Invoices

Pulled in, parsed, then confirmed

Invoices sync daily from a connected Google Drive folder, and AI parses each one into structured fields. They land as 'Pending Review' until a human confirms them — 'Reviewed' means you've checked the parse. The list is always scoped to your org; you never see another tenant's documents.

Filters

Direction (All / Expenses / Income)

Split supplier/shipping costs from incoming revenue. The header's Net Outflow nets the two.

Status (Pending Review / Reviewed / Paid)

Work the unreviewed queue, or find what's confirmed and what's been paid.

Search

Find an invoice by file name, vendor, or category.

Reviewing an invoice

Review → Edit Invoice

Open the AI-parsed record and correct any field — Supplier name, Amount, Category, Direction, Invoice Date, Due Date — then confirm it.

Parsed Data (raw)

See exactly what the AI extracted from the document, for spot-checking a tricky scan.

Select all visible / Clear selection

Batch-act on a filtered set of invoices at once.