Upload a receipt, bill or invoice (PDF or image). FINUXI extracts fields with deterministic rules, never inventing missing values; you confirm or correct them, then link the document to its bank transaction.
Steps
- Upload the file.
- Review the extracted vendor, date, total and due date; correct anything wrong.
- Approve the extraction.
- Accept a proposed transaction match, or choose one.
What you get
Approved invoices and bills feed AR and AP aging; linked payments reduce their open balance.
Who can do this
Owners, admins, accountants and bookkeepers can make changes; managers and viewers can only view.
If something goes wrong
- A field is empty.
- FINUXI leaves missing fields empty rather than guessing; enter the value from the document.