Supported File Types
- PDF (text and scanned)
- Images (JPG, PNG)
- Excel files
Processing Invoices
Direct Upload
- Go to Invoices page
- Click Upload Invoice
- Select file
- AI extracts data
- Review and save
From Email Sync
- Automatic processing of email attachments
- Creates draft invoices for review
What Gets Extracted
- Invoice number and date
- Vendor name
- Total amount
- Line items
Review Process
Always review extracted data:- Verify vendor
- Check amounts
- Confirm dates
- Edit any errors