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System Apps Overview Browse & Upload Search Reconciliation Workbench Money Flow Document Types Tasks

Custom fields

Custom Document Type/Fields AI Custom Fields Non-AI Fields Formula Fields

Ai builder

AI Builder Overview TxScript Overview TxScript for Mini Apps TxScript for Tasks TxScript for Formula Fields

Faq

FAQ Overview Is %%APP_NAME%% an Accounting system?How do I get started?What types of documents are supported?What is a Folder Mapping?What are Mini-Apps?How do I integrate with external systems like ERP, CRM, or accounting software?How does Reconciliation work?How does pricing work?Where can I get help?

Integration

Integration Overview Email Upload Webhook Upload Webhook Get Document Webhook Delete Document Webhook Callbacks (Outbound)Complete Upload + Polling example

Pricing

Guides

How do I get started?

Quick start guide for new users

Getting Started Steps

Create your account
Upload your first document
Explore the System Apps
Build custom Mini-Apps using the AI Builder

See full guide here.

Is %%APP_NAME%% an Accounting system?What types of documents are supported?

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Getting Started Steps