Overview
DoorLoop's AI Assistant has a handy trick we like to call "QuickBill," your shortcut to faster, smarter accounting. QuickBill scans your invoices and receipts, pulls out the key details, and fills them in for you automatically. No more typing line by line. Just upload, review, and move on, so you can spend less time on data entry and more time growing your business.
Note: DoorLoop AI Assistant is available to our Pro and Premium tiers as a paid add-on. On Starter? Upgrade anytime to unlock AI-powered features that help you save time, impress tenants, and make smarter decisions—faster.
Walkthrough Video
AI Assistant Bills & Expenses Walkthrough Video Link.
The Steps
To begin using the DoorLoop AI Assistant Quick Bill feature, click Create New at the top of the main menu. Then under the Transactions section, click Expense or Create Bills.
On the New Expense or New Vendor Bill window, you will see the new AI Autofill feature on the right-hand side. (Note that this is only available if you subscribed to the AI add-on.)
Drag and drop your invoice, or use the "Click to Upload" link to upload your invoice to DoorLoop. (File must be in jpg, pdf, or png format and can be no larger than 10mb, and you can only upload 1 file at a time).Once the file is uploaded, AI will take several seconds to process the data. You will see a preview of your invoice on the right-hand side and then the data entered on the left. (Note that only the description and amount for each line item are automatically entered.) You will still need to enter the following information:
Select Payee - Select the Owner or Vendor you are paying.
Pay From Account - Choose the bank account paying the expense.
Payment Method - Choose the payment method.
Check - Enter a check number if you already have your own checks sent outside of DoorLoop. Otherwise, select "Add to Print Queue" if you plan on printing the check out in DoorLoop. Read: Print a Check for more information.
ePay - Choose this to send a payment electronically if you have already set up Outgoing Payments.
All other payment method choices require payment outside of DoorLoop.
Property - Choose the property incurring the expense.
Unit - (Optional)
Category - Select the appropriate expense account for accounting and reporting purposes.
After confirming that all the data entered is correct, click Save to finish.
Note: Sales tax on an invoice might not appear when scanning an invoice for AI conversion. In this case, you will need to add this line item manually.
Things to Consider
You can only upload one invoice at a time. The invoice can be more than one page, but it must all be part of the same reference number.
The process for using the AI Assistant with Bills and Expenses are the same. Remember that with a Bill though, you will still need to process a Bill Payment once you pay it off.