Invoices
Invoice files are detected, OCR is queued, QuickBooks bill records are created or matched, and approvals are routed through the website.
Invoice Approval System
Document intake, approval, and QuickBooks workflow in one secure queue.
We are building a tenant-aware approval system for accounting teams to receive invoices and payment documents, OCR them, route them through review, sync the right records with QuickBooks Online, notify the team, and prepare approved bills for check printing.
Two Intake Lanes
The first build starts with two hosted folders and keeps the storage layer flexible so future tenants can use local folders, S3, Google Drive, SharePoint, or another document source.
Checks & Payments
Payment documents are OCR processed and queued for QuickBooks invoices or received payment workflows.
Notifications
Welcome messages, 2FA codes, approval requests, denial notices, sync failures, and check-print-ready messages are sent through SendGrid.
Security First
The system is designed around tenant separation, email-based 2FA, encrypted QuickBooks tokens, HTTPS, UFW, Fail2Ban protections, and audit logs for login, OCR, approval, sync, notification, and check print events.
Email 2FA
Users enter a password first, then complete login with a one-time email verification code.
Approval Trail
Approvals and disapprovals are recorded with user, time, reason, document, and tenant context.
QuickBooks OAuth
QuickBooks Online connections use OAuth 2.0, with credentials and tokens kept out of source code.