Tailride

Tailride is an AI-powered accounting automation platform designed to eliminate the manual chaos of invoice and receipt management for businesses and accounting professionals. Unlike the dozens of simple receipt-scanning apps on the market, Tailride takes a fundamentally different approach: it connects natively to your email inbox, automatically detects and extracts invoices and receipts from emails and attachments, and processes them with intelligent document recognition. The platform goes far beyond basic photo scanning by offering retroactive inbox scanning to find past invoices, a Chrome extension for one-click extraction from over 20 online platforms including Amazon, Meta Ads, Notion, ChatGPT, and Adobe, and customizable AI rules for automatic categorization. Tailride integrates seamlessly with major accounting software like QuickBooks and Xero, as well as cloud storage solutions like Google Drive. It also features robust bank reconciliation capabilities that match transactions with invoices and identify missing documents. Built for fast-growing companies, accountants managing multiple clients, and teams who want to forget about invoice processing entirely, Tailride replaces tools like Wellybox, SparkReceipt, and GetMyInvoices by offering a more comprehensive, inbox-native solution. The platform works with Gmail, Outlook, and any IMAP-enabled email client, and supports handling paper receipts through Telegram and WhatsApp bots. With Tailride, businesses can achieve 100% automatic invoice capture within days, saving hundreds of hours every month and ensuring their accountants are always happy.

Inbox Scanning

Tailride monitors your email inbox and your colleagues' inboxes to keep all incoming invoices up to date automatically. It detects invoices regardless of format whether they arrive as PDF attachments, images, within the email body itself, or behind URLs. This feature eliminates the need for forwarding invoices to random email addresses, a process that often leads to lost documents and confusion. With native inbox connection, your emails never leave your inbox, and you can connect multiple team members to maintain full visibility. The system tracks exactly where each invoice comes from, providing complete audit trails. When the end of the month or quarter arrives, all invoices are already organized and ready for your accountant, eliminating the frantic scramble to find missing documents.

Retroactive Scanning

When you connect to Tailride, you gain the ability to search for past invoices across your entire email history. This retroactive scanning feature allows you to choose specific time ranges, including this month, this quarter, this year, all time, or custom date ranges. Whether you need to find all 2024 invoices for tax filings or just catch up on the current month, the choice is yours. This capability is particularly valuable for businesses that are onboarding mid-year or need to reconcile historical expenses. The scan processes your existing inbox data without requiring any manual forwarding or uploading, making it effortless to bring years of invoice data into the system within seconds.

Online Portals and Chrome Extension

Tailride includes a powerful Chrome extension that enables one-click invoice extraction from over 20 online platforms, including Amazon, Meta Ads, Adobe, Notion, Microsoft, ChatGPT, and many more. This feature saves significant time for businesses that regularly purchase services or products from these platforms and need to capture invoices for accounting purposes. Instead of manually downloading invoices from each portal, the extension automatically extracts the relevant data and sends it to your Tailride dashboard. This eliminates the tedious process of navigating multiple websites, finding invoice download links, and manually entering data. The extension integrates seamlessly with the rest of the platform, ensuring all invoices are captured in one central location.

AI Processing and Custom Rules

Tailride employs intelligent document recognition powered by AI to automatically process extracted invoices and receipts. Beyond basic data extraction, the platform offers customizable AI rules that allow businesses to set up automatic categorization based on their specific needs. You can define rules for how different types of invoices should be classified, tagged, and organized. This automation extends to forwarding invoices to accounting software like QuickBooks and Xero, or to cloud storage services like Google Drive. The AI learns from your preferences over time, becoming more accurate and efficient. This feature transforms invoice processing from a manual, error-prone task into a fully automated workflow that requires minimal human intervention.

End-of-Quarter Invoice Reconciliation

For businesses facing the quarterly scramble to find hundreds of missing invoices, Tailride provides an elegant solution. When the end of the quarter arrives and you need to locate 942 invoices scattered across team member inboxes, the platform's retroactive scanning and inbox monitoring capabilities kick in. It automatically finds all invoices from the specified period, organizes them by date and vendor, and makes them available for your accountant. This eliminates the need to ask colleagues to resend invoices or dig through email archives manually. The bank reconciliation feature then matches these invoices against actual transactions, identifying any missing documents that still need to be located. This use case is particularly valuable for fast-growing companies where invoice volume increases rapidly and manual processes quickly become unmanageable.

