File Management
Upload Transaction Files (CSV/Excel/PDF)
Drag & Drop CSV, Excel or PDF Files Here
Or click to select files
Upload Invoices
Drag & drop invoice files here or click to browse
Supported formats: PDF, PNG, JPG, JPEG, TIFF, CSV, Excel (XLS/XLSX), ZIP, 7Z (Max 50MB total)
Upload multiple files, a ZIP archive, or a single invoice
Upload Payment Receipts
Drag & drop payment receipts here or click to browse
Supported formats: PDF, PNG, JPG, JPEG, TIFF, CSV, Excel (XLS/XLSX)
Upload multiple files - AI will automatically match receipts to invoices
Select a customer to improve matching accuracy. Only invoices from this customer will be considered.
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Upload CSV or PDF files above to get started with transaction tracking.