Capture
Email · WhatsApp · mobile · scan · bank · API. Whatever a business uses, the inbox takes.
Smart Inbox · the differentiator
One inbox. Every source. Every document.
Capture every receipt, invoice, email, WhatsApp document, mobile photo and scan. Classify document type, supplier, date, net and VAT automatically. Review only what needs a human.
What it does
Three jobs. One queue.
Smart Inbox isn’t a folder. It’s a workflow. Documents arrive, get classified with confidence visible on every field, and queue themselves for the right human action.
Classify
Document type, supplier, date, net, VAT, category — extracted with confidence shown on every field.
Review
A clean queue of low-confidence, missing-info, duplicate and exception items. Nothing else.
Every channel a client uses
Each client gets a personal address — across every channel.
One client forwards emails. Another sends WhatsApp photos. A third drops PDFs at the end of the week. SmartBooks gives each of them a personal address across every channel, and a single organised inbox on the firm side.
books@clientname.smartbooks.io
A direct line — photos, voice notes, forwarded receipts.
Mobile capture
Snap a receipt — straight into the books.
Integrations
Bank feeds, Stripe and Square auto-pulled, reconciled automatically.
Scan / batch
Drop a stack. The inbox splits, sorts and classifies.
Manual upload
Plain drag-and-drop when that’s easiest.
Inside a Smart Inbox row
Confidence on every extracted field.
Each row of the inbox shows where it came from, who it’s for, what it is, the confidence the system has in each extracted value, and the next step. Override anywhere — your edit feeds back into the model for that client.
- Status badgesClassified · Matched · Missing info · Exported · Rejected — at a glance.
- Confidence meterVisible percent + colour. Mint for high, amber for medium, red for low.
- Override anywhereClick any extracted field to correct. Edits feed the per-client model.
Smart Inbox
Move bookkeeping out of inboxes and into a queue.
Pilot cohorts are running through 2026. Join the waitlist or book a demo.
Running a firm? Book a 15-minute demo.