Intra
AI-powered document management for consulting firms.
Generate professional proposals with AI assistance, process invoices with multi-language OCR, track finances with real-time dashboards, and export everything your accountant needs — all in one platform built for IT consultancies and professional services.
At a Glance
The Problem
Managing proposals, invoices, and finances across disconnected tools wastes time and creates blind spots. Your proposals live in Word documents, invoice data is manually entered into spreadsheets, and preparing accountant exports takes hours every month.
Scattered Documents
Proposals in Word, invoices in folders, financial data in spreadsheets. Every document lives in a different tool with no connection between them. Finding a past proposal or matching an invoice to a vendor means searching through multiple systems.
Manual Data Entry
Every invoice is manually read and typed into your records. Vendor names, amounts, tax IDs, dates — all entered by hand, prone to errors, and consuming hours that could be spent on billable work.
No Financial Visibility
Without consolidated data, you can't see your real financial position. Recurring expenses surprise you, period-over-period comparisons require manual calculation, and preparing accountant exports is a monthly ordeal.
AI-Powered Proposals
Generate professional proposals in minutes, not hours. Intra's multi-AI engine assists at every step — from initial draft to final refinement.
AI-Assisted Generation
Describe what you need in plain language. Intra generates a structured, professional proposal using your preferred AI provider. Section by section, with your input at every step.
Search & Reference
Index all your past proposals for instant search. Find relevant sections from previous work, reuse successful approaches, and maintain consistency across your proposal library.
Edit & Refine
Use AI assistance to refine specific sections, adjust tone, expand technical details, or simplify language. Keep control while leveraging AI for speed and quality.
Export & Manage
Export finished proposals to Word (.docx) format. Track proposal status, link to clients, and maintain a complete history of all business development documents.
Intelligent Invoice Processing
From scanned document to structured data in seconds. Upload any invoice — PDF, image, or scan — and Intra extracts everything automatically.
Upload
Upload PDF, image, or scanned invoices through the web interface. Batch upload supported for processing multiple documents at once.
Extract
Multi-language OCR reads the document. AI identifies and extracts key fields: date, vendor, amounts, tax ID, currency, and line items.
Match
Automatic vendor and client matching using name recognition and alias support. New vendors are flagged for review and easy database addition.
Categorise
Invoices are categorised by type — hosting, software licenses, services, utilities, telecommunications, and more. Ready for financial analysis and export.
Financial Dashboard
Complete visibility into your business finances. Real-time dashboards transform invoice and expense data into actionable insights.
Financial Overview
Income vs expenses, profit margins, and cash flow visualisation. See your financial health at a glance with real-time calculations from your invoice data.
Period Comparisons
Monthly, quarterly, and yearly comparisons with growth indicators. Track trends, identify seasonal patterns, and measure progress against previous periods.
Vendor Analytics
Spending by vendor, payment history, and top suppliers. Understand where your money goes and negotiate better terms with data-driven insights.
Client Analytics
Revenue by client, outstanding amounts, and payment patterns. Identify your most valuable relationships and track receivables in real time.
Category Breakdown
Expenses by category with trends over time. See how your spending distributes across hosting, software, services, and other operational costs.
Recurring Expenses
Track subscriptions and recurring costs. Predict future expenses, spot unexpected changes, and never miss a renewal or price increase.
Vendor & Client Management
Organise your business relationships in one place. Complete profiles for every vendor and client, automatically linked to their invoices and transactions.
Vendors
Complete Vendor Database
Maintain detailed records for every supplier and service provider. Contact information, tax IDs, categories, and payment terms — all linked to their invoices automatically.
- Automatic invoice-to-vendor matching
- Alias support for name variations
- Country and category classification
- Payment history and spending trends
- Quick access to all related invoices
Clients
Client Relationship Tracking
Track every client with full profiles including payment terms, outstanding amounts, and complete transaction history. Link proposals to clients for end-to-end business tracking.
- Revenue tracking per client
- Outstanding amount monitoring
- Payment pattern analysis
- Proposal-to-invoice linking
- Contact details and tax information
Accountant Integration
Export-ready documentation for your accountant. Pre-formatted exports eliminate the monthly scramble of preparing financial records.
Transaction Exports
Pre-formatted transaction lists with proper encoding and categorisation. Compatible with common accounting software formats.
Trading Partner Reports
Complete vendor and client export with tax IDs, transaction summaries, and contact information. Ready for regulatory compliance.
Custom Formats
Configurable export templates to match your accountant's preferred format. CSV, Excel, and structured data options available.
Government Integration
Support for e-invoicing standards and government reporting requirements. Designed to accommodate evolving regulatory obligations.
Audit Documentation
Complete audit trail with timestamps, user actions, and document history. Every change is tracked and exportable.
Automated Scheduling
Configure recurring exports on your preferred schedule. Monthly, quarterly, or on-demand — always have up-to-date records ready.
Multi-AI Support
Choose the AI provider that fits your needs. Intra integrates with multiple AI platforms, giving you flexibility over privacy, capability, and cost.
Privacy First
Local AI Processing
Run AI processing entirely on your own infrastructure with Ollama integration. Your proposals and invoices never leave your server — ideal for organisations with strict data privacy requirements.
- Ollama integration for local LLM
- Zero data transmission to external services
- Full control over AI model selection
- No per-request API costs
- Ideal for sensitive documents
Cloud AI
Premium AI Providers
Connect to leading AI platforms for maximum capability. Switch between providers based on task requirements, or use different providers for proposals and invoice processing.
- Claude API for document understanding
- OpenAI for proposal generation
- Google Gemini support
- Easy provider switching
- Per-task provider configuration
Technical Foundation
Built on a modern, production-tested stack. Over 130 API endpoints powering a comprehensive business management platform.
FastAPI
Backend API
React 18
Frontend UI
PostgreSQL
Database
Tesseract OCR
Document Processing
Docker
Containerisation
Deployment Options
Your data, your infrastructure. Intra is deployed per-client — not a shared SaaS platform.
Option A
Your Infrastructure
Deploy Intra on your own VPS or server. Complete control over your data, local AI for privacy, and direct database access.
- Deploy on your own VPS
- Full control over all data
- Local LLM for complete privacy
- Direct database access
- We provide installation support
Option B
Managed Hosting
We deploy and maintain everything. VPS provisioning, domain, SSL, backups, updates — fully managed so you can focus on your business.
- VPS, domain, SSL included
- Automated backups
- Regular updates and maintenance
- Priority support
- We manage everything
Pricing Structure
Intra pricing is based on deployment model and user count. Each deployment is configured to your specific requirements — AI provider selection, OCR language packs, export formats, and integration needs.
- One-time setup fee (deployment, configuration, onboarding)
- Annual maintenance contract (updates, support, backups)
- Per-user licensing
- Optional: Managed hosting
- Optional: AI API costs (cloud providers only)
Contact us for a custom quote tailored to your organisation.
Ready to streamline your business documents?
Stop juggling proposals in Word, invoices in spreadsheets, and financial data across multiple tools. Intra brings everything together in one platform built for consulting firms and professional services.