Batch Processing
Process multiple documents at once and generate transactions in bulk.
What is Batch Processing?
Batch processing lets you process multiple uploaded files at once, generating transactions for all of them in a single operation. This is much faster than processing files one by one.
Efficiency Tip: Upload all your bank statements for a month, then run batch processing once. Review all generated transactions together before committing to your ledger.
The Process Flow
1. Upload
Upload your files
2. Select
Select for processing
3. Process
AI extracts data
4. Review
Review & commit
Key Features
Month Filtering
Filter files by month to process only a specific period's documents
Status Tracking
Track processing status: Pending, Processing, Completed, Failed
Account Matching
Post-processing rules map placeholder accounts to real accounts
Duplicate Detection
Automatically detects and flags potential duplicate transactions