Invoices & Documents

How invoices, receipts and contracts arrive, and how to check them.

8 articles

• Working with InvoicesAI Finance Team reads every invoice for you: it extracts the data, works out which of your companies the invoice belongs to and whether it is income or an expense, finds the partner, and suggests categories and VAT…
• Uploading FilesFor clientsYou can upload invoices and bank statements one at a time, in bulk, or as a ZIP archive. Uploads run in the background, so you can keep working while they process.
• Forwarding Documents by EmailFor clientsEvery workspace has its own email address. Forward an invoice or a receipt to it and it appears in the workspace within about a minute, with no logging in and no manual upload. It is the easiest way to capture the SaaS…
• NAV Online Számla (Hungary)For Hungarian companies, AI Finance Team can import invoice data directly from the Hungarian Tax Authority's NAV Online Számla system. Because suppliers report their outgoing invoices to NAV, your cost invoices often…
• DocumentsDocuments is where contracts, invoice attachments and other paperwork live: everything that matters to the books but is not an invoice or a bank statement. A lease, a loan agreement, a costing manual, a chart of…
• Invoice AttachmentsAn invoice often comes with paperwork that proves the work was done or the goods arrived: a performance certificate, a timesheet, a delivery note. In AI Finance Team you keep these attachments on the invoice itself, so…
• Missing ReceiptsFor clientsMissing receipts is the page where your accountant's missing paperwork collects itself. When the books are missing a source document that only you can provide, usually the invoice behind a payment, it appears here as…
• Multi-Currency & Exchange RatesA document in a foreign currency keeps its original amounts, and AI Finance Team adds the converted ones beside them. Nothing is ever rewritten.