Drag in a photo of a business card and Billbooks reads the name, company, email, and phone straight off it. Review, save, and the client is ready to invoice, no retyping from a card on your desk.
Start FREE TrialYou meet someone, take their card, and it sits in a drawer until you finally type their details into your client list by hand. By then half the cards are gone. Billbooks reads the card the moment you upload it, so the client record gets created while the introduction is still fresh.
Drag or upload a card
A photo from your phone or a scan works, right from the Clients page.
Billbooks reads it
Name, company, email, and phone are pulled off the card into a new client form.
Review and save
Check the fields, fix anything the scan misread, and save. Nothing is added without your review.
Ready to invoice
The new client is on your list, currency and terms ready to set, no separate data-entry step.
What if the scan reads a field wrong?
Every field is editable before you save, so you can fix a misread name or number before it becomes a client record.
What file types can I upload?
A photo or scan of the card, JPG or PNG, works fine.
Does this replace filling in a client manually?
No, it is an option alongside it. Add a client the usual way whenever you do not have a card to scan.
Is this included in the plan?
Yes, included at the one flat price.
A little kit of calculators and generators, on the house.
30-day free trial. No credit card required.
Start FREE TrialPairs with Clients to keep every contact's balance and terms in one place, and Invoicing and Quotes for the first document you send them. Or try the free invoice generator first.