Bitskout

Bitskout is an AI-powered data extraction tool that automates the process of extracting information from documents and emails. It streamlines manual data entry into Asana projects by creating plugins that extract data from various sources, enabling teams to automate their workflows and improve efficiency.

Key features:

- Automated Data Extraction: Extracts data from documents and emails to automate manual data entry into Asana projects.
- Ready-Made Templates: Offers 40+ pre-built templates for various types of data, including invoices, purchase orders, CVs, and business cards.
- Custom Plugin Creation: Allows users to create their own plugins by providing examples and specifying desired data extraction parameters.
- Asana Integration: Seamlessly integrates with Asana, enabling automated data entry into projects without technical complexity.
- Efficient Data Collection: Minimizes back-and-forth communications by automating the process of collecting customer information and documents.
- Client Experience Enhancement: Provides an efficient data collection process that respects clients' time and streamlines interactions.
- Task Automation: Minimizes repetitive actions like document double-checking and provides proactive notifications for each step.
- Opportunity Identification: Unlocks new insights and consulting opportunities from customer data through automated analysis.
- QuickBooks Integration: Automatically extracts data from documents into CSV format or directly into QuickBooks, compiling all client responses into a single report.
- AI-Assisted Analysis: Analyzes documents and responses to provide tips and identify opportunities for high-level consulting services such as CFO or tax auditing.

How it works:

1. Users select a pre-built template or create a custom plugin for data extraction.
2. The tool processes documents and emails to extract relevant information.
3. Extracted data is automatically entered into Asana projects or other integrated systems.
4. The system provides notifications and insights based on the extracted data.

Integrations:

Asana, QuickBooks

Use of AI:

Bitskout employs AI technology to analyze documents, extract relevant data, and provide insights based on the processed information. The AI capabilities enable automated data entry, document verification, and the identification of potential consulting opportunities.

Target users:

- CPAs
- Tax preparers
- Auditors
- Teams requiring automated data extraction and entry

How to access:

Bitskout is available as a web-based application, allowing users to access the tool from various devices without the need for specialized software installation.