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Booking incoming invoices manually, considering an OCR link

Many accounting packages ship with OCR (Yuki, Moneybird, Exact Online via partner). External OCR (Klippa, Basecone) makes sense when your package does it badly or you consolidate several books.

Try this first

  1. 1First test the OCR your package ships with, often fine for NL invoices
  2. 2Set up a dedicated mailbox (boekhouding@) for suppliers, separate from the general inbox
  3. 3Match rules on VAT number and email domain, not vendor name (varies too much)
  4. 4Keep a review step, OCR is not 100%, especially on discounts, reverse-charge VAT, and EU invoices

When to bring us in

Above thirty invoices per week or multiple books, an external scan-and-recognise solution with approval workflow earns its keep.

See also

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