and webhooks
  • Multiple users
  • Custom schemas
  • Priority support
  • Assisted onboarding

Extra documents: $0.03 per additional document.

Need more volume? Contact us.

Security

Sensitive documents need serious security.

Your documents are processed with privacy, control and LGPD in mind.

Encryption in transit and at rest

Private files, no public links

Documents are not used to train models

Configurable retention

Manual deletion

Privacy policy in Portuguese

⚠️ DocuParse organizes and extracts data for review. Accounting, fiscal and tax validation remain the responsibility of a qualified professional.

Frequently asked questions

Does DocuParse replace my accounting system?

No. It organizes and extracts data from documents so you can review and export them faster.

Does it work with WhatsApp documents?

Yes, as long as the document is saved and sent via upload or email. Direct WhatsApp integration may come later.

Does it work with Brazilian fiscal invoices?

Yes — it reads PDF invoices, DANFEs, NFS-e PDFs and similar documents. Fiscal validation stays with the responsible professional.

Does it export to Domínio, Alterdata, Omie, Conta Azul or Nibo?

Today it exports CSV, Google Sheets, JSON, API and webhooks. Files can be adapted to the firm's workflow.

Are documents used to train AI?

No.

Can I delete documents?

Yes.

Is it LGPD-compliant?

Yes — privacy policy, configurable retention and data deletion are included.

Stop hunting for documents during monthly close.

Test DocuParse with real documents and see the organized spreadsheet in minutes.

No credit card required. Cancel anytime.