Automate Bookkeeping and Invoice Processing in QuickBooks.
Stop reconciling spreadsheets. Kognitos automates QuickBooks invoice creation, expense categorization, and bank reconciliation using logic your bookkeeper can understand.
Describe It in English.
It Runs Deterministically.
Overview
Ingest vendor invoices from email, extract line items using AI, match them to QuickBooks vendors and accounts, create bills, and schedule payments based on due dates and cash flow rules.
Execution Steps
Ingest and Parse Invoices
- Monitor the AP inbox for incoming vendor invoices (PDF or email)
- Extract vendor name, invoice number, line items, amounts, and due date
Match and Create Bills
- Match the vendor to the existing QuickBooks vendor record or create a new one
- Map each line item to the correct expense account and create the bill in QuickBooks
Schedule Payment
- Evaluate the due date against cash flow projections and early-payment discount terms
- Queue the payment in QuickBooks and notify the approver if the amount exceeds the auto-pay threshold
Enterprise
Use Cases
Invoice-to-Payment Automation
Automate the full cycle: receive invoice, extract data, create QuickBooks bill, and schedule payment — no manual data entry.
Expense Categorization
Automatically categorize bank transactions in QuickBooks using vendor history and transaction patterns instead of manual review.
Cash Flow Forecasting
Pull AR and AP aging from QuickBooks, project cash positions for the next 30/60/90 days, and alert the CFO to potential shortfalls.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
