Record types

Different records. One structure you control.

Start with the records your business already receives. Define the fields you need, then turn every file into consistent, connected data.

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Billing records

Invoices

Capture vendors, invoice details, taxes, totals, payment terms, and repeating line items.

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Financial records

Bank statements

Turn accounts, statement periods, balances, and transactions into connected tables.

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Card records

Credit card statements

Capture issuers, card last 4, balances, minimum payments, due dates, and linked transactions.

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Procurement records

Purchase orders

Structure buyers, suppliers, order details, delivery terms, and purchased items.

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Expense records

Receipts

Extract merchants, dates, taxes, totals, payment details, and individual purchases.

Start with the records you already receive.

Define the fields that matter for your documents, then turn every file into consistent, connected data.