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Ditch the Data Entry: How Apron’s Automated Capture is Changing the Game

We recently announced our partnership with Apron to help streamline your invoice payments and get you out of your banking app. But as we promised, paying bills is only half the magic.

If there is one thing business owners hate as much as clunky bank transfers, it’s manual data entry. Typing out line items, squinting at crumpled receipts, and accidentally paying the same invoice twice are massive drains on your time.

That’s where Apron’s Automated Data Capture steps in. It does the heavy lifting so you don't have to.

 

Capture at a Glance

Apron acts like a super-smart digital assistant for your paperwork. Here is how it speeds up your admin:

  • Supplier Rules for Faster Flows: You can set default categories, tax rates, and payment methods for specific suppliers. Once it's set, Apron remembers it for next time.

  • Automatic Line Item Extraction: Got an invoice with multiple different items? Apron automatically splits and extracts line items (like separating 'Paper' from 'Stationery') so you don't have to break it down manually.

  • AI Descriptions: Apron’s AI reads your documents and adds smart context tags, instantly summarising what the invoice is actually for.

  • Bank Statement Conversion: Need to process a PDF bank statement? Apron effortlessly converts PDF statements from banks like Starling directly into workable sheets or CSV files.

  • Process Sales Invoices with Ease: It’s not just about what you buy. Apron helps you track and process your sales invoices and credit notes in one neat dashboard.

  • No More Duplicates: Ever paid the same bill twice? Apron's transaction matching automatically flags and rejects exact or near-duplicate documents.

  • Upload Anytime, Anywhere: For business owners on the move, receipts and invoices never stop. You can effortlessly upload documents to Apron from your desk or on the go via the mobile app, a quick WhatsApp message, or email.

  • Meet William, Your AI Assistant*: Apron takes automation a step further with its built-in AI tool, William. William delivers fast, accurate extraction of line items, amounts, and payees in seconds. Even better, if you connect your email inbox, William will proactively scan and find those missing receipts for you—eliminating the need to hunt through your inbox.

  • Assign and Track: Still missing a document? Apron makes it incredibly easy to assign unreconciled transactions to your team or collaborators, pinging them to upload exactly what's missing in a matter of seconds.

*William AI is only available for clients of Silver-tier Apron Books Club partners and above.

 

Data Capture has never been so easy

No matter the format of your invoice or receipt, Apron's smart capture solutions make entering the data an breeze.

  • Upload your way:  Via WhatsApp, email, mobile app, 
or drag and drop on desktop. 

  • For paper receipts:  Take a photo with the Apron app, or WhatsApp.

  • For electronic invoices:  Simply forward the invoice to your unique Apron email address. 

  • Add a description:  Submitting via WhatsApp or mobile app? Add a description to make your accountant or bookkeeper s job that little bit easier. 

  •  Submit out-of-pocket expenses:  Employees can submit and mark 
 out of pocket expenses, making them easy to spot, ready for reimbursement. 

 

Why this matters for your business

When data capture is automated, your financial records are always accurate and up-to-date. For us at Inform, it means we can process your accounts faster and give you real-time advice based on pristine data.

 

Ready to stop typing and start growing?

Get in touch with the Inform Accounting team today to see Apron’s data capture in action!

 

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If you’d like to know more about how we can support your wealth management, we’re happy to help.