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MagicBot - Automated Data Entry

Please note MagicBot is currently in public beta. Feel free to send us your feedback!

 

MagicBot uses an innovative OCR technology which analyzes and extracts accurate data from the bills and receipts and then creates automatic transactions in SlickPie. It can read the images in PDF, JPG, JPEG, PNG and GIF formats.

Please note you need a Dropbox account to connect to MagicBot. If you do not have an account, you can create one at Dropbox.

 

This article will cover Connecting MagicBot and MagicBot Features.

 

 

Connecting the MagicBot

There are three steps involved to connect and use MagicBot:

Step 1: Connect to Dropbox

Step 2: Save Bills & Receipts

Step 3: Review & Approve

 

 

Step1: Connect to Dropbox

First of all, you have to connect MagicBot with your Dropbox account.

 

1. Go to Transactions and click Others.

 

 

 

2. Click MagicBot.

 

 

 

3. Click Connect to Dropbox.

 

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4. When you click Connect to Dropbox, you will be prompted to Sign into your Dropbox account. Either you can log in if you have an existing account, or you can create a new one.

 

 

 

5. Once you are connected, a new folder, Apps, will be added to your Dropbox account.

 

 

 

6. Below Apps, you will see another folder named SlickPie MagicBot.

 

 

 

7. When you click SlickPie MagicBot, you will see another folder with your company's name.

 

 

 

 

Step 2: Save Bills & Receipts

Two subfolders are created below your company's folder where you can upload your bills/ receipts for MagicBot to read and categorize. The two folders are:

 

  1. To Process: You will upload all your bills and receipts in the folder.
  2. Processed: Once the documents uploaded are successfully read, will be automatically moved to this folder.

Please note Only JPG, JPEG, PDF, PNG and GIF formats with file size up to 10 MB can be processed.

  

Follow the steps as mentioned below to upload the documents:

1. Click Apps and then click the folder SlickPie MagicBot.

 

2. Under SlickPie folder there will be another folder with your company’s name.

Please note If you have more than 1 company with SlickPie, you have to connect each company individually to Dropbox. Each company will have folders under individual company's name.

 

3. Upload/ move your bills and receipts in the To Process folder. As soon as they are moved, MagicBot will detect the new files added to this folder and will show them in Crawling Status, that means MagicBot is reading the documents uploaded. All the bills and receipts stay in this folder till they are in this status.

Please note Time to scan the data depends on upon the number and clarity of the file uploaded.

 

The path to follow would be:

Dropbox >> Apps >> SlickPie >> {Company Folder} >> To Process.

 

For instance, once Paula's Pies has connected MagicBot with Dropbox, it will be like this:

 

 

 

 

Step 3: Review & Approve

Once the uploaded bills/ receipts are successfully scanned by MagicBot, they are moved to the Processed folder. The status is changed to Bot Drafted and they are ready to be reviewed and approved. All the files with Bot Drafted (that is Draft) and Approved status stay in the Processed folder.

 

 

 

Once the files are scanned, they are saved as Bot Drafted along with the picture of the document uploaded. This way you can review and verify the scanned data. This is where you review and edit the data scanned. Follow the steps as mentioned below:

 

1. Select the Bot Drafted document to be reviewed.

 

 

 

2. Select the Type, Bill, Receipt or Reimbursable Expense.

Please note The fields for information changes according to the type selected.

 

3. Verify the Vendor Name or add new if it's not on the list.

 

4. Verify the Date. This is the date when the transaction occurred.

Please note Date will appear in the format as set up during initial account setup.

 

5. Verify or add the Due Date, if needed.

 

6. Select the Bank Account. If the Bank Account is not in the list, click Add New.

 

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Please note Mark as Paid is unchecked and visible only if it's a Bill or a Reimbursable Expense.

 

 

7. Verify the Document Details.

 

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8. Click Approve, once all the information in details is confirmed to be correct. Remember, you can not edit the information once approved.

 

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Please note Once the document is approved, the image is saved as an attachment.

 

  

MagicBot Features

Visit MagicBot Features for more details. 

 

Please note MagicBot is currently in public beta. Feel free to send us your feedback!

 

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