Description

ParsePilot is a zero-setup OCR + Autofill module for Perfex CRM. Drag & drop a PDF or image (or use your phone camera) and ParsePilot instantly extracts fields and writes them into Perfex forms—Invoices, Expenses, and the AJAX “Record Payment” panel—without leaving the page.

One-click Scan & Fill: A modern modal on Invoices, Expenses, and Payments.
Images & PDFs: JPG, PNG, WEBP, HEIC, TIFF, and PDF (large files supported).
Header + Line Items: Numbers, dates, currency, customer, and multi-line parsing.
Smart Customer Match: Auto-search the Perfex AJAX customer picker and select the right client.
Tax Resolver: Detects implied tax %, reuses existing taxes, or creates a new tax automatically.
Expenses aware: Sends vendor to Customer, suggests categories, fills payment mode & taxes.
Payments panel: Works inside the invoice’s Record Payment drawer (AJAX)—no page reloads.
Confidence meter: Warns on low-confidence extractions so you can review before applying.
Mobile-ready: “Take photo” capture, responsive UI, and large tap targets.
Multi-language OCR: Select your languages (e.g., en,de,it,fr) for better results.