Watch the workflow
From the document to the books.
Short walkthroughs you can listen to, pause, skip through, or read. All screens use sample data. These explain the steps; they do not show a live extraction or a bill arriving in an accounting system.
Upload, review, send to your books
The path from a source document to an approved bill, with the checks to make along the way.
AI-narrated screenshot walkthrough · captions available · fictional workspace · extraction and live ERP posting are not shown.
Read the full walkthrough
1. Start with the source
Choose Upload Invoices in your workspace. Add a PDF or photo and wait for processing. This tutorial skips extraction; it uses sample data.
2. Read the flag before approving
Compare the fields with the original document. The stated total is $587.40 above subtotal plus tax. Check the repeated surcharge with the supplier.
3. Keep the cost with the load
Assign your own trip reference when it is known. Check vendor, currency, tax and account coding. Resolve exceptions before approving the bill.
4. Check the destination, then push
In Integrations, connect your company and save the expense account. Choose client and provider, then Push approved invoices. Check the result and verify the bill in your books. Read errors before retrying.
5. Your next invoice starts here
Try one document without signup. Or explore the fictional review sample first. Direct accounting sync requires a paid plan or trial.
What an invoice flag is telling you
Two different questions: does the arithmetic reconcile, and has a charge appeared twice?
AI-narrated screenshot walkthrough · captions available · fictional workspace · extraction and live ERP posting are not shown.
Read the full walkthrough
1. The total does not reconcile
18,926.20 stated total − 18,338.80 subtotal + tax. The difference is 587.40. Compare the source. An arithmetic flag tells you where to look.
2. A surcharge appears twice
Winter blend surcharge is in a line and summary. That may be a repeated charge. It needs review. Check the source; clarify with the supplier if needed.
3. You make the decision
Correct extraction errors against the source. Get supplier corrections outside IPP when needed. Then review and approve. Try the guided sample.