Harold

What is Harold

Harold is an AI-powered document automation tool that extracts, validates, and transforms supplier invoice data into clean, import-ready files for any ERP or accounting system — modern or legacy. It supports systems like Sage, WinMan, Pegasus, and Syspro, and delivers data via Zapier, CSV, or Excel.

How to use Harold

1. Upload or email documents — Drop invoices, receipts, purchase orders, or statements into Harold, or forward them to your unique Harold inbox.
2. Harold extracts data — Headers, totals, line items, and references are pulled out in a structured format.
3. Rules validate — Automated checks run to catch mistakes like wrong totals, missing fields, or bad supplier IDs. Issues are flagged or fixed.
4. Export or auto-send — Clean, validated data is exported as CSV, Excel, JSON, or sent via webhook to your ERP, accounting tool, or Zapier flow.

Features of Harold

• AI extraction — Pulls data from any document type (invoices, receipts, purchase orders, statements).
• Rules engine — IF checks, formulas, and conditional logic to catch errors or transform data on the fly (e.g., IF total ≠ subtotal + vat → flag).
• Supplier mapping — Map any supplier alias on a document to your internal supplier ID once, forever.
• Output templates — Shape exports to match exactly what your ERP, finance team, or Zapier flow expects (CSV, Excel, JSON, webhook).
• Line item validation — Validate every row: quantities, unit prices, line totals (qty × unit_price = line_total).
• Zapier integration — Connect to thousands of apps.
• Automated email inbox processing — Forward documents to a dedicated Harold inbox.
• Supplier profile training — Train once per supplier for improved accuracy.

Use Cases of Harold

• Accountants — Stop chasing missing invoice data. Auto-validated totals, supplier ID mapping, clean export to Xero/QuickBooks.
• Operations teams — Automate purchase order processing. Line items extracted in full, quantity + price checks, auto-route to ERP.
• SMEs — Turn messy emails into clean data. Forward documents to a Harold inbox, no new software for suppliers, export to Sheets, CSV, or Zapier.

Pricing

FAQ

What types of documents can Harold process? Harold can process invoices, receipts, purchase orders, and statements.

How does Harold handle errors? Harold's rules engine automatically checks extracted data against your business rules (e.g., total = subtotal + VAT). Errors are flagged or corrected before export.

Can Harold integrate with my existing ERP? Yes. Harold supports modern and legacy ERPs including Sage, WinMan, Pegasus, and Syspro. Data can be exported via CSV, Excel, JSON, webhook, or Zapier.

Do I need to train Harold for each supplier? Yes, you train Harold once per supplier. After training, it learns the supplier's document format and improves accuracy over time.

Is there a free trial? Yes, you can start free — no consultants or setup calls required.