Upload Documents
Drag & drop receipts and invoices — AI will extract data automatically
Drop files here or
PDF, PNG, JPEG — up to 20 MB each, max 10 files
Upload queue
Recent uploads
View review queue →No uploads yet. Start by dropping a file above.
Review Queue
Verify AI-extracted data and approve documents for the ledger
| Document | Supplier | Date | Total | Status | Confidence | Actions |
|---|
No documents found.
Document Preview
Loading preview…
Extracted Data
Line Items
| Description | Qty | Unit Price | Total |
|---|
Transaction Ledger
All approved and processed receipts & invoices
Total documents
—
Total spend
—
Total tax
—
Approved
—
| Date ⇅ | Supplier ⇅ | Category | Currency | Total ⇅ | Tax | Status | Actions |
|---|
No records found. Upload and approve documents to populate the ledger.
Admin Panel
System health, user management, and processing logs
Documents today—
Total documents—
Error rate—
Avg AI latency—
Queue pending—
Total users—
| # | Name | Role | Documents | Last login | Status | Actions |
|---|
| Document | User | Attempt | HTTP | Latency | Status | Error | Time |
|---|
Chart of Accounts
Manage your account codes and classifications for double-entry bookkeeping
Add Account
Journal Entries
Double-entry bookkeeping — every approved document auto-generates a posted entry
| # | Date | Reference | Description | Amount | Lines | Status | Actions |
|---|
No journal entries yet. Approve a document to auto-generate one.
Journal Entry
Debit / Credit Lines
| Account | Description | Debit | Credit |
|---|
Bank Accounts
Manage bank accounts, import statements, and reconcile transactions
Add Bank Account
Transactions
Unreconciled—
Drop a CSV bank statement here or
Expected columns: date, description, debit, credit (or amount)
| Date | Description | Reference | Debit | Credit | Status |
|---|
No transactions. Import a CSV bank statement.
Financial Reports
Profit & Loss, Balance Sheet, and Trial Balance from your journal entries