Upload bills, invoices and bank statements

Where to upload

Open Bills, Invoices or Bank Statements from the menu and choose Upload. You can also upload from the Dashboard — pick the document type, then the files.

What you can upload

• PDFs and photos (JPG, PNG and similar) of bills, sales invoices and bank statements.
• Bank statements can also be sent as a CSV file.
• Several files at once. Each file becomes one document.

What happens next

1. Processing — the document is read and checked by our team.
2. Ready — once approved it appears as ready, with the extracted data for you to review.
3. Exported — after you review it, send it to your connected accounting software.

If a document can’t be processed (for example the file is unreadable) it is marked as rejected with a reason, and you are not charged credits for it.

If uploads are paused

Uploads pause when your free trial ends and you haven’t chosen a plan. Your existing documents stay available. See Free trial and choosing a plan.