Tailride

Tailride is invoice and receipt automation software for collecting documents from inboxes, web portals, receipts, and bank statements. It helps individuals, finance teams, and accounting firms organize invoices and route them into accounting workflows.

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Overview

Tailride is invoice and receipt automation software that collects documents from email inboxes, online portals, paper receipts, and bank statements. It is built to reduce manual invoice handling by extracting invoice data, organizing files, and sending them into accounting or storage workflows.

The product connects directly to Gmail, Outlook, and IMAP inboxes, supports retroactive searches for past invoices, and offers browser-based portal extraction, AI-based processing rules, and reconciliation against bank data. A pricing page and a dedicated accountant page show that the platform is available on subscription plans and also offers a free tier and practice-oriented plans for firms with multiple clients.

Features

Inbox scanning

Connect Gmail, Outlook, or IMAP inboxes so Tailride can monitor incoming mail and extract invoices without forwarding them to another address.

Retroactive invoice scanning

Search back through past mail to collect older invoices, with time ranges such as this month, this quarter, this year, all time, or a custom range.

Online portal extraction

Use the browser extension to pull invoices from portals such as Amazon, Meta Ads, Adobe, Notion, Microsoft, and ChatGPT, then store them on the dashboard.

Exports and integrations

Route extracted invoices to accounting tools or storage destinations such as QuickBooks, Xero, Google Drive, Google Sheets, OneDrive, and Business Central.

AI rules engine

Apply AI rules to classify documents, set due dates, adjust tax rates, tag personal expenses, and exclude or reclassify specific senders or document types.

Bank reconciliation

Upload bank statements in PDF or CSV format so Tailride can compare transactions with invoices and identify missing records.

Use Cases

Capture invoices from email
Monitor connected inboxes to find invoices as they arrive, including messages with PDF attachments, images, invoice text in the email body, or links behind a URL.
Pull invoices from web portals
Use the browser extension to retrieve invoices from web services that do not email them, then collect them in one dashboard for later export.
Backfill older invoices
Scan historical mail by month, quarter, year, or custom range when you need to catch up on missing records or close a reporting period.
Match invoices to bank data
Upload bank statements and compare them with captured invoices to identify missing expenses and reconcile transactions.
Run a multi-client accounting practice
Manage invoices across multiple client accounts from a single dashboard, with support for unlimited team members and firm-level workflows.

Pros and Cons

Pros

Covers multiple collection paths, including inboxes, portals, receipts, and bank statements.
Supports major email providers and common accounting destinations such as QuickBooks, Xero, Google Drive, and Google Sheets.
Includes retroactive scanning, which helps teams catch up on past invoices without starting from zero.
Offers AI rules for categorization and exception handling instead of relying only on simple extraction.
Provides a separate accounting-firm program with shared dashboards and multi-client workflows.

Cons

Some pricing and usage details are only available through plan tables, so fit may depend on invoice volume and connected inbox count.
Advanced firm and practice options are clearly available, but some features appear to require specific plans or add-ons rather than the base tier.

FAQ

Can I change plans later?

Yes. The pricing page says you can upgrade or downgrade at any time, with prorated billing applied to the change.

What happens if I exceed my plan limit?

If you exceed your invoice limit, Tailride still works, but you cannot process additional invoices until the next billing cycle begins or you move to a higher plan.

Is there a free trial or free plan?

Yes. The pricing page says Tailride offers a free tier with up to 10 monthly invoices that you can use indefinitely.

Does Tailride offer add-ons?

Tailride supports annual billing discounts and also offers monthly pricing on the pricing page, with additional add-ons such as Email Routing and one-time credit bundles.

Quick Facts

Category: Invoice and receipt automation
Primary users: Individuals, finance teams, and accounting firms
Website: get-invoice.com
Pricing: Free tier plus paid plans
Core workflows: Inbox scanning, portal extraction, AI processing, reconciliation
Integrations: QuickBooks, Xero, Google Drive, Google Sheets, OneDrive, Business Central