Documentation
How Outworx works · What it extracts · Integrations
Platform Overview
Outworx is a document processing platform for accountants and businesses. It automates the extraction, classification and review of financial documents — invoices, receipts and bank statements — using AI that reads both printed and handwritten content.
Documents can be sent by direct upload, email forwarding or WhatsApp. Outworx supports multi-client management for practices, and posting to Xero and other accounting software.
How it works
Upload in the app, forward by email, or send a photo on WhatsApp.
Supplier, dates, line items and totals are read from invoices, receipts and bank statements.
Duplicates are flagged, and bank statement balances are checked.
Everything lands in a review queue. You check and edit before anything leaves Outworx.
Approved documents post to your accounting software with the source file attached.
Ingestion Channels
Web Upload
Drag-and-drop or file picker in the Documents page. Supports PDF, JPEG, PNG, WebP.
Email Forwarding
Forward documents to your dedicated Outworx inbox. Attachments are processed automatically.
Send photos of receipts/invoices to +44 7414 141631 on WhatsApp. Documents are automatically extracted and saved.
What Outworx extracts
- Single & multi-invoice PDFs
- Receipts, including handwritten ones
- Bank statements with balance checks
- Supplier details
- Line items, credits & discounts
- Confidence score on every field
Suggested categories
Outworx suggests one of these categories for each document to speed up review. You can change it, and when you post, accounts and tax rates come from your own ledger.
Xero integration
Connecting, mapping, posting, troubleshooting and disconnecting.
Read the Xero guide →Security & data protection
Hosting, encryption, access controls and our Data Processing Agreement.
Read about security →