Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
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Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
The full-stack document intake, AI extraction, matching, reconciliation, and approval platform.
Total Automation handles the complete lifecycle from receipt capture to GL posting — with AI-powered supplier matching, expense categorization, and bank reconciliation. Built for South African businesses that want to eliminate manual data capture.
From capture to publishing, every step is automated with AI. No manual data entry, no lost receipts, no mismatched suppliers.
Email, WhatsApp, mobile app, or manual upload. AI classifies document type at intake — receipt, invoice, or bill.
Gemini Vision OCR extracts vendor, amount, date, line items, and tax with per-line GL categorization.
Semantic pgvector matching finds the right supplier — even with name variations. Vendor learning loop improves over time.
Multi-level approval chains with delegation, SLA tracking, and auto-approval for high-confidence extractions.
Post to Xero, QuickBooks, Sage, or internal GL. Batch publishing with auditor export packages.
Semantic AI matching, multi-channel intake, bank reconciliation, and approval workflows — all in one platform.
pgvector embeddings find "Shell SA" when you type "Shell South Africa". Goes beyond fuzzy string matching used by Dext and ClerkIQ.
Receipts and invoices captured via WhatsApp with full pipeline integration — document detection, AI extraction, duplicate detection.
PO → GRN → Bill chain for procurement-focused reconciliation. Catches discrepancies before payment.
Z-score statistical analysis flags outlier expenses by amount, category, vendor, and timing. Catch fraud early.
Sequential (standard/strict) approval chains with delegation, date ranges, SLA tracking, and escalation.
Stitch API for SA bank feeds, plus OFX/QIF/MT940 and CSV parsers. Auto-matching with confidence scoring.
After 3 confirmations, mappings promote to deterministic rules — bypassing AI entirely for known vendors.
Policy rules checked at capture time. Per-diem, mileage, multi-currency with FX gain/loss tracking.
Complete audit trail with collaborative editing locks, viewer presence, and exportable auditor packages.
Feature parity with leading commercial expense management platforms — with several areas where we exceed the market.
| Feature | TotalAccess TotalAccess | Dext | Xero Expenses | ClerkIQ |
|---|---|---|---|---|
| Intake & Capture | ||||
| Email intake | ||||
| WhatsApp intake | ||||
| Mobile capture app | ||||
| AI document type classification | ||||
| AI Extraction | ||||
| Gemini Vision OCR | ||||
| Per-line GL categorization | ||||
| Duplicate detection (exact + semantic) | ||||
| Multi-provider AI abstraction | N/A | N/A | N/A | |
| Supplier Matching | ||||
| Semantic matching (pgvector) | ||||
| Vendor learning loop | ||||
| Deterministic rule promotion | ||||
| Bank Reconciliation | ||||
| Bank feed import (Stitch/OFX/CSV) | ||||
| SA bank format auto-detection | ||||
| Three-way match (PO → GRN → Bill) | ||||
| Approvals & Workflow | ||||
| Multi-level approval chains | ||||
| Delegation with date ranges | ||||
| SLA tracking + escalation | ||||
| Routing conditions (cost centre, project) | ||||
| Publishing | ||||
| Xero publish adapter | N/A | |||
| QuickBooks/Sage adapter | N/A | |||
| Batch publishing | ||||
Production-ready architecture with AI at its core, designed for scale and reliability.
Four intake channels, one unified pipeline. Every document — quote, invoice, receipt, or bill — goes through the same AI extraction, matching, and approval flow.
Dedicated intake email addresses. Forward receipts and invoices from any device — the system automatically detects, extracts, and processes documents.
Send a photo of your receipt or supplier invoice via WhatsApp. Full pipeline integration with document detection, AI extraction, and duplicate detection.
Native Capacitor app for iOS and Android. Capture receipts on the go with automatic edge detection and perspective correction.
Drag-and-drop interface for bulk document uploads. Supports PDF, JPG, PNG, and common image formats with batch processing. CSV import for bank statements and opening balances.
Every correction makes the system smarter. After 3 confirmations, vendor mappings become deterministic rules.
If vendor has been confirmed ≥3 times, return immediately — no AI call needed. This is the fastest path for known vendors.
pgvector cosine similarity search on vendor name embeddings. If similarity ≥0.92, skip AI entirely and return the semantic match.
Gemini 2.5 Flash with few-shot examples from vendor memory. Falls back to AI when semantic search confidence is below threshold.
SQL LIKE matching with token-based fuzzy logic. Ensures a result is always returned, even if AI services are unavailable.
“The semantic supplier matching is a game-changer. It finds the right vendor even when the receipt says "Shell SA" and our ledger has "Shell South Africa". No more manual matching.”
“WhatsApp intake means our field workers just snap a photo and send it. The AI handles the rest — extraction, supplier matching, even policy compliance checks.”
“The three-way match (PO → GRN → Bill) caught R47,000 in duplicate invoices in the first month. The bank reconciliation with Stitch API saves us hours every week.”
Start your free trial today. No setup fees, no credit card required. From receipt to ledger — see how much time your finance team can save with AI-powered document automation.
Every module shares data seamlessly. Pick another product to see how it fits.
Accounting, VAT & Reporting
HR, Payroll & People Ops
Time, Clocking & Labour Cost
Jobs, Field Service & Projects
AI Finance, Docs & Workflow
The full-stack document intake, AI extraction, matching, reconciliation, and approval platform.
