or learn common workflows

Workflow Guides

Step-by-step walkthroughs for common tasks

Quick Reference

Supported Files

  • • PDF (native or scanned)
  • • JPEG / JPG images
  • • PNG images
  • • WebP images
  • • Max file size: 10MB
  • • Multi-page PDFs supported

Export Formats

  • • CSV (universal)
  • • Excel (XLSX)
  • • PDF (print-ready)
  • • QuickBooks Online CSV
  • • QuickBooks Desktop (IIF)
  • • Xero CSV
  • • JSON (for developers)

Invoice Statuses

  • Pending — Awaiting review
  • Approved — Verified, ready to export
  • Archived — Completed/exported
  • Error — Extraction failed

Key Settings (Formatting tab)

  • Default export format — One-click export in detail view
  • Date format — MM/DD or DD/MM
  • Currency — USD, EUR, GBP, etc.
  • Auto-approve — Skip review for high confidence

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Keyboard Shortcuts

← → or j k NavigateA ApproveE ExportF FlagEsc Close

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