Many accounting platforms allow bill records to be uploaded in bulk. The real operational bottleneck is attaching the actual supporting documents — invoices, purchase orders, quotations — reliably and at scale.
This tool automates document attachment to existing bill records, with validation, deduplication, and full execution visibility.
View 2-Minute DemoAccepts CSV or Excel files. Users select the column representing bill identifiers and one or more columns representing document references.
Multiple rows referring to the same bill are grouped automatically. Duplicate filenames are ignored, while distinct files are preserved.
A single root directory can be selected. The system scans all subfolders to locate referenced documents.
Files are validated before any API interaction, reducing avoidable failures and unnecessary quota usage.
All issues are recorded as pre-failures to prevent wasted API calls.
During execution, each bill and document is processed with explicit status reporting:
All results are searchable with fast typeahead for audit and support.
Current focus: Safe, high-volume attachment of documents to existing bill records in accounting and finance systems.
Planned expansion: Automated creation of records from documents. This capability is under active development.
Teams interested in upcoming functionality are encouraged to connect — early input helps shape the final workflow.
A short demo shows configuration, validation, and real execution results.
Evaluation licenses are available for teams managing frequent uploads.
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