Document Attachments

Document attachments connect your paper trail to your digital ledger. When you receive a vendor invoice, upload a receipt, or file a contract, the attachment system stores the original document, extracts key data, and links it to the corresponding accounting transaction. This means every number in your ledger has the supporting documentation to back it up.

How Attachment Works#

The attachment workflow is designed to be seamless. When you upload a document to the system -- whether through chat, email, or the admin dashboard -- the system analyzes it first. Using OCR and AI-powered document analysis, it extracts the vendor name, invoice number, amounts, dates, and line items. This extracted data is used to create or match the accounting transaction.

Once the transaction is created, the document is stored in secure cloud storage and linked to the transaction record. The original file, extracted text, extracted amounts, and metadata are all preserved as part of the attachment record. This means you can find any document by searching for the transaction it belongs to, or search attachments directly by vendor, date, or amount.

Supported Document Types#

The system handles the document formats you encounter in real business operations. PDF invoices and contracts are the most common. Image files (JPEG, PNG) support photographed receipts and scanned documents. Text and CSV files cover structured data imports. Each format goes through the appropriate extraction pipeline to capture as much structured data as possible.

Secure Storage#

Documents are stored in enterprise-grade cloud object storage with encryption at rest. Upload links are pre-signed and time-limited, ensuring documents can only be uploaded through authorized channels. Once stored, documents are accessible only to users with the appropriate permissions for the linked transaction.

Audit Trail#

Every attachment carries metadata about who uploaded it, when it was uploaded, and how it was processed. The extracted data is stored alongside the original document, so auditors can verify the extraction accuracy. If the OCR extracted an amount differently than what was posted, the discrepancy is visible in the attachment record.

Practical Integration#

Document attachments work naturally with the rest of the system. When the bill processor agent receives an emailed invoice, it creates the attachment automatically as part of the transaction posting flow. When an employee submits a receipt for a card transaction, the receipt is stored as an attachment linked to the card transaction. When you upload a document in chat, the system offers to create the corresponding transaction and attachment in a single flow.

This integration means your document management is not a separate system requiring separate workflows -- it is built into the accounting operations you are already doing.