ParsePilot - Lightning OCR & Auto-Fill Toolkit for Perfex CRM

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.

Who is it for? Teams that hate typing invoices. Accounting, operations, and field staff who receive lots of invoices/receipts and want them in Perfex fast—with fewer mistakes. Key Features

• Instant Capture: Drag & drop, upload, or phone camera. Works with PDFs and common image formats.
• Invoice Intelligence: Customer, VAT/Tax ID, invoice number, dates, currency, totals, notes, and line items.
• Expense-smart: Sends vendor to the Expense Customer field (AJAX), suggests categories, sets payment mode, reference #, date, amounts, and taxes (Tax 1 & Tax 2).
• Payments-smart: Inside the invoice’s payment drawer: fills amount, date, method, transaction ID, and note.
• Tax Resolver: Calculates implied tax from subtotal/tax totals; reuse an existing Perfex tax or auto-create one—then apply line-by-line or keep as an adjustment.
• Confidence & Controls: Low-confidence warning, “Apply all” toggles, per-field checkboxes, and per-row selection.
• Mobile UX: Touch-friendly layout, single-column fields on small screens, and responsive line-item editor.
• Languages: Hint ParsePilot with your preferred OCR languages (e.g., en,de,it,fr,es).
• Secure: Your OpenAI key stays in Perfex settings.
• Hooks & Extensibility: Built with Perfex hooks for easy future customizations.

 

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.