Tailride

Tailride is a comprehensive AI accounting automation software designed to eliminate the manual work associated with managing invoices and receipts. Trusted by businesses worldwide, it streamlines financial workflows by automatically capturing, processing, and organizing financial documents. Tailride connects directly to your email inboxes and online portals, acting as a tireless digital employee to ensure no invoice is ever missed. Whether invoices are hidden in PDFs, images, email bodies, or behind web links, Tailride's advanced AI finds and extracts the necessary data with high accuracy, saving teams countless hours and preparing them for tax season effortlessly.

How to use Tailride

Getting started with Tailride is a simple, three-step process designed for maximum efficiency:

1. Sign Up and Connect: Create a free account in seconds without a credit card. Securely connect your email accounts, such as Gmail, Outlook, or any IMAP provider. The native connection ensures your emails remain private and secure in your own inbox.
2. Automated Scanning and Extraction: Once connected, Tailride's AI begins monitoring your inbox 24/7. It automatically detects and extracts data from new and past invoices. You can also use the Tailride Chrome Extension to grab invoices from online portals like Amazon, Meta Ads, and Adobe with a single click. For physical receipts, simply snap a photo and send it to the Tailride bot on Telegram or WhatsApp.
3. Integrate and Automate: Forward your extracted invoice data automatically to your accounting software (like QuickBooks, Xero, DATEV) or cloud storage (Google Drive, Google Sheets). Set up custom rules to classify expenses, tag projects, and manage specific vendors, fully automating your accounts payable process.

Core Features of Tailride

• Inbox Scanning: Continuously monitors connected email accounts (Gmail, Outlook, IMAP) to automatically find and process invoices, regardless of format (PDF, image, email body, URL).
• Online Portal Extraction: A powerful Chrome extension that retrieves invoices from over 20 popular online services (e.g., Amazon, Adobe, Notion, ChatGPT) that no longer send invoices via email.
• AI-Powered Data Processing: Utilizes advanced AI to extract all relevant fields from invoices with 99.7% detection accuracy. Users can create custom rules to automate classification, tagging, and approval workflows.
• Seamless Integrations: Natively connects with leading accounting software like QuickBooks, Xero, Business Central, and DATEV, as well as cloud platforms like Google Drive and Google Sheets for organized storage and data analysis.
• Bank Reconciliation: Upload bank statements in PDF or CSV format, and Tailride's AI will match transactions against your invoices to identify any missing documents and discrepancies.
• Paper Receipt Handling: A convenient bot for Telegram and WhatsApp allows you and your team to submit photos of physical receipts for instant processing and inclusion in your dashboard.

Use Cases for Tailride

Tailride is ideal for a wide range of users looking to streamline their financial operations:

• Fast-Growing Companies: Automate the overwhelming task of invoice management, eliminate manual data entry for tax filings, and provide finance teams with complete visibility and control.
• Accountants and Bookkeepers: Manage multiple clients efficiently by centralizing invoice collection from various sources. Use the reconciliation feature to ensure records are accurate and complete.
• Small Business Owners: Save valuable time on administrative tasks, organize business expenses effortlessly, and maintain audit-ready financial records throughout the year.
• Freelancers and Agencies: Keep track of all incoming invoices from clients and outgoing payments for software and services, ensuring accurate financial reporting and cash flow management.

Advantages of Tailride

Tailride offers significant advantages over traditional methods and other receipt apps:

• Complete Automation: Goes beyond simple receipt scanning to offer a full end-to-end automation solution, from inbox monitoring to accounting software integration.
• High Accuracy: Leverages industry-leading AI to minimize errors in data extraction, ensuring reliable financial records.
• Enhanced Security: Employs native, secure connections that keep your email data within your inbox. It is CASA Tier 2 certified and GDPR compliant, ensuring data privacy and security.
• Centralized Dashboard: Provides a single source of truth for all invoices and receipts, whether they come from email, online portals, or physical copies.
• User-Friendly and Scalable: Features a clean, intuitive interface and flexible pricing plans that grow with your business needs.

Pricing and Plans

Tailride offers flexible plans suitable for businesses of all sizes, including a free forever plan.

• Free: $0/month for up to 10 invoices per month.
• Starter: $13/month (billed annually) for 600 annual invoices, 2 connected emails, web portal extraction, and bank statement reconciliation.
• Growth: $34/month (billed annually) for 3,000 annual invoices and 8 connected emails. Includes all Starter features.
• Scale: $69/month (billed annually) for 6,000 annual invoices and 20 connected emails. Includes all Growth features.
• Premium: $138/month (billed annually) for 12,000 annual invoices and unlimited connected emails. Includes live chat support and email routing.

Annual billing includes a discount equivalent to 4 free months. One-time credit bundles are also available for purchase to process past invoices without changing your plan.