Harold

Harold is a document data tool positioned for new and legacy ERPs, including Sage, WinMan, Pegasus, and SYSPRO. It extracts structured data from documents such as invoices, receipts, purchase orders, and statements, runs validation rules (for example checking that total equals subtotal plus VAT, and that line items reconcile), maps supplier aliases to internal supplier IDs, and exports via CSV, Excel, JSON, webhook, Zapier, or direct ERP import. The page states that documents can be uploaded or emailed to a unique Harold inbox, and that users can train once per supplier. Pricing tiers are listed on the page with a free trial option.

Key features

• AI extraction of headers, totals, line items, and references from documents
• Validation rules engine with IF checks, formulas, and conditional logic
• Supplier mapping of aliases to internal supplier IDs
• Line item validation checking quantities, unit prices, and line totals
• Output templates for CSV, Excel, JSON, and webhook exports
• Document upload or email forwarding to a unique inbox
• Zapier integration
• Approve and export review step

Best suited for

• Accountants handling supplier invoice data
• Operations teams automating purchase order processing
• Small businesses turning emailed documents into clean data
• Teams exporting to Excel, Google Sheets, Xero, QuickBooks, or ERPs

Pricing

Standard £29/month; Premium £79/month; Enterprise £149/month (contact us); Founder Rate £19/month as a limited one-time offer. Free trial available.