Billie on macOS

Billie - the smart invoice assistant on macOS is an AI-powered invoicing companion that automates archiving, renaming, and organizing invoices directly on macOS. Billie analyses invoices to extract data for generating meaningful filenames, supports drag & drop workflows, and offers customizable filename patterns, destination groups, and macOS services to streamline invoice processing. It emphasizes ease of use, visual polish (including full dark mode), and time-saving automation for personal or small-business workflows.

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How Billie Works

1. Drag & Drop an invoice onto Billie.
2. Billie analyzes the invoice and extracts the necessary data to create a descriptive filename.
3. Review results to see the extracted data in a clear overview.
4. Save by choosing a Destination Group; Billie will apply configured actions.

Billie can also initiate processes via macOS Services, Open With context menu, and custom actions defined in Destination Groups.

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Key Capabilities

• Automated invoice analysis and data extraction for filenames
• Drag & Drop workflow for quick processing
• Review pane showing all extracted data
• Customizable filename patterns with token-based naming
• Destination Groups to automate a series of actions on every processed invoice
• Move invoices to different locations on your Mac
• Email invoices directly from Billie
• Automatic organization by time-based structures (months, fiscal quarters, years)
• Supplier tracking to quickly see who you work with
• Full dark mode support for day or night usage
• macOS-native integration via Services for streamlined workflows

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How to Use Billie

1. Drag & Drop your invoice onto Billie.
2. Review the extracted data and the proposed filename.
3. Save by selecting a Destination Group to apply actions (move, mail, etc.).

Destination Groups

• Create a sequence of actions that automatically run whenever an invoice is processed.

Safety and Privacy Considerations

• Local processing on macOS; no cloud upload implied.

Core Features

• macOS-native invoicing assistant with drag & drop workflow
• AI-assisted data extraction for filenames
• Customizable token-based filename patterns
• Destination Groups for automated post-processing actions
• Move invoices to different macOS locations
• Email invoices directly from Billie
• macOS Services and Open With integration
• Visual polish with dark mode for easy late-night use
• Automatic organization by time periods and supplier tracking