# Tailride 自動從收件匣、入口網站和銀行對帳單收集發票與收據 - Findings24: - 網站: - 價格: Freemium - 分類: AI文件擷取, AI 會計助理, AI 文件助理 ## 什麼是 Tailride？ 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. ## Tailride 能做什麼？ ### 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. ## 使用情境 ### 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. ## 常見問題 ### 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. ## 快速資訊 - **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