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.
Document Processing Dashboard
Manage all your documents from one central location
Screenshot: Document Processing main page showing folder grid
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.
Smart CSV Processing
Use our conversational AI to automatically generate CSV parsing rules for your bank statements and credit card exports.
Receipt Recognition
Upload receipts and invoices. Our AI extracts key information and matches them with your transactions automatically.
Batch Processing
Process multiple files at once. Generate transaction entries in bulk and review before committing to your ledger.
How It Works
Create a Folder
Organize your documents by creating folders for each bank account or document type.
Configure Processing Rules
Set up CSV rules or receipt prompts using our conversational AI builder.
Upload Documents
Drag and drop your files or use the upload button. Supported formats: PDF, CSV, images.
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
Bank statements, receipts, invoices
Bank exports, transaction lists
JPG, PNG receipt photos
Ready to Get Started?
Learn how to create your first document folder and start processing files.
Start with FoldersNeed Help?
Can't find what you're looking for? Check out our FAQ or contact us at support@beanflow.ai