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Document Automation for Business Workflows
Document Automation for Business: How to Automate Invoices, Receipts, and PDFs
How to Automate Invoice Processing Without Manual Data Entry
How to Automate Invoice Processing Without Manual Data Entry
Common OCR Invoice Extraction Errors
Common OCR Invoice Extraction Errors
OCR vs Document Automation: What’s the Difference?
OCR vs Document Automation: What’s the Difference?
Why OCR Struggles With Invoice Line Items
Why OCR Struggles With Invoice Line Items
Why OCR Invoice Processing Still Requires Manual Review (And How to Fix It)
Why OCR Invoice Processing Still Requires Manual Review (And How to Fix It)
Harold as an EDI alternative: what that means in practice
EDI is the standard for large-scale electronic document exchange. It is also expensive, complex, and inaccessible to most SMEs. Harold is designed for the suppliers and businesses that will never implement EDI — and never should have to.
Harold vs manual data entry: what actually changes
Manual invoice processing costs real money — in staff time, errors, and delays. This is an honest look at what Harold automates, what it does not, and the realistic difference for a small or mid-sized business.
The Rules Engine: applying business logic to extracted data
Extraction gets the data out of your documents. The Rules Engine makes it right for your systems. Set conditions once — Harold applies them on every document, automatically.
Review & Export: checking and exporting your data in batches
Review & Export is Harold's batch validation table. Select multiple documents from any Box, review all extracted fields side by side, make corrections, and export clean structured data — ready for Zapier or CSV.
GL Match: automatic nominal code assignment
GL Match removes one of the most repetitive tasks in accounts payable — deciding which nominal or GL code applies to each line. Harold learns your coding patterns and applies them automatically.
Key Field Match: teaching Harold your internal codes
Suppliers use their own names and codes. Your business uses different ones. Key Field Match is where you tell Harold how to translate between them — permanently.
Boxes: organising and reviewing your extracted documents
Boxes are Harold's document management layer. Each Box holds a specific type of document — purchase invoices, sales invoices, receipts — giving you a clean, filterable inbox for every document category in your business.
Automations: receiving documents by email with Harold
Harold's Automations feature gives every document type its own dedicated email address. Send a PDF to that address and Harold extracts, validates, and routes the data — no manual upload required.
What is DocuTrain? How Harold learns your documents
DocuTrain is Harold's training engine. Instead of writing rules or configuring fields manually, you upload a handful of real documents and Harold figures out what to extract — permanently.