Tailride

Tailride is an AI-powered accounting automation platform designed to eliminate the manual, time-consuming task of managing invoices and receipts. It connects directly to your email inbox, automatically detecting and extracting invoice data from emails, attachments, and even images. The platform uses intelligent document recognition to process this information, categorizing it and preparing it for your accounting software. Tailride is built for business owners, freelancers, and accountants who are tired of forwarding invoices, chasing down receipts, and manually entering data. Its main value proposition is saving you hundreds of hours each month by completely automating the invoice capture and organization process. The platform replaces multiple other tools like Wellybox, SparkReceipt, and GetMyInvoices by offering a comprehensive solution that includes inbox scanning, retroactive invoice searching, a Chrome extension for one-click extraction from over 20 online portals (including Amazon, Meta Ads, Notion, and ChatGPT), and seamless integrations with QuickBooks, Xero, and Google Drive. Tailride also includes bank reconciliation features to match transactions with invoices and identify missing documents, ensuring your books are always accurate and up to date. Whether you need to find a single invoice from last month or catch up on an entire quarter, Tailride makes the process simple, fast, and reliable.

Inbox Scanning

Tailride connects natively to your email inbox, including Gmail, Outlook, and any IMAP-compatible service. It continuously monitors your inbox and your colleagues' inboxes for incoming invoices. The system can detect invoices whether they are attached as PDFs, embedded as images, written in the body of the email, or hidden behind a URL. This means you never have to forward invoices to a separate email address again. Your emails never leave your inbox, and you can keep track of exactly where each invoice came from. This feature replaces the need for tools like Wellybox and SparkReceipt.

Retroactive Scanning

When you first connect to Tailride, you can choose to retroactively scan your entire inbox for past invoices. This is incredibly useful for catching up on a busy quarter or finding a specific invoice from last year. You can select a time range including this month, this quarter, this year, all time, or a custom range. Tailride will then search through your emails and extract all the invoice data it finds. This feature ensures that you are not starting from scratch and can quickly get your historical records organized without manual effort.

Online Portals and Chrome Extension

Tailride includes a powerful Chrome extension that allows you to extract invoices from over 20 online platforms with a single click. This includes major services like Amazon, Meta Ads, Adobe, Notion, Microsoft, and ChatGPT. Instead of downloading invoices and then uploading them to an app, you simply click the Tailride extension while on the website, and it automatically pulls the invoice data. This feature saves significant time for businesses that frequently purchase services or supplies from multiple online vendors, replacing the need for a tool like GetMyInvoices.

AI Processing and Custom Rules

Tailride uses intelligent document recognition to automatically process and categorize your invoices. The AI can identify key information like vendor name, date, total amount, and line items. You can also set up customizable AI rules to automate categorization based on your company's specific needs. For example, you can create a rule that automatically categorizes all invoices from Amazon as "Office Supplies" or all invoices from Meta Ads as "Marketing Expenses." This ensures that your data is organized exactly how you want it before it reaches your accounting software.

Catching Up on Past Invoices for Tax Filing

At the end of the quarter or year, finding all your invoices for tax filing can be a nightmare. With Tailride, you can connect your inbox and use the retroactive scanning feature to search for all invoices from the last quarter or the entire year. The platform will automatically find and extract every invoice, organizing them in your dashboard and Google Drive. This eliminates the chaos of searching through thousands of emails and ensures you have all the documentation your accountant needs for accurate tax filings.

Automating Invoice Capture for a Growing Team

As your company grows, more employees make purchases, and invoices get sent to different inboxes. Tailride allows you to invite your colleagues to connect their inboxes, so all incoming invoices are captured in one central location. The system monitors each connected inbox and automatically extracts invoice data. This means no one has to remember to forward invoices or upload receipts. The finance team gets complete visibility into all company spending without any manual follow-up, saving hundreds of hours every month.

Managing Expenses from Multiple Online Services

Modern businesses use dozens of online services like Amazon, Meta Ads, Notion, and ChatGPT. Manually downloading invoices from each platform is tedious. With the Tailride Chrome extension, you can extract invoices from over 20 online portals with one click. Simply navigate to the billing page of any supported service, click the Tailride extension, and the invoice is automatically captured and processed. This use case is perfect for business owners and marketers who need to track expenses across many different platforms.

Streamlining Bank Reconciliation

Matching bank transactions to invoices is a critical but time-consuming accounting task. Tailride includes bank reconciliation features that automatically match transactions from your bank feed with the invoices it has extracted from your inbox. The system identifies which invoices have been paid and which are still outstanding. It also flags any missing documents, such as a bank transaction that has no corresponding invoice. This ensures your books are always accurate and up to date, making your accountant's job much easier and reducing the risk of errors.

How does Tailride connect to my email inbox?

Tailride connects natively to your email inbox using secure protocols. It works with Gmail, Outlook, and any email provider that supports IMAP. When you connect, you grant Tailride permission to scan your inbox for invoices. Your emails never leave your inbox, and Tailride only extracts the invoice data. You can also connect your colleagues' inboxes to ensure all company invoices are captured in one place. The process is quick and secure, taking only about 40 seconds to set up.

Can Tailride find invoices that are already in my inbox?

Yes, absolutely. When you first connect to Tailride, you can choose to perform a retroactive scan of your inbox. You can select a time range such as this month, this quarter, this year, or all time. Tailride will then search through your existing emails and extract all the invoices it finds. This is a great way to catch up on past invoices and get your historical records organized without having to manually search through your inbox.

What types of invoice formats does Tailride support?

Tailride supports a wide variety of invoice formats. It can extract data from invoices attached as PDFs, embedded as images within the email, written directly in the body of the email, or hidden behind a URL link. It also handles physical receipts through a Telegram or WhatsApp bot where you can send pictures of your paper receipts. The AI-powered document recognition processes all these formats accurately, so you don't have to worry about missing an invoice because of its format.

How does Tailride integrate with my accounting software?

Tailride offers seamless integrations with popular accounting software like QuickBooks and Xero. It also integrates with Google Drive for document storage. When Tailride extracts and processes an invoice, it can automatically send the data to your connected accounting software, categorized according to your custom rules. This eliminates the need for manual data entry and ensures that your financial records are always up to date. The platform is designed to work as a bridge between your inbox and your accounting system.