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.
After registering and refilling your points balance you need to go to the product page and click Download for x points and Download button one by one. After that the download will start automatically via a direct link.
Please note, our site has a point system and we don't have any hidden or recurring fees, so you are purchasing the current version of the digital product without the option of a free update. If you need a product updates in the future, you can create ticket request update (not free update)
If you need help, please read the answers to popular questions on this page first: https://codegood.net/faq. To get any other help on the product you can create a support ticket on the site: in the main menu user.
All digital products are purchased without the possibility of free updates or support update. We do not provide any license keys or product support.Please first read the FAQ on this page: https://codegood.net/faq
Please note, our site has a point system and we don't have any hidden or recurring fees, so you are purchasing the current version of the digital product without the option of a free update. If you need a product updates in the future, you can always download them using your point balance.
Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You buy the original files from the developers. We do not sell any products downloaded from other sites.
You can download the product after the purchase by a direct link on this page.
