SkipEntry

Introduction to SkipEntry

SkipEntry is an AI-powered software solution designed specifically for bookkeepers and accountants to extract structured data from PDF invoices. It eliminates the need for manual data entry, template configuration, or vendor-specific training by using adaptive AI models that handle diverse invoice formats, layouts, and quality levels—including scanned documents. The platform supports professionals managing multiple clients and industries, including real estate, healthcare, legal, construction, and restaurants.

Unlike generic OCR tools, SkipEntry is purpose-built for accounting workflows. It integrates directly with common financial platforms and emphasizes accuracy verification, usability, and scalability for service-based accounting practices.

Key Takeaways

• Extracts vendor name, dates, amounts, line items, subtotal, tax, and total from any PDF invoice—digital or scanned—without templates or upfront configuration
• Features side-by-side review: original PDF displayed alongside extracted data for rapid validation and correction
• Includes math validation to automatically verify that line items sum to subtotal and subtotal plus tax equals total; discrepancies are flagged for review
• Supports export to QuickBooks Online, Xero, CSV, Excel, and JSON in platform-ready formats—no reformatting required
• Implements vendor auto-learning: accuracy improves over time as users confirm extractions for recurring vendors
• Handles poor-quality scans, rotated pages, and inconsistent layouts using AI vision capabilities
• Offers client workspaces to organize invoices by business, supporting multi-client bookkeeping practices
• Provides a free tier of 100 pages with no credit card required

How SkipEntry Works

The workflow consists of three primary steps. First, users upload PDF invoices via drag-and-drop—either individually or in batches of up to 50+ files. These may include native PDFs or scanned documents of varying quality. Second, SkipEntry’s AI processes each document to extract structured fields such as vendor information, invoice date, due date, line items, monetary values, and totals. Users review the results in a split-screen interface: the original PDF appears on the left, and the extracted data table on the right. Any field can be edited with a single click, and keyboard shortcuts support efficient corrections. Third, users export the validated data in their preferred format—CSV, Excel, JSON, or import-ready files for QuickBooks Online or Xero.

The system continuously refines its performance through implicit learning: each confirmed extraction trains the model on that vendor’s formatting conventions, improving future accuracy without manual intervention. Scanned documents are processed using computer vision techniques capable of interpreting text orientation, contrast, and layout distortion.

Core Benefits and Applications

SkipEntry reduces the time required to process 100 invoices from 4–8 hours manually to approximately 10 minutes. Its <1% error rate—enforced by mathematical validation—lowers reconciliation effort and audit risk compared to manual entry (2–5% error rate). For bookkeepers serving multiple clients, client workspaces enable separation of invoices by business, while vendor auto-learning minimizes setup overhead when onboarding new vendors.

The platform is particularly valuable in scenarios involving heterogeneous invoice sources (e.g., suppliers using varied templates), legacy scanned documents, or high-volume AP processing. Pricing is based on monthly page volume: Starter ($49/month, 200 pages), Professional ($149/month, 1,000 pages), and Agency ($349/month, 5,000 pages), with overage at $0.35 per page. A free 100-page trial allows evaluation using real invoices before subscription.