An accounting firm's clients were losing hours every month just gathering invoices, chasing the ones that never arrived and tracking who had submitted what. Klevie built a white-label platform that reads an invoice the moment it is uploaded.
For the firm, the recurring pain was chasing. Invoices were registered but never sent, so the firm was forever asking clients for documents they could not find.
On the client side, whoever handled finance lost hours to a disorganised pile: working out whose invoice this was, where a given one had gone, whether the period was even fully accounted for. Two people together were losing around 30 hours a month to this.
Missing invoices are not a small problem in accounting. They put filing deadlines at risk and leave the books out of date.
Around 30 hours a month lost between two people, every month
Invoices registered on one side and never sent to the other
No way to see who had submitted what, or what was still outstanding
Documents lost in email threads and paper piles
Filing deadlines at risk because the books were never fully current
A person adds an invoice by uploading the PDF or simply photographing it. The platform reads the invoice, handles the data, and stores every one on a server. At any point the firm can export a spreadsheet with all the invoices and their data, including who uploaded what.
It was built white label, so the firm offers it to its own clients under its own brand. It follows the extraction approach in document data extraction with AI, inside the wider pattern in AI systems for business operations. There is a demo of the flow at demo.klevie.com.
Whoever holds the invoice adds it in seconds, from a desk or from a phone.
The data comes off the document automatically instead of being retyped.
Every invoice sits on a server rather than in an inbox or on a desk.
The scattered who-sent-what question becomes a clean, queryable record.
The firm pulls all invoices and their data whenever it needs them.
Each of the firm's clients goes live the same clean way, which is what turned adoption from a hope into a process.
Data protection was the first objection, and it was answered in the architecture: each of the firm's clients gets its own separate, physically isolated database rather than sharing tables behind a filter, with data encrypted in transit and at rest and each client's data encrypted with its own key. A compromise of one key reaches only that client. It is the isolation model finance and healthcare typically require.
The platform does the collecting, the reading and the organising, and the firm keeps control of the accounting itself and of any judgment about what the data means. The system removes the manual gathering; the accountant does the accounting.
The platform reads each invoice on upload, stores it and keeps a queryable record of who submitted what.
The firm does the accounting and decides what the data means.
