Invoice data extraction for fractional CFOs

What slows you down

• Each client's books arrive late or half-entered, so cash calls rest on stale numbers.
• Upcoming payables are buried in the owner's inbox.
• You were hired to advise, and the first two days of every month go to data entry.

How InvoiceJet helps

One address, a tag per client

Each client forwards to bills-xxxx+client@in.invoicejet.ai, so their bills file under them. Filters and exports work by tag.

Payables you can see

Due dates come off every invoice and overdue bills are tracked, which gives you the payment timing for a 13-week cash view.

Numbers that hold up

When an owner asks where a figure came from, the field shows the text it was read from on the original invoice.

How it works for you

1. 1

   Set up each client once

   Have the client's office manager add an inbox rule forwarding bills to their tagged address.

2. 2

   Review weekly per client

   Filter by client tag and clear flagged fields. The Monday email covers every client, and you filter by tag in the app.

3. 3

   Hand off clean data

   Export per client in the QuickBooks or Xero bill import layout for whoever keeps the books.