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UPS Invoice Processing & Automation Tools

QuickBooks Connected (Company ID: 9341454916582200)

Multi-Customer Account

Process UPS data for A1T871 account with multiple customers

  • 89.67% auto-matching accuracy
  • 6-stage pipeline workflow
  • Review & assign unknowns
  • Partner customer detection
  • Export to bookkeeping
Open Multi-Customer Tool

Multi-Customer Account USA USA

Process UPS data for USA multi-customer account

  • 6-stage pipeline workflow
  • Review & assign unknowns
  • Partner customer detection
  • Export to bookkeeping
  • Isolated from Canada version
Open USA Multi-Customer Tool

Individual Accounts

Process UPS data for individual customer accounts (K583C5, H92088, etc.)

  • Single-customer processing
  • No matching needed
  • Direct to invoice
  • Faster processing
  • Account-specific data
Open Individual Accounts

Accuracy Testing NEW!

Test system accuracy and get plain English report cards

  • Blind testing (no cheating)
  • Plain English recommendations
  • Billing confidence statements
  • Clear YES/NO hand-check advice
  • Build long-term confidence
Test System Accuracy

Import Historical Data BOOST!

Upload old files you've parsed by hand to teach the system historical waybill mappings

  • 100% confidence matching
  • Learn from past work
  • Bulk import all at once
  • Safe duplicate handling
  • Boost future accuracy
Import Historical Waybills

Bookkeeping Verification VERIFY

Compare new bookkeeping system with old trusted system to verify accuracy

  • Side-by-side comparison
  • Automatic discrepancy detection
  • $0.05 tolerance for rounding
  • Compares all 4 values
  • Clear pass/fail indicators
Verify Bookkeeping

Customer Onboarding NEW!

Automate all 3 onboarding steps: Database + Google Sheets + YAML mapping

  • Add to database automatically
  • Google Sheets row creation
  • YAML mapping file update
  • Comprehensive onboarding form
  • All 3 steps in one click
Onboard New Customer

Statement Generator NEW!

Generate statements for unpaid invoices from bookkeeping files

  • Upload bookkeeping Excel file
  • Select customer to review
  • Find all unpaid invoices
  • Generate formatted statement
  • Copy to clipboard for email
Generate Statements

Payment Monitor NEW!

Track payment notifications and match them to customers for bookkeeping

  • Wise, PayPal, E-Transfer, Wire
  • AI-powered customer matching
  • Human verification for accuracy
  • Learn from confirmed matches
  • Export to bookkeeping
Monitor Payments

QuickBooks Invoice Sender NEW!

Upload finished invoices and send as QuickBooks invoices with Wise payment links

  • Upload multiple invoice files
  • Auto-extract customer & totals
  • Create QuickBooks invoices
  • Generate Wise payment links
  • Send all with one click
Send QuickBooks Invoices

How It Works

Multi-Customer Account (A1T871):

Upload your weekly UPS Excel file and the system automatically matches shipments to your customers using intelligent matching (username, consignee, waybill history). Review unknowns, generate invoices, and export to bookkeeping - all in a guided 6-stage pipeline.

Individual Customer Accounts:

For customers with their own UPS account numbers (like K583C5, H92088, etc.), upload their data directly. Since there's only one customer per account, no matching is needed - go straight to generating their invoice. Much faster and simpler!

Accuracy Testing:

Want to know if the auto-matching is working correctly? Select a verified dataset, click test, and get a plain English report card showing accuracy percentage, whether you should hand-check invoices, and confidence about correct billing. Build trust in the system over time!