Read the invoice. Skip the retyping.
Extract supplier details, invoice dates, line items and totals into a structured draft. Give your team a clear starting point instead of another blank entry form.
AI workflows / Built for accounting firms
Less invoice busywork.
More work done.
Taskwise turns incoming invoices into review-ready entries. Extract details, match records and catch discrepancies—with your team in control of approval.
One focused workflow. Human approval at the finish line.
FROM INBOX TO APPROVALPurpose-built, not open-ended.
Our product principles.
Less guesswork. More accountability.
Permission before action Human-led approval Exceptions made visible
01 / The workflow
Not another chat.
A path to done.
Start with a task that eats into every working day: invoice processing. Taskwise is designed to handle the preparation, so accountants can focus on the decisions.
The handoff
AI prepares. Your team approves.
An exception is a reason to pause—not a reason to guess. Keep uncertain details in review before they become entries.
Match records. Surface the exceptions.
Compare extracted details with the records you provide. Bring mismatched amounts, missing information and possible duplicates into the review queue.
Prepare the entry. Keep the final say.
Review the prepared entry alongside its source invoice. Resolve exceptions and approve the next step—without handing over control of your books.
Workflow illustration. Confirm available integrations and capabilities before connecting your firm's systems.
02 / Plans
Choose your starting point.
Review the available plans below. Match your subscription to your team's workflow and check the included limits before subscribing.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
03 / Your next move
Give repetitive work
a better ending.
Start with invoices. Build a workflow where the busywork moves forward—and the important decisions stay with you.