Doorways Into Your Business Invoice Capture System by Doorways Into Your Business
How it works

From a PDF to an accounting-ready record

The everyday task is simple: upload → the AI reads it → your staff review → save. A person confirms every record — the AI fills the form and flags anything uncertain, but it never saves on its own.

End-to-end invoice capture workflow, from upload through AI extraction, review, and export, with audit logging throughout.
The end-to-end capture workflow, with the human review step and audit logging at every stage.

The flow, step by step

Log in

Staff sign in. The public can’t reach the app — only logged-in staff.

Upload a PDF invoice

Digital or scanned/photographed invoices both work (the AI can read scans), up to 25 MB.

AI extraction

The file is read by Anthropic’s Claude, which returns the vendor, dates, invoice number, amount, a short description, and a judgement of whether the document is actually an invoice.

Non-invoice guard

If the document is clearly not an invoice, it’s rejected — nothing is stored and no reference number is used.

Secure the file

For accepted invoices, a unique Transaction ID (YYYYMM-####) is assigned and the original PDF is moved into storage outside the public web area.

Review & complete

The operator checks the AI’s fields, resolves any “needs recheck” flags, and adds the manual accounting codes — Vendor ID, Distribution Type and Account.

Save or draft

Complete records are saved; incomplete ones can be parked as drafts and finished later. Drafts are excluded from exports.

Manage & export

Records are searchable and editable; Managers and Super Admins can download originals or delete; data exports to CSV/XLSX in your accounting system’s order.

Shared work

What the AI does, and what your staff add

The AI handles the reading; your team owns the business-specific judgement and codes. Together that’s fast and accurate.

The AI fills in

  • Vendor name
  • Plain-English description
  • Invoice & due dates
  • Document (invoice) number
  • Total amount incl. tax
  • Recheck flags for anything uncertain

Your staff add

  • Vendor ID
  • Distribution Type
  • Account code
  • Any operator notes
  • A final check of every field
  • Save, or save as a draft
Who can do what

Three roles, enforced everywhere

ActionOperatorManagerSuper Admin
Upload, AI extract, review, save✅✅✅
Save drafts✅✅✅
View / search records✅✅✅
Edit a saved record✅✅✅
Export to CSV / Excel✅✅✅
Delete a record—✅✅
Download the original PDF—✅✅
Settings (AI key, model)——✅

See it run on a real invoice

The quickest way to judge it is to watch it read one of your own invoices. Ask Paul for a short walkthrough.

Contact Paul Hughes See how it works