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Harold

Extracts, validates and corrects supplier and customer documents before they reach yourERP

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Harold is a document processing tool that extracts structured data from invoices, receipts, purchase orders and statements, validates it against business rules, and exports clean, import-ready files to an ERP, accounting tool, spreadsheet or Zapier flow. Documents can be uploaded directly or forwarded to a unique Harold inbox, and supplier aliases can be mapped to internal supplier IDs once and reused.

Core capabilities include a rules engine for IF checks, formulas and conditional logic; supplier mapping; output templates for CSV, Excel, JSON and webhooks; and line-item validation covering quantities, unit prices and line totals. Integrations include Zapier, Google Sheets, Excel, and ERPs such as Sage, Pegasus, SYSPRO and WinMan.

Harold is aimed at accountants, operations teams and SMEs. It is packaged as a free plan, with paid editions including Standard, Premium and Enterprise, each with monthly document extraction allowances, document boxes, automations, output templates and support levels.

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