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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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.