Document Processing Guide

Turn your receipts, bank statements, and invoices into organized transactions. Learn how to use Beanflow's document processing features to automate your bookkeeping.

Core Features

Organize with Folders

Create folders to organize your documents by bank, type, or category. Keep your financial records structured and easy to find.

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Uploading Files

Drag and drop files, upload in batches, or capture receipts from your phone. Understand file processing status at a glance.

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Smart CSV Processing

Use our conversational AI to automatically generate CSV parsing rules for your bank statements and credit card exports.

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Receipt Recognition

Upload receipts and invoices. Our AI extracts key information and matches them with your transactions automatically.

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Batch Processing

Process multiple files at once. Generate transaction entries in bulk and review before committing to your ledger.

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How It Works

  1. Create a Folder

    Organize your documents by creating folders for each bank account or document type.

  2. Configure Processing Rules

    Set up CSV rules or receipt prompts using our conversational AI builder.

  3. Upload Documents

    Drag and drop your files or use the upload button. Supported formats: PDF, CSV, images.

  4. Review & Commit

    Review the generated transactions and commit them to your ledger with one click.

Quick Tips

  • Create separate folders for each bank account to keep statements organized
  • Use CSV Rules for structured bank exports - they process faster and more accurately
  • Configure Receipt Prompts once per folder, then process all receipts automatically
  • Always review generated transactions before committing to your ledger

Supported File Types

PDF

Bank statements, receipts, invoices

CSV

Bank exports, transaction lists

Images

JPG, PNG receipt photos

Ready to Get Started?

Learn how to create your first document folder and start processing files.

Start with Folders

Need Help?

Can't find what you're looking for? Check out our FAQ or contact us at [email protected]