Harold
Flexible Automation for New & Legacy ERPs — Stop bad data entering your business.
What is Harold?
Harold is an AI-powered document automation platform designed to extract, validate, and fix data from invoices, receipts, purchase orders, and other financial documents before they enter your ERP or accounting system. It combines OCR and machine learning with a customizable rules engine, supplier mapping, and output templates to ensure clean, accurate data. The platform aims to eliminate manual data entry and prevent bad data from corrupting business workflows.
SpecificationsAI-estimated
Key Features of Harold
Use Cases for Harold
Automated invoice processing for accounts payable
Automatically extract invoice details (supplier, totals, VAT) and validate against line items before posting to accounting software, reducing manual data entry.
Purchase order automation for operations
Extract line items, quantities, and prices from purchase orders and validate them before routing to the ERP system for procurement.
Streamlining supplier document handling for SMEs
Forward supplier emails with attachments to Harold's inbox; Harriet extracts data and sends clean records to Sheets or accounting tools, eliminating manual re-typing.
Preventing bad data from entering your ERP
Set rules to flag mismatched totals or missing fields, ensuring only accurate data enters the business systems.
How to use Harold?
Upload or email documents
Drop documents into your unique Harold inbox (via upload or email forwarding).
Harold extracts data
Harold's AI extracts structured data: headers, totals, line items, references.
Rules validate automatically
Configured rules validate the data, flagging or fixing issues like mismatched totals or missing fields.
Export or auto-send
Export clean data to CSV, Excel, ERP, or Zapier, or set up auto-send for seamless integration.
Pros & Cons of Harold
Pros
- AI extracts data from any document type with confidence scores
- Built-in validation checks catch errors before they enter your ERP
- No consultants or setup calls — instant self-serve onboarding
- Supplier mapping and output templates streamline data standardization
- Generous free trail (train your first document free) to test accuracy
- Flexible pricing with a founder rate locked forever
- Zapier integration enables automation with 5,000+ apps
- Saves significant time — claims up to 35 hours/month on Enterprise
Cons
- Limited free tier — only 25 document extractions per month for free users, which may not be enough for testing with real volume.
- No phone support — only email support even on Premium and Enterprise plans.
- Setup relies on learning the rules engine and templates, which could have a learning curve for non-technical users.
- Pricing tiers may be restrictive for high-volume needs beyond 3,000 documents per month on the Enterprise plan.
- Dependence on AI accuracy — if extraction confidence is low, manual review may still be needed, reducing time savings.
Frequently Asked Questions
How does Harold work?
Harold extracts data using AI from any document (invoices, receipts, POs), validates it against custom rules (e.g., totals matching), and automatically exports clean data to your ERP, accounting tool, or Zapier integration.
Does Harold integrate with my existing accounting software?
Yes, Harold integrates with Xero, QuickBooks, and other ERPs via CSV/Excel export, webhooks, and Zapier, allowing you to route data to your preferred systems.
What makes Harold different from other document extraction tools?
Harold uses a rules engine (IF/THEN logic), supplier mapping, line-item validation, and output templates to not just extract data but also catch errors and transform data to match your business requirements.
How do I get started with Harold?
You can start by uploading or emailing a document to your unique Harold inbox. Train it by correcting any errors, and Harold will learn from the corrections. No consultants or setup calls needed.
What does the pricing include?
Standard plan includes 250 document extractions per month, 3 document boxes, 5 automations, 10 output templates, rules engine, CSV/Excel export, and Zapier integration. Higher tiers offer more volume and features.
Pricing Overview
View full pricing →All prices are listed in GBP (£) and billed monthly. No annual pricing is shown on this page. No free tier is explicitly listed; free trials are available via 'Start free' prompts but are not a distinct pricing plan.
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