Document intelligence for accounting firms會計師事務所的文件智能系統

Your clients' paperwork, collected, read, and posted — without the chasing.「客戶的單據,自動收集、識別、入帳——毋須再追。」

Gill Intelligence gathers invoices and receipts from your clients over WhatsApp and email, reads them in English and Chinese, checks them, and delivers clean entries into your workflow. Your team reviews and clicks post.「Gill Intelligence 透過 WhatsApp 及電郵收集客戶的發票與單據,自動識別中英文內容,逐一核對,並生成整齊的帳目條目。您的同事只需覆核,一按過帳。」

Book a 15-minute demo預約 15 分鐘示範 See how it works ↓了解運作方式 ↓
GILL INTELLIGENCE — CLIENTS
Clients客戶
5 CLIENTS · ALL CLIENTS IN THE FIRM5 個客戶 · 事務所全部客戶
SEPTEMBER 2026
CLIENT客戶
DOCS文件
STATUS狀態
Wing Tai Trading Ltd
24
Complete已齊
Golden Harvest
17
Review待覆核
Marina Bay Supplies Pte
31
Complete已齊
Golden Peak Interiors
9
Missing未齊
Pearl River Logistics
12
Complete已齊
CLIENT DASHBOARD客戶總覽
No uploads. No portals. No chasing.毋須上載。毋須平台。毋須追。

A WhatsApp photo becomes a posted entry.「一張 WhatsApp 相片,直接變成已過帳的條目。」

Golden Harvest
WHATSAPP
Invoice for last week上星期的發票
09:14
→
GILL INTELLIGENCE EXTRACTED已擷取
VENDOR供應商 Crestview Office Solutions Ltd
REFERENCE單號 INV-99210
TOTAL總額 HKD 30,040.00
ACCOUNT會計科目 429 — Office supplies辦公用品
Checks passed核對已通過
→
ACCOUNTING LEDGER會計帳簿 Xero
Crestview Office Solutions Ltd
INV-99210 · 429
HKD 30,040.00
READY待過帳 POSTED已過帳
09:15
Pulled automatically from WhatsApp and email · Read · Checked · Posted自動從 WhatsApp 及電郵收取 · 識別 · 核對 · 過帳
How it works運作方式
01 — COLLECT收集

Clients send documents the way they already do: a WhatsApp photo or an email. Our chaser follows up on anything missing, so your juniors don't have to.「客戶照常用 WhatsApp 影相或電郵傳送單據。系統會自動跟進未齊的文件,毋須同事逐個追。」

Documents are pulled in automatically the moment a client sends them — no uploading, no forwarding, no portal.「客戶一傳出,系統即時自動收取——毋須上載、毋須轉寄,亦毋須登入任何平台。」

02 — READ & CHECK識別與核對

Every document is classified and extracted — English, Traditional Chinese, handwritten, stamped. Duplicates, math errors and price jumps are flagged automatically.「自動分類及擷取每份文件——中英文、手寫、蓋印都處理。重複單據、計算錯誤、價格異動即時標示。」

03 — REVIEW & POST覆核與過帳

Your staff see pre-filled entries, fix anything highlighted, and post to your accounting software. Minutes per client, not hours.「同事只需檢查已預先填妥的條目,修正標示位置,一按過帳。每個客戶只需幾分鐘。」

GILL INTELLIGENCE — GOLDEN HARVEST
Golden Harvest
5 RECEIVED THIS MONTH · 3 IN REVIEW · 2 READY TO POST · 4 ANOMALIES本月收到 5 份 · 3 份待覆核 · 2 份待過帳 · 4 項異常
Needs your attention需要您處理
3 ITEMS3 項
3 TO REVIEW3 項待覆核 Start reviewing開始覆核
Sunrise Stationery Company HKD 5,120.00NEEDS REVIEW待覆核
Crestview Office Solutions Ltd HKD 30,040.00NEEDS REVIEW待覆核
Crestview Office Solutions Ltd HKD 30,040.00NEEDS REVIEW待覆核
ANOMALIES異常項目
The Monday morning view — every client, one screen星期一早上的全貌——所有客戶,一個畫面

Built for how your clients actually work「為客戶的實際習慣而設」

WhatsApp-native — no app for your clients to learn「WhatsApp 原生——客戶毋須學用新程式」
Reads English, 繁體中文 and mixed documents, chops and handwriting included「支援英文、繁體中文及混合文件,連公司印章與手寫字都識別」
Data hosted in Singapore, never in mainland China「數據儲存於新加坡,絕不經中國內地」
Multi-currency: HKD, SGD, USD, RMB and more「支援港幣、新加坡元、美元、人民幣等多種貨幣」
Integrations系統接入

Fits the systems you already run.「無縫接入您現有的系統」

Gill Intelligence posts approved entries directly into Xero, QuickBooks and MYOB— coded, with the source document attached. For everything else, clean CSV export drops into Excel, or whatever your practice runs today. No migration, nothing to rip out.「Gill Intelligence 會將已核准的條目直接過帳至 Xero、QuickBooks、MYOB——附上會計編碼及原始文件。其他系統則可透過整齊的 CSV 匯出,直接匯入 Excel,或您事務所現時使用的任何軟件。毋須遷移數據,亦毋須更換現有系統。」

DIRECT直接接入
Xero · QuickBooks · MYOB
VIA CSV EXPORT透過 CSV 匯出
Excel · legacy systems舊有系統

Less chasing. Less typing. Cleaner books.「少啲追數,少啲入帳,帳目更整齊。」

Firms use Gill Intelligence to cut document handling from hours per client to minutes — collection, extraction, checking and posting in one flow. See it on your own documents in a 15-minute walkthrough.「事務所使用 Gill Intelligence,將每個客戶的文件處理由數小時縮短至幾分鐘——收集、擷取、核對、過帳,一氣呵成。15 分鐘示範,即刻用您自己的文件試看。」

Book a demo預約示範
RAJ@GILLINTELLIGENCE.COM