What you can do today

  • Group PDFs into invoice batches and reuse client configurations.
  • Import XLSX or CSV templates and map the invoice register.
  • Track durable processing jobs and manually split invoice records by page range.

A monthly bookkeeping batch

Reuse a client setup, review supplier invoices, resolve exceptions and export the same register format for each close.

Supported scope and limits

  • Each PDF is limited to 20 MB and 300 pages; page allowance also applies.
  • Bulk ingestion from watched folders or email inboxes is not a supported public workflow.
  • Automatic classification and splitting of arbitrary document packets are planned.

Planned extensions

  • Document classification and automatic packet splitting.
  • Retry and exception queues across larger collections.
  • Scheduled ingestion and workflow triggers with delivery tracking.

How to check the result

  • Confirm the batch contains the expected source documents.
  • Resolve failed or unavailable pages before calling a batch complete.
  • Check the workbook template and approval state before download.