Document Upload

Upload bank statements, receipts, and invoices to extract transactions and sync them to your destinations.

Intro

Document Upload lets you extract transactions from files like bank statements, receipts, and invoices using AI-powered OCR (optical character recognition). Extracted transactions can be reviewed, edited, and synced to destinations like Google Sheets, Notion, Airtable, and more.

This is useful for importing transactions from sources that aren't connected via Plaid or Mercury, such as paper statements, PDF exports from smaller banks, or expense receipts.

Supported File Types

Document Upload supports a wide range of file formats:

  • Documents: PDF, DOCX, PPTX, TXT, EPUB, XML, RTF, ODT, BIB, FB2, IPYNB, TEX, OPML
  • Images: JPG, PNG, AVIF, TIFF, GIF, HEIC, HEIF, BMP, WebP

The maximum file size is 50MB, and the maximum number of pages per document is 1,000.

Plan Limits

Document Upload pages are metered monthly. The page limit is shared across all import types (receipts, bank statements, and invoices).

  • Free: 10 pages per month
  • Starter / Personal: 100 pages per month
  • Pro: 200 pages per month
  • Business: 1,000 pages per month

Uploading a Document

  1. Navigate to the Uploads page in your dashboard
  2. Click Upload Document
  3. Drag and drop a file or click to browse, or use Take Photo on mobile to capture a receipt
  4. Click Upload & Extract to begin processing

Processing typically takes 10-30 seconds depending on the document size.

Reviewing Extracted Transactions

Once processing is complete, you'll see a table of extracted transactions with the following fields:

  • Date: The transaction date
  • Merchant: The merchant or payee name
  • Description: Full transaction description or memo
  • Amount: Transaction amount (negative for debits, positive for credits)
  • Currency: 3-letter ISO currency code
  • Category: Transaction category (searchable dropdown with 100+ categories)

You can edit any field before syncing. You can also remove transactions that were incorrectly extracted.

Syncing to a Destination

The upload flow is a guided three-step process: Review → Choose Destination → Done.

After reviewing your transactions:

  1. Click Choose Destination — your edits are saved automatically
  2. Select an existing destination or click Add new to create one (Google Sheets, Notion, Airtable, Email, Slack, or Webhook)
  3. Click Sync Transactions

Destinations created from the uploads page are dedicated to document syncing and won't appear on your main Destinations page.

After syncing, you can click Sync to Another Destination to send the same transactions elsewhere.

Sync History

After syncing, the document detail page shows a Sync History section with:

  • A summary of syncs per destination (sent, pending, failed counts)
  • A detailed log of each synced transaction and its status

Deleting Uploads

You can delete any upload by clicking the trash icon in the top-right corner of the document detail page. This removes the uploaded file and hides the document from your list. Note that deleted uploads still count toward your monthly page quota since pages are metered at the time of processing.

Tips

  • For best results with bank statements, upload the original PDF rather than a scanned image
  • Receipts work best when the image is clear and well-lit
  • The OCR engine automatically detects currency, categories, and merchant names
  • If a transaction is extracted incorrectly, edit it before syncing rather than fixing it in the destination