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What is Harold?

Harold acts as a comprehensive automation tool that caters to both contemporary and legacy ERP systems, with the goal of stopping erroneous data from entering businesses. It carefully processes documents by extracting, verifying, and rectifying any errors before they are incorporated into interconnected systems. Unlike many document processing solutions that simply extract data, Harold prioritizes precision by tackling problems such as missing fields, inaccurate totals, incorrect VAT rates, and invalid supplier IDs, while also minimizing the need for manual checks, thereby preventing disruptions in subsequent operations. Through the application of AI, it efficiently collects information from a range of document types, including invoices, receipts, purchase orders, and statements, while automated rules ensure the data's accuracy, allowing only validated information to be sent directly to an ERP system, accounting software, or via a Zapier integration. Users can easily upload documents or direct them to a specific Harold inbox; after receiving them, Harold systematically extracts crucial details such as headers, totals, line items, and references into a structured format, automatically conducting checks and resolving any inconsistencies before exporting the information. Consequently, data can be handed over in various formats such as CSV, Excel, ERP outputs, or through automated Zapier workflows, which enhances Harold's role as an essential asset for upholding data integrity and optimizing efficiency in corporate operations. Furthermore, this streamlined approach not only saves time but also significantly reduces the risk of errors, ultimately contributing to a more productive work environment.

What is ATOmate?

Our state-of-the-art solution transforms the management, verification, and communication of ATO documents like Notices of Assessment, Statements of Account, and Tax Debts, achieving unparalleled operational efficiency. Say goodbye to the tedious and repetitive task of processing ATO documents. This innovative system effortlessly compares ATO files with the estimates in your practice management software, ensuring validation, organization, and easy dispatch to clients. When discrepancies occur, it swiftly alerts you or your team by forwarding the notice of assessment for further examination and action. This streamlined process is not only simple but also yields undeniable results. With the ability to bulk scan a variety of ATO documents or download files directly from the ATO Portal, the solution efficiently identifies and categorizes each document based on its type. Furthermore, BAW is dedicated to delivering automation solutions tailored for corporate entities, significantly enhancing productivity and improving client interaction. This pioneering strategy not only simplifies the handling of tax documents but also promotes a more streamlined and responsive experience for clients. Ultimately, implementing this solution ensures a more cohesive workflow within your practice while significantly reducing the potential for errors.

Media

Media

Integrations Supported

Google Sheets
GreatSoft CRM
Microsoft Excel
Virtual Cabinet
Xero
Zapier

Integrations Supported

Google Sheets
GreatSoft CRM
Microsoft Excel
Virtual Cabinet
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25.11 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Harold

Company Location

United Kingdom

Company Website

useharold.com

Company Facts

Organization Name

Business Automation Works

Date Founded

2018

Company Location

Australia

Company Website

businessautomationworks.com.au/atomate/

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