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Tailride

Tailride is the AI that hunts down invoices in your inbox and portals so you can ghost the busywork and flex on tax season.

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About Tailride

Tailride is the AI-powered accounting automation platform that does the grunt work so you don't have to. Forget about manually digging through your inbox, forwarding invoices to random email addresses, or spending hours categorizing expenses. Tailride connects directly to your email inbox (Gmail, Outlook, or any IMAP client) and automatically detects, extracts, and processes invoices and receipts from emails and attachments. It handles PDFs, images, text in the email body, and even URLs. The platform also includes a powerful Chrome extension for one-click invoice extraction from over 20 online platforms like Amazon, Meta Ads, Adobe, Notion, ChatGPT, and Microsoft. Tailride is built for business owners, finance teams, and accountants who are tired of the chaos of invoice management. It replaces outdated tools like Wellybox, SparkReceipt, and GetMyInvoices. With features like retroactive scanning, customizable AI rules for automatic categorization, and seamless integrations with QuickBooks, Xero, Google Drive, and more, Tailride ensures you never miss an invoice again. It also includes bank reconciliation features that match transactions with invoices and identify missing documents. The result? Hundreds of hours saved every month, a happy accountant, and a business that runs smoothly. Tailride is trusted by teams worldwide and is absolutely mandatory for fast-growing companies that want to eliminate manual work for tax filings.

Features of Tailride

Inbox Scanning

Tailride monitors your inbox and your colleagues' inboxes to keep all incoming invoices up to date. It doesn't matter if the invoice is a PDF, an image, embedded in the email body, or hiding behind a URL. Tailride handles it all. When you connect, you control your emails. No more forwarding invoices to random email addresses. Your emails never leave your inbox, and you get a native connection that keeps track of where every invoice comes from. This feature replaces the chaos of manual forwarding and ensures that end of the month, you have all invoices already organized.

Retroactive Scanning

When you connect to Tailride, you can choose to retroactively search for past invoices in your inbox. Whether you need to find all your 2024 invoices, catch up on this quarter, or just scan last month, the choice is yours. You can select from options like This Month, This Quarter, This Year, All Time, or a Custom Range. This feature is a lifesaver when invoices pile up and chaos begins. It eliminates the nightmare of hunting for the 942 missing invoices at the end of the quarter or worse, asking colleagues to resend them.

Online Portals and Chrome Extension

Tailride includes a Chrome extension that lets you extract invoices from any website with one click. It works with over 20 platforms including Amazon, Meta Ads, Adobe, Notion, ChatGPT, Microsoft, and more. This means you can grab invoices from all your business subscriptions and ad platforms without manually downloading and uploading files. The extension is designed to save you time and eliminate the tedious process of logging into each portal separately. It replaces tools like GetMyInvoices and handles the sh*t your accountant doesn't want to deal with.

AI Processing and Custom Rules

Tailride uses intelligent document recognition to automatically process every invoice it finds. You can set up customizable AI rules to automatically categorize expenses, assign them to projects, or forward them to specific folders in Google Drive or your accounting software. The AI learns your patterns and gets smarter over time. This feature ensures that 100% of invoices are automatically captured and categorized, eliminating manual data entry for your team. You can also link as many users as you want, making it easy for employees to keep track of their expenses.

Use Cases of Tailride

For Business Owners with Multiple Subscriptions

If you run a business with subscriptions to Amazon, Meta Ads, Adobe, Notion, ChatGPT, and other platforms, you know the pain of tracking down invoices from each service. Tailride's Chrome extension lets you extract invoices from all these portals with one click. Combined with inbox scanning, it automatically captures every invoice that hits your email. You can set custom rules to categorize expenses by platform or project, and forward everything to your accountant or Google Drive. No more logging into ten different websites at the end of the month.

For Accountants Managing Multiple Clients

Accountants with more than ten clients face a nightmare of scattered invoices, missing documents, and endless follow-ups. Tailride allows you to connect each client's inbox and retrieve all their invoices in seconds. You can retroactively scan for past invoices, set up custom categorization rules for each client, and integrate directly with QuickBooks or Xero. The bank reconciliation feature matches transactions with invoices and identifies missing documents, so you never miss a thing. Your clients will love you, and you'll save hundreds of hours every month.

For Fast-Growing Companies with Many Employees

As your company scales, so does the volume of invoices. Employees make purchases, submit expenses, and forward receipts in a chaotic mess. Tailride lets you invite your entire team to connect their inboxes. The platform monitors all inboxes and captures every invoice automatically. Employees can also take pictures of physical receipts and send them to the Telegram or WhatsApp bot for processing. You get full visibility into where invoices come from, and you can set up rules to route expenses to the right department or project. It eliminates the "I thought someone else handled it" problem.

For Anyone Who Hates Manual Data Entry

If you're tired of manually entering invoice data into spreadsheets or accounting software, Tailride is your savior. The AI automatically extracts all relevant information from invoices, including vendor, amount, date, and line items. It then categorizes them based on your custom rules and forwards them to QuickBooks, Xero, or Google Drive. You can set it up once and forget about it. Within seven days, you can go from extracting your first invoice to having 100% of invoices automatically captured. No more manual data entry for your team.

Frequently Asked Questions

How does Tailride connect to my email inbox?

Tailride connects natively to your email inbox using Gmail, Outlook, or IMAP protocols. When you sign up, you authorize Tailride to access your inbox. Your emails never leave your inbox, and Tailride only scans for invoice-related content. You can also connect your colleagues' inboxes to capture invoices from the entire team. The connection is secure and you maintain full control over your data.

Can Tailride find invoices from past months or years?

Yes. Tailride includes a retroactive scanning feature that lets you search for past invoices in your inbox. You can choose from options like This Month, This Quarter, This Year, All Time, or a Custom Range. This is incredibly useful for catching up on missed invoices or preparing for tax filings. Just connect your inbox and select the time range you want to scan.

What happens to physical paper receipts?

Tailride handles paper receipts too. You can take pictures of your physical receipts and send them to our Telegram or WhatsApp bot. The AI will process these receipts and add them to your dashboard. You can link as many users as you want, making it easy for employees to submit their paper expenses without any hassle.

Does Tailride integrate with my accounting software?

Yes. Tailride offers seamless integrations with QuickBooks, Xero, Google Drive, and more. The platform automatically forwards processed invoices to your accounting software, eliminating the need for manual data entry. It also includes bank reconciliation features that match transactions with invoices and identify missing documents. This ensures your books are always accurate and up to date.

Pricing of Tailride

Tailride offers a free tier that lets you get started with no credit card required. You can sign up with Google and start extracting your first invoice in seconds. For advanced features like unlimited inbox connections, custom AI rules, integrations, and team collaboration, Tailride has paid plans. Pricing is designed to scale with your business, whether you are a solo entrepreneur or an accountant managing multiple clients. Visit the Tailride website for the latest pricing details and to explore the plan that fits your needs.

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