Audience

HVAC, construction and property management businesses that want to stop manually entering bills and receipts into QuickBooks or Xero, and the bookkeeping firms that manage their books.

About DocStreamAI

DocStreamAI automates bookkeeping document intake and entry for businesses and accounting firms. It runs in the background to collect invoices, receipts, and credit memos from connected client, business-owner, employee, and accounts-payable inboxes, as well as forwarded or uploaded documents. AI extracts financial details, classifies documents, and assigns vendor, expense-category, and job-costing information for review. Teams can approve records or configure automatic posting and synchronize bills and expenses with QuickBooks Online or Xero, with the source document attached. The service also checks for duplicate documents, matches vendors and categories to accounting records, and supports multiple client organizations for accounting practices. A review queue helps users check extracted information and manage incoming documents before or after synchronization.

Pricing

Pricing Details:
Starter is $19.99/month for 150 pages. Growth is $39.99/month for 375 pages, Pro is $79.99/month for 750 pages, and Business is $159.99/month for 1,500 pages. Additional pages cost $0.10 each. A 14-day free trial is available, and annual billing saves 20%.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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features 0.0 / 5
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Company Information

AI Buddies
Founded: 2026
United States
docstreamai.com

Videos and Screen Captures

Three-step diagram showing document capture, AI extraction, and QuickBooks expense sync.

Three-step diagram showing document capture, AI extraction, and QuickBooks expense sync.

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

DocStreamAI Frequently Asked Questions

Q: What kinds of users and organization types does DocStreamAI work with?
DocStreamAI works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does DocStreamAI support in their product?
DocStreamAI supports these languages: English.
Q: What kind of support options does DocStreamAI offer?
DocStreamAI offers support via online.
Q: What other applications or services does DocStreamAI integrate with?
DocStreamAI integrates with: Gmail, Microsoft Outlook, QuickBooks Online, and Xero.
Q: What type of training does DocStreamAI provide?
DocStreamAI provides training in the form of documentation, live online, and videos.
Q: Does DocStreamAI offer a free trial?
Yes, DocStreamAI offers a free trial.

DocStreamAI Product Features

Bookkeeping

Spend Management Not Supported
Revenue Recognition Not Supported
Billing & Invoicing Not Supported
Payroll Not Supported
Tax Management Not Supported
Fixed Asset Management Not Supported
Accounts Payable Not Supported
Collections Not Supported
Accounts Receivable Not Supported
Expense Tracking Not Supported
Cash Management Not Supported
Bank Reconciliation Not Supported
General Ledger Not Supported