Beanflow - AI-Powered Automated Bookkeeping for Canadian Small Businesses

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

Documents Tutorial Complete!

You've learned how to organize, upload, configure, and process documents in Beanflow.