Document Upload
Upload receipts, invoices, and financial documents
Upload Receipt or Invoice
Upload receipts, invoices, CSV transaction files, or other financial documents. Supported formats: PDF, JPG, PNG, CSV.
📝 Document Processing Features
Currently Integrated: AWS S3 + Textract OCR + CSV Import
- CSV Files: Automatic parsing and transaction creation (supports date, description, amount, type columns)
- Receipts & Invoices: Automatic extraction of vendor, date, total, tax, and line items
- Other Documents: Full text extraction with confidence scores
- Auto-Transaction Creation: High-confidence data automatically creates transaction records
- Secure Storage: Files stored in S3 with presigned URLs (1-hour expiration) or locally
CSV Format Requirements:CSV files should include columns:
💡 No AWS credentials? Files are saved locally. See AWS_SETUP.md to enable full OCR processing (~$50/month for 1,000 receipts).date, description, amount, type (optional)Example: 2024-01-15,Office Supplies,125.50,DEBIT