Receipt & Invoice Processing

Transforming Your Bookkeeping with Digital Automation

Online receipt and invoice processing is fundamentally changing how the world handles financial data. By moving away from physical paperwork, your business can dispense with manual filing, drastically reduce human error, and reclaim hours of time to focus on strategic growth.

At SGM (formerly David Howard), we utilize a groundbreaking lineup of products designed to modernize your record storage and streamline your entire bookkeeping workflow.

Our Core Automation Lineup

We select the best-in-class tools to ensure your financial data is captured accurately and integrated seamlessly with your accounting software:

• Dext (formerly Receipt Bank): Our flagship tool for data extraction. Simply snap a photo of a receipt or forward an email invoice, and Dext’s AI accurately extracts the date, supplier, and amount, publishing it directly to your accounts.

• AutoEntry: We offer FREE onboarding for AutoEntry, a powerful solution for capturing and analyzing complex documents, including bank statements and invoices with multiple line items.

   

• docSAFE: Our secure online client portal for document storage and digital approvals. It allows you to approve accounts, tax returns, and other sensitive documents anytime, anywhere, with full encryption.

   

• Hubdoc: Included with many Xero plans, Hubdoc automatically fetches recurring bills from utilities and suppliers, centralizing your paperwork without you lifting a finger.

   

The Benefits of a Paperless Office

• 99% Extraction Accuracy: Advanced OCR (Optical Character Recognition) technology is faster and more precise than manual data entry.

• HMRC Compliance: Digital records are fully recognized by HMRC. By storing your invoices in the cloud, you meet all record-keeping requirements while saving physical office space.

• Real-Time Financials: Because paperwork is processed as it arrives, your Profit & Loss and Cash Flow reports are always up to date, not weeks behind.

• Instant Retrieval: Search for any historical invoice in seconds using keywords, dates, or supplier names—no more digging through archive boxes.