Features of our bookkeeping automation software
Datamolino offers a seamless, quick, and easy setup for any firm using Xero or QuickBooks Online as their accounting package. Our software streamlines your data capture process, enabling efficient and accurate extraction of invoices, receipts, and other financial documents.
This automation frees up valuable time for your team, reduces errors, and ensures that your financial data is always up-to-date. That’s why thousands of companies, from independent business owners to large accounting firms, trust Datamolino with their data capture needs.
Dashboard
Get a complete snapshot of your financial documents, enabling quick insights and decision-making.
Organize with Folders
Create folders for companies, departments, and projects to manage complex use cases, or create a folder for each company to keep things simple. Datatamolino allows you to connect multiple folders to the same organisation in Xero or QuickBooks Online, which unlocks more granular user access and automation rules based on departments or projects.
Multiple users
Invite users into specific folders to enhance collaboration and maintain organized access control.
Search Across Folders
Quickly search for invoices across all your folders. If you are looking for a particular document, you can search your whole account at once without navigating to the specific folder.
Actionable insights
Quickly see if a folder has been recently updated or if documents are waiting too long for export into your accounting software. Datamolino shows you the urgency and time gaps on the dashboard.
Automation
Reduce manual effort with intelligent automation.
Smart Automation Rules
Set up rules for your business or clients with multiple locations, branches, or departments.
Keyword-Based Rules
Automate line item coding using keywords. You can setup rules specifically for a certain supplier or general rules for the whole organisation.
Export Automation
Automate the export of your data to streamline your workflow. Set up automated exports to ensure that your financial reports are always up-to-date and ready for analysis.
Automated Invoice Coding
Learns your preferences for categorizing and coding invoices, suggesting codes based on past transactions.
PDF split
Scan and send multiple invoices in one file, and Datamolino will split them automatically into individual documents.
Document Management
Easily manage your financial documents with Datamolino, using multiple convenient methods for uploading and organizing your data.
Forward emails
Each folder has a distinct email address. You can use keywords in the subject line to tell Datamolino how to process the email. Based on your instructions, Datamolino can split PDFs in the email into individual transactions for example.
Split PDFs
Datamolino can automatically split multi-page PDFs into individual transactions for easier processing.
Detect Data Duplicates
Maintain data accuracy by detecting and resolving duplicate entries, ensuring your financial data is reliable.
Upload via web-app
Easily upload bills, receipts, and other financial documents through our user-friendly web app interface.
Use the mobile app
Manage your documents on the go. Snap pictures of receipts and upload them directly into Datamolino, ensuring no paperwork gets lost.
Detect File Duplicates
Datamolino automatically identifies duplicate files during upload and does not process them, ensuring your records remain clean and organized.
Multiple document types
Reliable extraction of bills, receipts, sales invoices and bank statement data.
Purchase Bills & Receipts
Capture detailed descriptions for expenses, purchases, and sales. It helps you keep track of your expenses more accurately for better financial management.
Bank Statements
Reliable data extraction with data validation checks to make sure all bank transactions are captured correctly.
Sales invoices
Import sales invoices created using third-party systems into Xero or QuickBooks.
Files
Secure file archive for documents related to your bookkeeping process that you need to keep at hand or that require secure hand-off between client and bookkeeper.
Detailed Data Extraction
Streamline your document processing with Datamolino, ensuring accurate data capture and efficient management of financial records.
Invoice Descriptions
Automatically capture detailed invoice descriptions, providing essential context for each transaction
Line items
Datamolino can capture itemized transactions from your invoices. This includes descriptions and quantities.
Tax Summary
Where possible, the data is broken down by tax rates, ensuring precise tax reporting and compliance.
Process Documents
With Datamolino’s advanced document processing features, you can enhance your workflow, ensure accurate data handling, and maintain organized financial records effortlessly.
Bulk Coding of Line Items
Save time by editing multiple line items at once, enhancing your productivity and accuracy.
Archive
Safely store older documents without cluttering your main workspace.
Approval workflow
Approve purchase bills before exporting them to your accounting software. You can turn on a simple approval workflow or pair Datamolino with ApprovalMax for a truly granular approval process.
Bank Statement Processing
As an alternative to bank feeds you can convert scanned bank statements or PDF bank statement into a structured CSV file that you can import into your accounting software.
Bank Statements Conversion
Convert PDF bank statements into CSV or Excel files for easy import into accounting software.
