Stop doing paperwork at 8 PM
Get your evenings back.
MagicFolder reads your bills, receipts, contracts, and emails — then files them perfectly inside the tools you already use. No new app to learn. No data entry. No more 10 PM admin.
Intake
Scans, emails, photosMagicFolder
Read · Name · FilePlays nicely with the tools you already use
No new app. No new login.
We build it inside the tools you've got.
You don't have to migrate, retrain, or rip anything out. We connect to your existing accounting, email, and storage — then quietly handle the busywork in the background.
1. Tell us your pain
30-minute call. Show us the email folders, the stacks of paper, the weekly tasks that eat your evenings. We map it out.
~30 min2. We build it
We configure the automation directly inside your QuickBooks, Xero, Drive, or Dropbox using their official, secure connections. Tested with your real documents.
Days, not months3. It runs while you sleep
Forward an email, snap a receipt, drop a PDF. It gets read, named, filed, and (if you want) logged into accounting — automatically. You check Friday and it's all done.
Hands-offPick the tasks you want off your plate.
Tap a task to add it. Drag the slider for how often you do it each week. We'll show you the time you'd get back — and recommend the right tier.
Three setups. One pays for itself.
Setup is one-time. Software management is monthly and includes ongoing tweaks, monitoring, and support. Cancel anytime.
Smart Scan
Eliminate manual document sorting and basic filing. Best for sole proprietors and 1–5 person shops.
- Read incoming bills, receipts, and PDFs
- Auto-name files (e.g., "PG&E Bill — April 2026")
- Sort into the right folder in Drive or Dropbox
- Email-in inbox + scanner support
- Monthly check-ins and tweaks
Data Sync
Connect documents directly to your accounting software so bills, receipts, and invoices flow in without typing.
- Everything in Smart Scan
- QuickBooks Online or Xero integration
- Auto-create Bills, Invoices, and Quotes
- Job-site receipts attached to the right job
- Priority support & quarterly reviews
Full Back-Office
End-to-end operational automation for teams running multiple tools. Designed around your specific workflow.
- Everything in Data Sync
- Multi-app syncing (CRM + Accounting + Storage)
- Lead intake & client onboarding flows
- Custom reporting and weekly digests
- Dedicated automation engineer
Small businesses are the backbone of the economy, yet they are still forced to do manual data entry at 8 PM. After spending over 20 years as a Principal IT Architect building massive automation systems for global enterprises, I realized something unfair: the best technology was locked behind million-dollar corporate budgets.
I started MagicFolder AI to change that. We bring enterprise-grade, zero-touch automation directly to your business, inside the tools you already use. If it doesn't save you real hours in the first 60 days, we'll refund the setup fee. No negotiation.
Your data stays yours.
We're not another cloud product asking you to upload everything. The automations live inside your existing accounts.
We don't host your documents
Your bills, contracts, and receipts stay in your QuickBooks, Xero, Google Drive, or Dropbox account. We don't store a copy on our servers.
Official, encrypted connections
Every integration uses the official, encrypted API your provider already trusts. No screen-scraping. No password sharing. Tokens are scoped to only what's needed.
Disconnect anytime
You revoke our access from inside your QuickBooks or Google account in one click. We delete any operational records on request.
The questions everyone asks.
If something's missing here, email us — we'll add it.
How long does setup actually take?
For Smart Scan, most setups go live within 5–7 business days from your kickoff call. Data Sync takes 2–3 weeks because we test against your real accounting data. Full Back-Office is scoped to your workflow during discovery — typically 4–6 weeks.
What software do you actually integrate with?
Accounting: QuickBooks Online and Xero. Storage: Google Drive, Dropbox, OneDrive, Box. Email: Gmail, Outlook. CRM: HubSpot, Pipedrive (Tier 3). If you use something different, email us — we've added new integrations for around 80% of the requests we get.
What happens if MagicFolder reads a document wrong?
Two safeguards. First, anything the system isn't confident about (~5–10% of documents) lands in a review queue instead of being auto-filed. You spot-check it in 30 seconds and approve. Second, we monitor accuracy weekly during the first 60 days and tune the automations until they're reliable.
Is this AI? Will it hallucinate my supplier names?
The document reading uses modern OCR and language models — yes. But every extracted field (vendor name, amount, date) is matched against your existing supplier list before anything gets logged. If we can't match with high confidence, the document goes to the review queue. We never auto-create a new supplier without your okay.
What does the monthly fee actually cover?
Three things: (1) the underlying automation infrastructure and document processing, (2) ongoing tweaks when your needs shift — new vendors, new folders, new rules, (3) a real human you can email or call when something breaks. It is not per-document pricing — file as much as you want.
Do I have to sign a long contract?
No. Monthly software management is month-to-month. Cancel with 30 days' notice. The setup fee covers the build, which is yours to keep — even after you cancel, the file naming, folder structure, and rules stay intact in your tools.
What if it doesn't save me time?
If you don't see real hours saved within 60 days of going live, we refund the setup fee. We'd rather lose the deal than have a customer paying for something that isn't working.
I'm not technical. Can I still use this?
Yes — that's specifically who we built it for. You don't configure anything. You don't learn a new app. You forward emails or drop files into the same folders you already use, and the system runs in the background. Most of our customers don't have an IT person.
Stop ending Sundays with paperwork.
Pick the tasks you want off your plate. We'll show you what you'd get back — and how to get there.
Build my planHow deployment works:
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1. Secure your setup. The one-time setup fee is processed securely.
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2. Book your kickoff. Instantly schedule your onboarding call with our team.
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3. We build it. We configure and test your automations directly inside your existing software.
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