Employee Expense Management

Companies with multiple employees who generate expenses can use Tailride to streamline the entire expense reporting process. Team members can connect their individual inboxes to the platform, and any invoices they receive via email are automatically captured and categorized. For paper receipts, employees can simply take photos and send them to Tailride's Telegram or WhatsApp bot, which processes the images and adds them to the dashboard. This eliminates the need for employees to fill out expense reports, save paper receipts, or manually forward invoices to accounting. The finance team gains complete visibility into all expenses across the organization, and the AI rules ensure consistent categorization according to company policy. This use case saves hundreds of hours of administrative work every month.

Accountant Client Management

Accountants managing ten or more clients can leverage Tailride to transform their workflow. Instead of receiving disorganized email attachments and paper receipts from multiple clients, accountants can invite each client to connect their inbox to the platform. Tailride automatically extracts and categorizes all invoices, then integrates directly with accounting software like QuickBooks or Xero. The reconciliation feature matches transactions against invoices, flagging any discrepancies or missing documents. This allows accountants to focus on higher-value advisory work rather than data entry and document chasing. The platform's ability to handle different clients with custom rules and categorization makes it ideal for accounting firms that need to maintain separate workflows for each client while using a single tool.

Automated Invoice Archiving for Compliance

Businesses that need to maintain organized invoice archives for tax compliance and audits can use Tailride to automate this process entirely. The platform automatically captures every invoice received via email, extracts invoices from online platforms using the Chrome extension, and processes paper receipts through the bot system. All documents are then automatically forwarded to Google Drive or other cloud storage services, organized by date, vendor, and category. This creates a complete, searchable archive that is always up to date. When tax season arrives or an audit occurs, all invoices are readily available without any manual preparation. The AI rules ensure consistent naming conventions and folder structures, making it easy to locate specific documents quickly. This use case eliminates the stress and time associated with tax filing and audit preparation.

How does Tailride connect to my email inbox?

Tailride connects natively to your email inbox using a secure, read-only connection. It works with Gmail, Outlook, and any email provider that supports IMAP. When you connect, you grant Tailride permission to scan your inbox for invoice-related emails. Your emails never leave your inbox, and the connection is fully encrypted. You can also connect your colleagues' inboxes to ensure all invoices across the organization are captured. Unlike older solutions that require forwarding invoices to a random email address, Tailride's native connection provides a seamless, secure, and reliable experience. The platform respects your privacy and only accesses emails that contain invoice or receipt data.

Can Tailride find invoices from past months or years?

Yes, Tailride offers retroactive scanning that allows you to search for past invoices across your entire email history. When you connect your inbox, you can choose to scan for invoices from this month, this quarter, this year, all time, or specify a custom date range. This feature is particularly useful when onboarding mid-year or when preparing for tax filings that require historical data. The system processes your existing inbox data without requiring any manual forwarding or uploading. You can run retroactive scans at any time, giving you complete control over which time periods to include.

What online platforms does the Chrome extension support?

The Tailride Chrome extension supports one-click invoice extraction from over 20 online platforms, including Amazon, Meta Ads, Adobe, Notion, Microsoft, ChatGPT, and many more. The extension automatically detects when you are on a supported platform and enables you to extract invoices with a single click. The extracted data is sent directly to your Tailride dashboard, where it is processed and categorized by the AI. This eliminates the need to manually download invoices from each platform and then upload them to your accounting system. The list of supported platforms is continuously expanding based on user needs.

How does Tailride handle paper receipts?

Tailride handles paper receipts through dedicated Telegram and WhatsApp bots. Simply take a photo of your physical receipt and send it to the bot. The AI processes the image, extracts the relevant data, and adds the receipt to your dashboard. You can link as many users as you want to the bot, making it easy for employees to submit their paper receipts from anywhere. This feature ensures that even non-digital invoices are captured and organized alongside your email and online portal invoices, creating a complete and unified invoice management system.