Docparser Integration with Zoho Books
Docparser is a document parsing and automation tool, used to extract data from documents in various formats, such as PDFs, Word, or scanned images, using custom parsing rules. It automatically converts the extracted data into structured data that can be easily imported into other applications.
By integrating Docparser with Zoho Books, you can streamline the process of capturing data from various documents received from vendors or clients. In addition, you can automate the data entry process.
Imagine your company receives stacks of invoices, purchase orders, and receipts daily, each containing critical data via email as a PDF attachment. Traditionally, you'd manually enter the data into Zoho Books. Now, consider the time and effort it takes to extract manually and input this data into your accounting software.Zoho Books. It's a tedious and error-prone process that not only consumes valuable resources but also hampers productivity.
This is where the integration of Docparser with Zoho Books emerges as a game-changer. With Docparser integrated, it can automatically extract that key data from the PDF attachments in the email and automatically update the relevant customer record in Zoho CRM, ensuring your customer information stays up-to-date. Finally, the extracted data can be used to generate a bill in Zoho Books automatically, further automating the accounts payable process.