Harold

Description

Harold turns messy supplier invoices and documents into clean, validated, import-ready data for any ERP or accounting system, whether modern or legacy such as Sage, WinMan, Pegasus, and Syspro. Built for UK SMEs, it goes beyond simple extraction by validating data before it reaches your systems, catching mistakes like wrong VAT, incorrect totals, or bad supplier IDs the moment they appear. You train Harold once per supplier, and it then extracts structured data from every future invoice automatically.

Harold's flow is upload or email a document, have Harold extract headers, totals, line items, and references, run validation rules that flag or fix issues, and export or auto-send the clean data via CSV, Excel, ERP, or a Zapier flow. It uses AI vision models that handle machine-generated PDFs, scanned PDFs, image-based PDFs, and photo uploads. A powerful rules engine adds output templates, supplier profiles that map each supplier's labels to your columns, a layout trainer, column matching, GL code assignment, formulas, IF rules for validation, and Zap Gates that block a document from firing downstream until failed checks are fixed, with a full audit trail.

Harold connects to your ERP via Zapier with no developer required, working with Xero, QuickBooks, Sage, FreeAgent, Oracle, SAP Business One, Airtable, and thousands of other apps, and delivers clean structured JSON on approval. Documents that fail validation are held in a human review queue rather than silently passed, and Harold learns from corrections to improve over time. Pricing is month-to-month with no contract, starting at £29/month (Standard) with a Founder rate for early supporters and higher tiers for larger volumes.

Harold's Core Features

• AI extraction of headers, totals, and line items from invoices and documents

• Validation rules engine that flags or fixes wrong totals, missing fields, and bad supplier IDs

• Train once per supplier with supplier profiles and a layout trainer

• Output templates, column matching, GL code assignment, and formulas

• Automated email inbox processing with a unique Harold address

• Zapier integration and CSV/Excel export to any ERP with no developer

• Zap Gates that block bad documents from reaching downstream systems, with an audit trail

• Human review queue for flagged documents, with the model learning from corrections

How to use Harold?

1. 1

   Upload or email: Drop documents in or send them to your unique Harold inbox.

2. 2

   Train per supplier: Provide a few sample invoices so Harold learns each supplier's layout and field labels.

3. 3

   Set rules: Define output templates, validation rules, GL codes, and Zap Gates for how data should be checked.

4. 4

   Export or auto-send: Review flagged documents, then export as CSV/Excel or auto-send clean data to your ERP via Zapier.

Harold's Use Cases

• Legacy ERP integration
• Accounts payable automation
• Purchase order processing
• Email-based document intake

FAQ from Harold

• What does Harold do that basic OCR tools don't?

  Most tools just extract text; Harold also validates it, running maths checks, required-field checks, and supplier matching so wrong VAT, totals, or supplier IDs are caught before data enters your business.

• How long does it take to train Harold on a new supplier?

  Under 10 minutes for most suppliers. You upload 3 to 10 sample invoices, Harold detects the fields, and you confirm or adjust the mappings.

• Do I need a developer to connect it to my ERP?

  No. Harold connects to your ERP via Zapier using a pre-built Zap, so you configure the workflow once with no code and it runs automatically.

• Does Harold work with scanned invoices?

  Yes. It uses AI vision models that handle scanned PDFs, image-based PDFs, and photo uploads, in addition to machine-generated PDFs.

• What happens if Harold is unsure about an extraction?

  Documents with low confidence or failed validation are held in a review queue; a human reviews and approves them before the data proceeds, and Harold learns from corrections.

• Is there a contract?

  No. Harold is month-to-month with no minimum term, no setup fee, and no cancellation penalty, starting at £29/month.