Tailride

Tailride is an AI-powered accounting automation platform designed to eliminate the manual drudgery of invoice and receipt management. It connects directly to your email inbox, automatically detecting and extracting invoices and receipts from emails, attachments, and embedded URLs. The platform uses intelligent document recognition to process these documents, categorizing them with customizable AI rules. Tailride is built for business owners, finance teams, and accountants who want to completely forget about chasing invoices. It replaces outdated methods like forwarding emails to random addresses or using basic receipt scanning apps that lack deep integration. The core value proposition is simple: connect your inbox, and Tailride finds, extracts, and organizes every invoice for you. It offers retroactive scanning to catch up on past invoices, a Chrome extension for one-click extraction from over 20 online portals like Amazon, Meta Ads, and Notion, and seamless integrations with accounting software like QuickBooks and Xero, as well as Google Drive for storage. Beyond extraction, Tailride provides bank reconciliation features that match transactions with invoices and identify missing documents, ensuring your books are always accurate. It is trusted by teams worldwide for its ability to save hundreds of hours per month by automating the entire invoice lifecycle from inbox to accounting software.

Inbox Scanning and Monitoring

Tailride connects natively to your email inbox, including Gmail, Outlook, and any IMAP-enabled service. It continuously monitors for incoming invoices, whether they are attached as PDFs, embedded in the email body, or linked behind a URL. You can also connect your colleagues inboxes to ensure no invoice is ever missed. This eliminates the chaos of forwarding emails and the risk of lost documents, keeping all incoming invoices organized and up to date without any manual effort.

Online Portal Extraction via Chrome Extension

Tailride includes a powerful Chrome extension that enables one-click invoice extraction from over 20 online platforms. This includes Amazon, Meta Ads, Adobe, Notion, Microsoft, ChatGPT, and more. Instead of logging into each portal and manually downloading invoices, you simply click the extension while on the website. Tailride automatically captures the invoice data and adds it to your dashboard, saving significant time for businesses that purchase services or products from multiple online vendors.

AI Processing and Customizable Rules

The platform uses intelligent document recognition to automatically process extracted invoices and receipts. It reads key data points like vendor, date, amount, and line items. Beyond basic recognition, Tailride allows you to set up customizable AI rules for automatic categorization. You can define rules based on vendor, amount, or other criteria to sort invoices into specific categories or assign them to the correct project or department. This ensures your accounting data is organized exactly how your business needs it.

Bank Reconciliation

Tailride includes bank reconciliation features that automatically match bank transactions with your extracted invoices. The system identifies which invoices have been paid and which are still outstanding. It also flags missing documents by detecting transactions in your bank feed that do not have a corresponding invoice. This provides a complete picture of your financial status, reduces the risk of errors, and makes end-of-month and end-of-quarter close processes significantly faster and more accurate.

End-of-Quarter Invoice Catch-Up

For businesses facing the end of a quarter, Tailride solves the problem of locating hundreds of missing invoices. By using the retroactive scanning feature, you can search your entire inbox for the past quarter, year, or any custom date range. Tailride finds every invoice, regardless of format, and organizes them instantly. This replaces the stressful process of asking colleagues to resend documents or manually searching through thousands of emails.

Employee Expense Management

Tailride makes it easy for teams to manage expenses without burdening the finance department. Employees can take pictures of physical receipts and send them to Tailride via a Telegram or WhatsApp bot. The platform processes these images and adds them to the central dashboard. You can link as many users as you want, giving employees a simple way to submit expenses while giving finance full visibility and control over all receipts.

Automated Workflow for Online Purchases

A company that regularly buys services from Amazon, Meta Ads, and Notion can use the Chrome extension to extract invoices in seconds. As team members make purchases, they click the extension to capture the invoice directly into Tailride. Custom AI rules then automatically categorize each invoice by vendor or project. The invoices are then forwarded to QuickBooks or Xero and stored in Google Drive, creating a completely automated workflow from purchase to accounting record.

Accountant Collaboration and Tax Filing

Accountants with multiple clients can use Tailride to streamline tax filings. By inviting clients to connect their inboxes, the accountant gains instant access to all organized invoices. The platform ensures 100% of invoices are captured, eliminating manual data entry and the back-and-forth of requesting documents. This makes the accountant the happiest person in the company, as they can focus on analysis and strategy rather than chasing paper.

How does Tailride connect to my email?

Tailride connects natively to your email inbox using a secure OAuth connection. It works with Gmail, Outlook, and any email provider that supports IMAP. Your emails never leave your inbox; Tailride only scans for invoice-related content. You control the connection and can revoke access at any time. No more forwarding invoices to random email addresses.

Can Tailride find invoices from before I signed up?

Yes, Tailride offers a retroactive scanning feature. When you connect your inbox, you can choose to scan for past invoices from a specific time period. Options include this month, this quarter, this year, all time, or a custom date range. This is perfect for catching up on overdue invoices or preparing for an upcoming tax filing without manual searching.

What online portals does the Chrome extension support?

The Chrome extension supports one-click extraction from over 20 platforms, including Amazon, Meta Ads, Adobe, Notion, Microsoft, ChatGPT, and more. The list is continuously expanding. To use it, simply install the extension, navigate to the website where you need an invoice, and click the Tailride icon. The invoice data is automatically captured and added to your dashboard.

Does Tailride integrate with my accounting software?

Yes, Tailride offers seamless integrations with popular accounting software including QuickBooks and Xero. It also integrates with Google Drive for document storage. After extracting and processing your invoices, Tailride can automatically forward the data and documents to your chosen platform, ensuring your books are always up to date without manual data entry.