Turn messy job data from your trades clients into draft invoices automatically.
Upload CSVs, Excel files, PDFs, or even handwritten notes and get invoices ready for QuickBooks or Xero.
What is tidyAR?
tidyAR: Turn messy job data from your trades clients into draft invoices automatically. Paid, from $149/mo. Zekai's independent review scores it 6.8 out of 10. Best for bookkeepers with trades and field service clients.
Zekai Verdict
- What is it?
- tidyAR is an AI tool for bookkeepers that automates invoice creation from messy client data.
- Best for
- Automating the creation of draft invoices from disorganized job data provided by trades and field service clients.
- Not ideal for
- Niche focus is less useful for bookkeepers outside the trades.
- Price
- $149/mo
- Zekai Score
- 6.8/10
Top AI for Accounting, Bookkeeping & Tax picks
See all 97 AI tools for Accountants →For bookkeepers in Accounting, Bookkeeping & Tax with trades clients, tidyAR is the best AI tool for automating accounts receivable. It's specifically built to interpret messy data like handwritten notes, PDFs, and spreadsheets from landscapers or plumbers and convert them into clean draft invoices for QuickBooks and Xero. This focus saves significant manual entry time.
Your workflow, automated
Before & After
Hours spent manually transcribing messy job sheets, Excel files, and handwritten notes into invoices.
8+ hours/client/monthDraft invoices are generated automatically in minutes, ready for quick validation and sync.
Minutes per batchTry it with these prompts
Copy any prompt and paste it directly into the tool.
Extract all relevant invoice details from the provided document. Include customer name, services rendered, dates, and amounts. Assign confidence scores to each extracted item for review.
Parse data from multiple job files to create draft invoices. Aggregate services and map customers accurately, even with messy or varied input formats. Prepare for batch sync.
Review extracted invoice data for accuracy, focusing on items with lower confidence scores. Validate mapped customers and aggregated services before syncing to accounting software.
Prompts for Accountants
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tidyAR integrations
Best tidyAR alternatives
While generic document scanners can extract data from standard invoices, tidyAR is purpose-built for the unstructured job data from trades clients. A tool like Dext is great for processing supplier bills, but it struggles with handwritten job sheets or messy Excel logs for customer billing. Pick tidyAR when the primary challenge is creating outgoing invoices from chaotic client source material. Stick with a broader capture tool if your main workflow is processing incoming supplier invoices and receipts, which are typically more standardized.
Is tidyAR worth it?
Why Accounting, Bookkeeping & Tax choose this tool
Key Use Cases
tidyAR is a highly focused tool that solves a major pain point for bookkeepers with trades clients: converting chaotic job records into clean invoices. Its ability to handle handwritten notes is a standout feature, though its value depends entirely on having clients who generate this kind of unstructured data.
Frequently asked questions
What file formats can I upload?
Which accounting platforms do you support?
What happens if the AI makes a mistake?
Is my client data secure?
What is the best AI tool for a bookkeeper with landscaping and plumbing clients?
How can I automate invoicing from handwritten notes for my bookkeeping clients?
Last reviewed:
tidyAR pricing and plans
Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.
Top 10 AI tools in this category
Take it with you
- Goal: Transform a messy client spreadsheet into draft invoices in QuickBooks/Xero.
- Who is this for: Bookkeepers managing trades clients.
- What you need: A client data file (Excel, PDF, photo of notes) and access to your tidyAR & accounting software accounts.
- Key Benefit: Reclaim hours of manual data entry.
- Core Concept: Upload -> Validate -> Sync.
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About tidyAR
Full Description
tidyAR is an AI tool for bookkeepers that automates invoice creation from messy client data. It accepts various file formats, including handwritten notes, and prepares draft invoices for review and syncing with QuickBooks and Xero.
Editorial Verdict
tidyAR is a highly focused tool that solves a major pain point for bookkeepers with trades clients: converting chaotic job records into clean invoices. Its ability to handle handwritten notes is a standout feature, though its value depends entirely on having clients who generate this kind of unstructured data.
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