Think-Act helps finance teams turn invoices, receipts, statements, and reports into structured outputs. It is built for review-assisted document work, where every amount still gets checked before it moves.
Always verify extracted amounts and dates. Think-Act prepares the work; financial accuracy and sign-off stay with your team.
Available for 64-bit Windows 10 and Windows 11. macOS is planned.
Finance Extraction Screenshot
Recommended: 1440 × 1100
Finance work is full of small handoffs: receipts to check, reports to summarize, numbers to copy, and notes to send. Think-Act helps prepare that work so reviewers can spend more time checking decisions and less time retyping documents.
Pull vendor names, invoice numbers, dates, line items, tax, subtotals, and totals from scans or image-based files, then review the draft beside the source. Explore OCR.
Application Screenshot
Turn long monthly, quarterly, or annual reports into shorter summaries that keep the numbers and the story together. Explore writing assistance.
Convert bank statements, P&L snapshots, and balance-sheet screenshots into tables your team can review and paste into a spreadsheet.
Write a clear follow-up when a receipt, invoice, approval, or supporting document is missing from the packet. See writing workflows.
Capture month-end and quarter-end review steps once, then reuse the checklist when the same cycle comes around. Use screen recording when the visual sequence matters, then save reviewed work as automation.
Bring in an invoice, receipt, statement, report, or screenshot, ask for the outcome your team needs, then check amounts, dates, vendors, and line items before the result moves anywhere else.
Add an invoice, receipt, statement, report, screenshot, or scanned PDF. Keep the original close so the draft can be checked against it.
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Think-Act prepares fields, tables, summaries, or missing-document notes and highlights anything that needs a finance review.
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Check the draft against the source, then paste it into a spreadsheet, report, or email. Save repeated review steps as a local skill.
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The finance review workspace keeps the original invoice, statement, or report beside extracted fields, exceptions, and reviewer notes. Compare totals, tax, dates, vendors, and missing fields before anything reaches a spreadsheet or finance system.
Finance Review Workspace Screenshot
Recommended: 1920 × 1080
Reviewers can compare totals, tax, dates, vendors, and missing fields without losing the source context that supports the draft.
Invoice OCR Screenshot
Recommended: 1440 × 1200
Invoices, receipts, and statements often arrive as scans, photos, or image PDFs. Think-Act prepares draft fields your team can check instead of keying everything in from scratch.
Extracting fields or preparing a table can stay read-only. When work touches spreadsheets, email, accounting systems, posting, approval, or payment, scope the access and keep the finance checkpoint visible.
| Task Context | Access Boundary | Finance Checkpoint |
|---|---|---|
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Only the provided file | Review amounts, dates, vendors, and line items against the source |
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No connector | Manually transfer or review before paste |
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Supported spreadsheet or file connector | Preview cells or file changes and confirm before writing |
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Approved email connector | Review recipient, message, attachments, and source facts |
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Supported finance system connector | Follow policy and confirm proposed changes |
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External access | Keep payment and posting decisions human-owned |
Exact capabilities depend on the tools and policies your organization enables. If finance-system access is unavailable, Think-Act should say so and leave the result as a draft. Learn more about controlled automation and approved integrations.
Think-Act can reduce manual handling, but finance data still needs a source check. Amounts, dates, vendors, and line items should be verified before they reach a spreadsheet, report, payment flow, or accounting system.
Verify extracted amounts
Compare totals, tax, and dates against the original before relying on them.
Keep source documents
Keep originals close enough for traceability and audit.
Confirm before posting
Require a confirmation step before anything is posted to an accounting system.
Invoices, statements, reports, and vendor records can contain sensitive business data. Decide where that data can go, which connectors are trusted, and which actions require approval before the agent touches anything.
Start where the risk is low and the result is easy to judge. One document is enough to see where Think-Act helps and where your team still wants a manual check.
Install Think-Act on a Windows machine you control. You can start with OCR, summaries, and drafts before enabling any connectors.
View Download OptionsChoose an invoice, receipt, or monthly report you already have. Drop it in, paste the content, or use a screenshot.
Compare amounts, dates, vendors, and line items against the original. Correct the draft before it moves anywhere else.
When a checklist or extraction routine works reliably, save it as a local skill so the next batch starts from a reviewed process.
When Think-Act becomes part of a regular finance cycle, upgrade to Pro or Business before larger document volumes run into free-tier limits.
A few practical answers before you run Think-Act on finance documents. More product questions are on the full FAQ page.
Download Think-Act for Finance WorkNo. Think-Act helps prepare information: extraction, summaries, draft notes, tables, and checklists. Posting, approval, payment, and accounting-system changes still belong in your reviewed finance process.
Yes. Think-Act can extract vendors, dates, totals, taxes, and line items from scanned or image-based documents. Treat the result as a draft table, check it against the source before posting or payment, and review the OCR and document intelligence workflow for supported inputs and review guidance.
Use local or approved private endpoints where policy requires them, keep sensitive figures away from unapproved tools or connectors, and follow your organization’s retention and data-handling rules. Review the security and data controls before processing sensitive records.
Results vary with scan resolution, layout, font clarity, handwriting, and image quality. Extracted figures should always be checked against the source. The useful output is a faster draft, not an unchecked final value.
Only when the required approved connector and permissions are available. Keep write actions behind confirmation. Without a connector, Think-Act can still prepare a reviewed table or draft for manual transfer. See the integration options.
Yes. Think-Act is free to install and try. Start with invoice OCR, report summaries, or a missing-document email. Upgrade to Pro or Business when document volume or team controls become important.
Pick one invoice, one receipt stack, or one monthly report that always takes too long. Let Think-Act prepare the draft, then check the numbers the way your team already does.