Total Automation handles the complete lifecycle from receipt capture to GL posting — with AI-powered supplier matching, expense categorization, and bank reconciliation. Built for South African businesses that want to eliminate manual data capture.
From capture to publishing, every step is automated with AI. No manual data entry, no lost receipts, no mismatched suppliers.
Email, WhatsApp, mobile app, or manual upload. AI classifies document type at intake — receipt, invoice, or bill.
Gemini Vision OCR extracts vendor, amount, date, line items, and tax with per-line GL categorization.
Semantic pgvector matching finds the right supplier — even with name variations. Vendor learning loop improves over time.
Multi-level approval chains with delegation, SLA tracking, and auto-approval for high-confidence extractions.
Post to Xero, QuickBooks, Sage, or internal GL. Batch publishing with auditor export packages.
Semantic AI matching, multi-channel intake, bank reconciliation, and approval workflows — all in one platform.
pgvector embeddings find "Shell SA" when you type "Shell South Africa". Goes beyond fuzzy string matching used by Dext and ClerkIQ.
Receipts and invoices captured via WhatsApp with full pipeline integration — document detection, AI extraction, duplicate detection.
PO → GRN → Bill chain for procurement-focused reconciliation. Catches discrepancies before payment.
Z-score statistical analysis flags outlier expenses by amount, category, vendor, and timing. Catch fraud early.
Sequential (standard/strict) approval chains with delegation, date ranges, SLA tracking, and escalation.
Stitch API for SA bank feeds, plus OFX/QIF/MT940 and CSV parsers. Auto-matching with confidence scoring.
After 3 confirmations, mappings promote to deterministic rules — bypassing AI entirely for known vendors.
Policy rules checked at capture time. Per-diem, mileage, multi-currency with FX gain/loss tracking.
Complete audit trail with collaborative editing locks, viewer presence, and exportable auditor packages.
Feature parity with leading commercial expense management platforms — with several areas where we exceed the market.
| Feature | TotalAccess TotalAccess | Dext | Xero Expenses | ClerkIQ |
|---|---|---|---|---|
| Intake & Capture | ||||
| Email intake | ||||
| WhatsApp intake | ||||
| Mobile capture app | ||||
| AI document type classification | ||||
| AI Extraction | ||||
| Gemini Vision OCR | ||||
| Per-line GL categorization | ||||
| Duplicate detection (exact + semantic) | ||||
| Multi-provider AI abstraction | N/A | N/A | N/A | |
| Supplier Matching | ||||
| Semantic matching (pgvector) | ||||
| Vendor learning loop | ||||
| Deterministic rule promotion | ||||
| Bank Reconciliation | ||||
| Bank feed import (Stitch/OFX/CSV) | ||||
| SA bank format auto-detection | ||||
| Three-way match (PO → GRN → Bill) | ||||
| Approvals & Workflow | ||||
| Multi-level approval chains | ||||
| Delegation with date ranges | ||||
| SLA tracking + escalation | ||||
| Routing conditions (cost centre, project) | ||||
| Publishing | ||||
| Xero publish adapter | N/A | |||
| QuickBooks/Sage adapter | N/A | |||
| Batch publishing | ||||
Production-ready architecture with AI at its core, designed for scale and reliability.
Four intake channels, one unified pipeline. Every document — quote, invoice, receipt, or bill — goes through the same AI extraction, matching, and approval flow.
Dedicated intake email addresses. Forward receipts and invoices from any device — the system automatically detects, extracts, and processes documents.
Send a photo of your receipt or supplier invoice via WhatsApp. Full pipeline integration with document detection, AI extraction, and duplicate detection.
Native Capacitor app for iOS and Android. Capture receipts on the go with automatic edge detection and perspective correction.
Drag-and-drop interface for bulk document uploads. Supports PDF, JPG, PNG, and common image formats with batch processing. CSV import for bank statements and opening balances.
Every correction makes the system smarter. After 3 confirmations, vendor mappings become deterministic rules.
If vendor has been confirmed ≥3 times, return immediately — no AI call needed. This is the fastest path for known vendors.
pgvector cosine similarity search on vendor name embeddings. If similarity ≥0.92, skip AI entirely and return the semantic match.
Gemini 2.5 Flash with few-shot examples from vendor memory. Falls back to AI when semantic search confidence is below threshold.
SQL LIKE matching with token-based fuzzy logic. Ensures a result is always returned, even if AI services are unavailable.
“The semantic supplier matching is a game-changer. It finds the right vendor even when the receipt says "Shell SA" and our ledger has "Shell South Africa". No more manual matching.”
“WhatsApp intake means our field workers just snap a photo and send it. The AI handles the rest — extraction, supplier matching, even policy compliance checks.”
“The three-way match (PO → GRN → Bill) caught R47,000 in duplicate invoices in the first month. The bank reconciliation with Stitch API saves us hours every week.”
Start your free trial today. No setup fees, no credit card required. From receipt to ledger — see how much time your finance team can save with AI-powered document automation.
Every module shares data seamlessly. Pick another product to see how it fits.
Accounting, VAT & Reporting
HR, Payroll & People Ops
Time, Clocking & Labour Cost
Jobs, Field Service & Projects
AI Finance, Docs & Workflow