Assistant catalog

The Receipt Catcher

Rounds up receipts into a review queue, with the original attached.

One idea for an assistant Innovation Theory could build around the way your office already works. Someone on your team stays in charge of it.

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CAREFUL REVIEW

At a glance

Get ready first: One receipt inbox, a naming routine, approved access and your bookkeeper as the owner.

A normal Tuesday

Receipts arrive as photos, email forwards and a crumpled thing someone photographed in the truck. The assistant collects them from one agreed inbox, pulls out the date, the merchant and the amount, and lines them up for review. Blurry ones get flagged. Your bookkeeper looks at the original before anything reaches the books.

Who it fits

CAREFUL REVIEW means the work is sensitive. Access gets agreed up front, and a qualified person checks the records and every decision that matters.

Who gets it in order.

In Denver and the surrounding communities, Get It Together, Denver comes to your office and gets the records and the written steps in shape. Innovation Theory builds the assistant. Farther out? Start with Innovation Theory and talk through the technical side.

What it is set up not to do.

It is set up not to post a transaction, move money or decide how something is treated for tax.

Who checks the work

Your bookkeeper checks every entry, with your accountant where it matters.

Before any pilot starts, agree which records it may touch, try it on a small sample and make sure you know how to switch it off.

An AI assistant with a real person behind it.

We call it Managed Office Assistance. Innovation Theory builds the Receipt Catcher and looks after it. It lines up the receipts with the originals attached. Your bookkeeper checks every one before anything reaches the books.

Get It Together, Denver gets your records and procedures in order, in your office. Before the assistant touches anything, we all agree who checks its work and what it’s allowed to see.

See how it works Request a live demo

Rather talk it through?

Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.

Let’s talk Or try a free check first