Best AP Automation for
Accounting Firms
Stop hunting for invoices across 40+ client inboxes. Tailride automatically collects, parses, and organises every invoice - so your firm can focus on advisory work, not admin.
The Problem
The invoice hunt is costing your firm real money
For accounting firms managing dozens of clients, invoice collection is the biggest time sink - and the least billable. Tailride eliminates it entirely.
Fragmented Inboxes
Invoices arrive in 6 different client inboxes, forwarded to 3 shared mailboxes, with half of them inline in the email body - not even attached as a PDF.
Quarter-End Backlog
New clients come onboard mid-year with months of unprocessed invoices. Manual catch-up takes days. Tailride retroactively scans your entire email history in minutes.
Portal Hell
Amazon Business, Adobe, Meta Ads, and 20+ other platforms do not email invoices anymore. Your team logs in manually to download them one by one.
Reconciliation Gaps
Bank statements do not match. Transactions sit unmatched for weeks because invoices were never collected. Month-end close drags on.
Retroactive Invoice Scanning Software
When you onboard a new client, you should not start from zero. Tailride connects to their inbox and scans backwards - retrieving every invoice for any time period automatically. No manual uploads. No chasing. Just a clean, complete history from day one.
- ✓Choose any custom date range - this month, this year, or a specific quarter
- ✓Scans Gmail, Outlook, and all IMAP-compatible email providers
- ✓Extracts from PDF attachments and inline email content
- ✓Processes hundreds of historical invoices in minutes, not days
- ✓All invoices are immediately available for bank reconciliation across any date range
Automated Invoice Processing for Multi-Entity Companies
Managing 10, 20, or 40+ client entities from a single dashboard is not a nice-to-have - it is a necessity. Tailride is built for accounting firms that need centralised control without centralised chaos.
- ✓Single master dashboard for all client accounts with real-time status
- ✓Chrome extension auto-downloads from Amazon Business, Meta Ads, Adobe, and 20+ portals
- ✓Flexible license management - reassign seats between clients as needed
- ✓Volume pricing with consolidated billing (you invoice your clients your way)
- ✓Entity-level exports to QuickBooks, Xero, and Google Sheets with controlled handoff
Explore related workflows: retroactive scanning, bank reconciliation, Amazon Business, Adobe, Meta Ads, QuickBooks, Xero.
“Managing 40+ client accounts meant constant back-and-forth asking for missing invoices. Tailride eliminated that entirely - now we see everything in real-time.”
“Our clients love how seamless this is. No more forwarding emails or chasing down receipts. Tailride just works in the background and delivers exactly what we need.”
Bulk Invoice Management for Faster AP Cycles
Accounting teams should not approve and process invoices one-by-one. Tailride gives firms a dedicated bulk invoice management workspace to review, approve, and process large invoice queues across client entities in minutes.
- ✓Approve hundreds of invoices in bulk with shared approval rules
- ✓Run batch processing workflows by client, vendor, status, or period
- ✓Apply coding updates and tax treatments across multiple invoices at once
- ✓Track bulk job status in real time with exception-first review queues
- ✓Export only after approvals are complete, keeping downstream books clean
Extract Data From Email Body OCR
A growing number of vendors - SaaS companies, marketplaces, utilities - send invoices embedded directly in the email body as HTML or plain text, with no PDF attachment. Most tools miss these entirely. Tailride reads them.
- ✓OCR engine parses structured invoice data from HTML email bodies
- ✓Handles inline receipts from Stripe, PayPal, Shopify, and other platforms
- ✓Extracts vendor, amount, date, tax, and line items - even without a PDF
- ✓Works alongside Outlook and Gmail native integrations
Competitive Analysis
Tailride vs Hubdoc vs Dext
See why accounting firms switching from Hubdoc and Dext choose Tailride for retroactive scanning and email body extraction.
| Feature | Hubdoc | Dext | Tailride ✦ |
|---|---|---|---|
| Retroactive email scan (any date range) | ✗ Not available | △ Up to 7 days pre-connection | ✓ Any date range, no limit |
| Email body OCR (inline invoices) | △ Limited by default (email body mode optional) | ✗ Attachments only | ✓ Full HTML email body parsing |
| Amazon Business portal (buyer side) | ✗ Not supported | ✓ Supported via Fetch | ✓ Retrieval via Chrome extension |
| Supplier portal retrieval (number of portals) | ✗ Limited | ⚠ 9,500+ (seller side) | ✓ 20+ leading platforms |
| Line-item extraction | ✗ Totals only | ✓ Full line items | ✓ Full line items |
| Multi-client management | ✗ SMB focus only | ✓ Practice Manager | ✓ Master dashboard |
| Bank reconciliation | ✗ Not available | ✓ Bank Match (Xero/Sage) | ✓ Any date range, AI matching, multi-currency |
| Paper receipts (WhatsApp / Telegram bot) | ✗ No | ⚠ Mobile app only | ✓ WhatsApp & Telegram bots |
| Integrations | Xero, QB, Bill.com | Xero, QB, Sage, FreeAgent | Xero, QB, Sheets, Drive, DATEV |
| Pricing for accounting firms | Free with Xero | From ~$33/month + custom | Volume pricing (10+ clients) |
⚠ Dext Fetch supports supplier-portal retrieval (including Amazon Business) and can retrieve purchases from up to 7 days before connection setup, but it does not provide deep retroactive inbox scanning.
Setup in Minutes
From onboarding to full automation in 3 steps
No migration headaches. No client-side setup required. Your clients do not change a thing.
Connect Client Inboxes
Add a client's Gmail, Outlook, or IMAP account. Choose to scan retroactively or start fresh. Takes under 2 minutes per client.
AI Extracts & Organises
Tailride scans PDFs, email bodies, and portals. AI populates all fields - vendor, date, amount, line items, tax - automatically.
Export & Reconcile
Push invoices directly to QuickBooks or Xero. Run bank reconciliation for any period in minutes. Download bulk CSVs for any client entity.
FAQ
Frequently Asked Questions
Everything accounting firms need to know before switching to Tailride.
What is invoice parsing for accountants?+−
Can Tailride scan historical emails retroactively?+−
Does Tailride extract invoices from the email body, not just attachments?+−
How does Tailride handle multiple clients for accounting firms?+−
How does a multi-client portal invoice downloader help accounting firms?+−
How does Tailride compare to Hubdoc and Dext for invoice parsing?+−
What integrations does Tailride support for accounting firms?+−
Does Tailride support DATEV export?+−
Can I try Tailride before committing to volume pricing?+−
Ready to eliminate the invoice hunt?
Join accounting firms worldwide already using Tailride. Setup takes minutes - your clients do not change a thing.