How it works

From a description to a signed-off PDF

The steps below are the designed flow. Where a step isn't wired yet, it says so, next to the step, not buried in a separate document.

  1. Describe the work, or add it directly

    Type what you did in plain English and a language model drafts the line items, through the same routing gateway scanmydocz's extraction uses. This step is still being built; today, line items are added directly, one at a time.

  2. See a live preview

    Client details, line items, tax and totals, laid out as the invoice will actually look, updating as you edit.

  3. Edit anything

    Change the client, add, remove or adjust a line item, set the tax rate. The invoice stays a draft, and fully editable, until you finalise it.

  4. Totals are computed, not written

    The subtotal, tax and total come from code running ordinary arithmetic on the amounts in the line items. A language model is never the thing doing the sum, and an automated test asserts that its output has no path into the total.

  5. Generate the PDF and send it

    The PDF renders on our server with your branding and tax settings. Sending it by email is not wired yet; today the PDF can be downloaded and sent by hand.