Documents and OCR
Centralize uploaded documents, identify missing receipts, and support OCR-assisted expense capture.
What You Can Do
- Manage unassigned, missing-receipt, and full-document views.
- Upload supported files with validation and preview/download access.
- Use OCR in expense flow to prefill fields with confidence indicators.
Workflow Notes
- OCR suggestions should be validated manually before final posting.
- Receipt completeness is a key close-readiness dependency.
Related Features
Expenses
Track spend, attach receipts, use OCR support, and manage recurring expenses with approvals.
OpenClosing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
OpenIntegrations and Banking Setup
Connect payment, banking, time, and storage services with transparent maturity labels.
Open