Bank Statement Line Items
Capture transaction date, description, credit, and debit for each line item.
All Banks Supported
Works with any bank statement layout, including Barclays, HSBC, NatWest, and more.
Validated Results
Validate transactions using bank statement header data to ensure accuracy.
User and Company Management
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Unlimited Users & Folders
Add as many users and folders to your account as needed at no extra cost.
Company Management
Oversee multiple companies from a single dashboard, simplifying administrative tasks.
User Management
Control user access and permissions to ensure data security.
Reporting and Insights
Generate comprehensive reports to analyze your financial data and improve decision-making.
Actionable items
Add as many users and folders to your account as needed at no extra cost.
User exports
Oversee multiple companies from a single dashboard, simplifying administrative tasks.
Purchase history
Control user access and permissions to ensure data security.
Export automation
Review your automation potential.
New folders summary
Get a quick overview of new folders
Integrate with Xero
Seamlessly connect Datamolino with Xero to streamline your accounting processes and enhance your workflow efficiency.
Create new suppliers
Create new suppliers in Xero directly from Datamolino and include necessary details such as bank details for batch payments where required.
Purchase Bills
Automatically import and categorize purchase bills, reducing manual data entry and ensuring accurate record-keeping.
Bank Transactions
Export transactions into Xero Bank Transactions to aid in accurate reconciliation and comprehensive financial tracking.
Invoice Descriptions
Capture and transfer detailed invoice descriptions, providing valuable context and clarity for each transaction.
Tracking Categories
Utilize Xero’s tracking categories to allocate transactions to specific departments, projects, or cost centers, enhancing financial analysis and reporting.
Direct links
You can easily navigate from Datamolino to the supplier card in Xero or a specific exported document.
Credit Notes
Manage credit notes efficiently by importing them directly into Xero, keeping your accounts up-to-date.
Sales Invoices
Easily import sales invoices from Datamolino to Xero, ensuring all your sales data is accurately recorded.
Approval Status
Manage the approval workflow by setting the status of documents to Draft, Awaiting Approval, or Approved, ensuring proper review and authorization.
Line Items with Quantities
Import invoices with detailed line items, including quantities, for precise inventory management and cost tracking.
Inventory
Sync your inventory data between Datamolino and Xero, keeping your stock levels and valuations accurate and up-to-date.
Integrate with QuickBooks Online
Connect Datamolino with QuickBooks Online to streamline your bookkeeping and enhance your financial management.
Supplier management
Create new suppliers in QuickBooks Online directly from Datamolino and include necessary details if required.
Purchase Bills
Automatically import and categorize purchase bills, reducing manual data entry and ensuring accurate record-keeping.
Expenses
Choose the appropriate bank account and payment method for expenses, recording them as bank account transactions for accurate financial tracking.
Invoice Descriptions
Capture and transfer detailed invoice descriptions, providing valuable context and clarity for each transaction.
Locations
Utilize location tracking to allocate transactions to specific business locations, enhancing financial analysis and reporting.
Mark as Billable
Identify and mark expenses as billable to clients, streamlining the invoicing process.
Direct links
You can easily navigate from Datamolino to the supplier card in Xero or a specific exported document.
Supplier Credit
Manage supplier credits efficiently by importing them directly into QuickBooks Online, keeping your accounts accurate and up-to-date.
Sales Invoices
Easily import sales invoices from Datamolino to QuickBooks Online, ensuring all your sales data is accurately recorded.
Cheques
Record cheque payments by selecting the relevant bank account, ensuring all payments are accurately tracked.
Classes
Use class tracking to categorize transactions by departments, projects, or other segments, providing detailed financial insights.
Invoice Descriptions
Capture and transfer detailed invoice descriptions, providing valuable context and clarity for each transaction.
Line Items
Import invoices with detailed line items, ensuring precise tracking of inventory and expenses.
Customer Support
Experience unparalleled customer support with Datamolino, ensuring you get the help you need when you need it.
Chat
Get instant assistance through our live chat feature, available to answer your questions and resolve issues in real-time.
Phone
Speak directly with our knowledgeable support staff over the phone for quick and effective problem resolution.
Onboarding Videos
Access a library of onboarding videos to help you get started with Datamolino, guiding you through setup and best practices for optimal use.
Screensharing
Utilize screensharing for more complex problems, allowing our support team to see exactly what you’re experiencing and provide precise solutions.
Helpdesk
Submit tickets through our helpdesk for detailed assistance and track the progress of your queries.
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