CloseSoftware & SaaS

Close invoices collected for you

Quit digging through email for Close invoices every month. belege.ai hunts them down, pins each one to the right bank transaction, and keeps the paper trail in one place.

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A visual mock-up of the belege.ai Mac app with sample data — not an actual Close receipt or a screenshot of a customer account. It doesn't show an active connection.

From the charge to the receipt in three quick steps

  1. 1

    Hook up the right source

    Link Gmail, Outlook, or IMAP — or forward one Close invoice to your personal belege.ai address and you're set.

  2. 2

    The Close receipt gets picked up

    The moment a Close charge shows up in your bank account, the agent goes after the matching receipt — even if it only becomes available later.

  3. 3

    Tied to the payment

    The receipt lands on the right transaction, ready for the monthly package or your bookkeeper handover.

Close receipts, pulled from where they actually live

  • Fished out of your inbox

    Close invoices are emailed for each billing period; belege.ai imports the original PDF and matches it to the subscription transaction.

  • Kicked off by a missing receipt

    belege.ai starts from the bank charge and goes looking for the one Close receipt that matches it.

Why every Close receipt gets pinned to its payment

  • No more folder archaeology

    Your open bank transactions are the to-do list. The agent knows which charge still needs a document — you never have to comb through portals and email folders yourself.

  • Daily sweep, targeted hunt

    By default, AI checks new email for receipts once a day. If a charge still has no document, the agent hunts for the one receipt that fits it: amount, date, counterparty, and context. You can switch the daily sweep off for any inbox, or let the Mac app check Gmail right on your device with Apple Intelligence.

  • Bookkeeper-ready

    The PDF, receipt date, amount, and payment context travel together — ready for the monthly close and the handover to your bookkeeper.

  • Gaps stay on the radar

    When the original document can't be found, the transaction stays visible and traceable — nothing gets quietly filed away.

Your Close invoices, minus the monthly scramble

How do I put Close invoice collection on autopilot?

belege.ai keeps an eye on your bank transactions for missing receipts and pulls the matching Close invoice from the connected source. Depending on the vendor, that's email, forwarding, an API, or the browser agent.

What if the Close receipt only shows up later?

The agent keeps the charge open, waits for the receipt, and retries. If the original truly can't be found, belege.ai can propose a documented substitute receipt as a fallback.

Can my bookkeeper work with the Close receipts directly?

Yes. Each receipt is matched to its transaction and goes into the monthly package or a login-free link your bookkeeper can open — no account needed.

Stop chasing Close invoices yourself

Two minutes to set up. Free to start — no credit card required.

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