PDF invoice → validated data → your ERP

PDF to ERP integration. No developer required.

Harold extracts structured data from supplier invoice PDFs, validates every field, and delivers clean data to your ERP via Zapier — Xero, QuickBooks, Sage, SAP, Oracle, and 5,000 more.

Start free — no card required

Works with your ERP via Zapier

Xero
QuickBooks
Sage 50 / 200 / Intacct
FreeAgent
SAP Business One
Oracle NetSuite
Microsoft Dynamics 365
Airtable
Google Sheets
Any Zapier app

Any system with a Zapier integration or webhook endpoint works with Harold.

How the PDF to ERP flow works

Step 1

Invoices arrive by email or upload

Suppliers email invoices to your Harold address — or upload directly via the app. Harold identifies the supplier, selects the right extraction template, and processes the document automatically.

Step 2

AI extraction + validation rules

Harold extracts every field — header data and line items — using AI trained on your supplier's specific format. Validation rules check the data before it goes anywhere: maths checks, required fields, supplier name matching, date normalisation.

Step 3

Human review for flagged documents

Documents that fail validation are held in a review queue — not silently passed to your ERP. Your team reviews, corrects, and approves. Harold learns from corrections and improves accuracy over time.

Step 4

Clean data delivered to your ERP via Zapier

Approved invoices trigger a Zapier webhook. Clean structured JSON lands in your ERP — creating purchase invoices, updating supplier records, or triggering approval workflows — without a single line of code.

Frequently asked questions

Do I need a developer to set up the ERP integration?

No. Harold connects to your ERP via Zapier — a no-code automation platform. You configure the Zapier workflow once using Harold's pre-built Zap, point it at your ERP, and the connection runs automatically from then on.

What data does Harold send to my ERP?

Harold sends clean structured JSON containing all extracted and validated fields — supplier name, invoice number, date, net amount, VAT, gross total, payment terms, and full line item data. You configure which fields map to which ERP fields in Zapier.

What happens if Harold is not confident about an extraction?

Documents with low confidence or failed validation rules are held in Harold's review queue. A human reviews, corrects if needed, and approves — only then does the data proceed to your ERP. This gate prevents bad data from entering your accounting system.

Does this work with scanned invoices?

Yes. Harold uses AI vision models that handle scanned PDFs, image-based PDFs, and photo uploads — not just machine-generated PDFs. Accuracy is higher on clean digital PDFs, but scanned documents are fully supported.

Connect your invoices to your ERP today

From £29/month. Set up Harold and your first Zapier integration in under 30 minutes. No contract, no card required to start.

From £29/month after trial. Cancel anytime.