Stop Chasing Clientsfor Invoices
Your clients connect their email to Gennai. Their invoices get extracted automatically by AI. You see everything from one dashboard. Export to Xero, QuickBooks, or CSV in one click.
The Invoice Collection Problem
Collecting invoices from clients is the most time-consuming part of bookkeeping. Here's what it costs your firm every month.
The Document Collection Bottleneck
You email clients requesting invoices. They forget. You follow up. They send partial files. You ask again. At 20+ clients, this admin loop consumes your most billable hours every single week.
Late Documents, Late Filings
Most clients don't send invoices proactively. Without a system that captures documents automatically, you're always behind schedule, especially around VAT deadlines and quarterly closings.
Inbox Chaos from Every Client
Screenshots from WhatsApp, forwarded email chains, shared Drive folders, and occasional actual PDFs. Every client sends invoices differently, and none of them are organized the way you need.
How Gennai Works for Accountants
Your Client Connects Their Email
Invite your client with a single link. They sign up for a free Gennai account, connect their Gmail or Outlook via secure OAuth, and you automatically get read-only access to their extracted invoice data. The client doesn't need to do anything after the initial setup.
Your Firm
Accounting Portal
Client Accepted
Gmail connected
AI Extracts Every Invoice Automatically
Once your client's email is connected, Gennai scans their inbox every hour for PDF invoices. Gemini 2.5 AI extracts supplier name, tax ID, amount, currency, date, and invoice number from each document, regardless of language or format.
Export to Your Accounting Software
From your multi-client dashboard, select any client, view their invoices, and export directly to Xero, QuickBooks, or Holded. Or download as CSV for any other system. Bulk export handles hundreds of invoices at once, with each client's data exported separately.
One Dashboard, All Your Clients
See every client's invoices, stats, and activity from a single login. Click any client to view their full invoice table and export data.
Lopez & Associates
Accounting Firm12
847
2
Startup Co
Cafe Sol
Martinez Import
TechStore
Rivera Design
LaunchPad SL
Granular Permission Levels
Your clients control exactly what you can see and do. Three permission tiers let them grant the right level of access for your role.
View Only
See all extracted invoice data. Supplier names, amounts, dates, and invoice numbers. For advisory and oversight.
- View invoice table
- See analytics dashboard
- Access from any device
View + Download
Most PopularEverything in View Only, plus download original PDF invoices. For bookkeeping and document archiving.
- Everything in View Only
- Download original PDFs
- Bulk download all invoices
View + Download + Export
Full access including export to accounting software. For accountants managing the complete AP workflow.
- Everything in View + Download
- Export to Xero / QuickBooks / Holded
- CSV & Excel export
Built for Accounting Workflows
Every feature designed for how accounting firms actually work with client invoices.
Accountant Firm Portal
Mark your organization as an accounting firm and unlock the dedicated client management portal. Invite clients with a link, manage permissions, and switch between client accounts instantly.
Two-Way Invitation Flow
Clients can invite you as their accountant, or you can invite clients to join your firm. Both flows create the same secure, permissioned access.
Read-Only by Design
Accountants cannot modify client data. You see invoices, download PDFs, and export, but the client retains full control of their organization and email connections.
Automatic Updates
No need to request invoices. Client inboxes are scanned every hour automatically. New invoices appear in your dashboard within minutes of arriving in their email.
Multi-Currency & Tax ID
Gennai extracts currency codes, tax IDs, and VAT numbers from invoices in 100+ languages. Critical data for cross-border accounting and compliance.
Export to Any Accounting Software
Push invoices to Xero as ACCPAY bills, export to QuickBooks Online, send to Holded as purchase documents, or download as CSV. Each client's invoices exported separately, keeping books clean.
Before vs After Gennai
See how Gennai transforms the invoice collection workflow for accounting firms.
Manual Collection
- Email clients requesting invoices every month
- Follow up 2-3 times per client when they forget
- Receive mixed formats: photos, PDFs, screenshots
- Manual data entry into accounting software
- Missing invoices discovered at filing deadline
With Gennai
- Client connects email once, invoices flow forever
- Zero follow-up emails needed from you
- Standardized AI-extracted data for every invoice
- One-click export to Xero, QuickBooks, or Holded
- Real-time visibility into all client invoices
Security You Can Trust
Data Security
- AES-256-GCM token encryption at rest
- OAuth 2.0 (no passwords stored)
- Read-only email scope (Mail.Read)
- Enterprise infrastructure (Vercel + PostgreSQL)
Client Control
- Clients can revoke your access anytime
- Permission level set by account owner
- No cross-client data access possible
- Full audit trail for all actions
