Tailride

Tailride is an AI-powered accounting automation platform designed to make invoice and receipt management effortless. It acts as your intelligent financial assistant by connecting directly to your email inbox, where it automatically scans for, detects, and extracts invoices and receipts from emails and their attachments. Forget manual data entry and chaotic searches at the end of the quarter. Tailride's smart document recognition processes everything, whether documents are PDFs, images, or even links within an email body. It's built for business owners, finance teams, and accountants who want to save hundreds of hours annually. Beyond inbox scanning, Tailride offers a powerful Chrome extension to pull invoices from over 20 online platforms like Amazon and Meta Ads with one click. It seamlessly integrates with tools like QuickBooks, Xero, and Google Drive, and completes the loop with bank reconciliation features to match transactions and spot missing documents. The core promise is simple: connect, automate, and forget about the manual grind of invoice management.

Inbox Scanning & Monitoring

Tailride connects natively to your email (Gmail, Outlook, IMAP) and continuously monitors your inbox and your colleagues' inboxes. It automatically finds and extracts invoices and receipts, no matter where they hide—in PDF attachments, image files, email bodies, or behind URLs. You can also perform retroactive searches for past invoices by month, quarter, year, or a custom date range, ensuring you never lose a document again.

One-Click Online Portal Extraction

With the Tailride Chrome extension, extracting invoices from online services becomes a one-second task. Instead of manually downloading from each platform, you can click once to capture invoices from over 20 apps including Amazon, Meta Ads, Notion, Adobe, Microsoft, and ChatGPT. This feature centralizes all your digital purchase records without ever leaving your browser.

Customizable AI Rules & Workflows

Go beyond simple extraction. Tailride allows you to set up custom AI-powered rules to automatically categorize invoices, assign them to specific projects or clients, and forward them to predefined destinations like your accountant's email or a specific Google Drive folder. This automates your unique business workflows, eliminating manual sorting and filing.

Seamless Integrations & Reconciliation

Tailride fits perfectly into your existing tool stack. It integrates directly with accounting software like QuickBooks and Xero, and cloud storage like Google Drive. Its bank reconciliation feature then matches bank transactions with the extracted invoices, helping you identify any missing documents and ensuring your books are always accurate and up-to-date.

For Fast-Growing Companies

Fast-growing companies deal with a high volume of transactions from multiple sources. Tailride eliminates the manual work by automatically capturing 100% of invoices from all connected inboxes and online portals. This ensures nothing is missed for tax filings, keeps financial records organized from day one, and saves the finance team hundreds of hours every month.

For Accountants & Bookkeepers

Accountants managing multiple clients can invite each client to connect their inbox. Instead of chasing clients for missing invoices or dealing with forwarded emails, accountants get a clean, organized dashboard of all client documents. This leads to faster book closing, more accurate records, and much happier accountant-client relationships.

For Team Expense Management

Simplify employee expense reporting. Team members can simply forward receipt emails or send pictures of physical receipts via Telegram/WhatsApp to Tailride. The AI processes them, and all expenses are centralized in one dashboard. This gives finance leaders clear visibility and control over company spending without manual data entry.

For Quarterly & Year-End Closing

Avoid the quarterly panic of searching for hundreds of missing invoices. With Tailride, all invoices are captured and organized as they arrive. When it's time to close the books, everything is already categorized and ready. You can run a retroactive scan for any period to ensure completeness, making financial reporting smooth and stress-free.

What email providers does Tailride work with?

Tailride works with all major email clients using a secure, native connection. This includes Gmail, Outlook, and any other provider that supports IMAP. Your emails never leave your inbox; Tailride simply scans them for financial documents with your permission.

How does Tailride handle paper receipts?

Tailride makes processing physical receipts easy. You can take a picture of a paper receipt and send it directly to Tailride's dedicated Telegram bot or WhatsApp number. The AI will extract the key details and add the digital record to your dashboard, just like an emailed invoice.

Is my financial data secure with Tailride?

Yes. Security is a priority. Tailride uses secure, read-only connections to your email and integrates with platforms using official APIs. Your sensitive financial data is processed securely and is never stored unnecessarily. You maintain full control over your information.

Can I connect multiple team members' inboxes?

Absolutely. You can invite as many colleagues as you need to connect their email inboxes to your Tailride workspace. This ensures all company invoices, regardless of who receives them, are automatically captured and centralized in one organized location for the finance team.