1. Overview

The Documents workspace helps operators upload, organize, and monitor invoices, bills, receipts, and supporting business documents inside Finz.

Documents uploaded into Finz support:

• vendor tracking

• invoice review workflows

• operational reporting

• pricing visibility

• cash and margin analysis

• AI CFO insights

Finz automatically organizes uploaded files into the appropriate folders and workflows based on document type and vendor information.

Over time, Finz can also help operators monitor vendor price increases, recurring spending patterns, and changes across uploaded invoices.

Related Resources

• Upload and Manage Invoices

• Reviewing and Verifying Invoice Data

• What “Signals” Mean

2. Opening Documents

To access the Documents workspace:

• open Documents from the left navigation

• upload files using drag-and-drop or Select Files

• review pending invoices awaiting confirmation

• browse organized folders and uploaded files

The Documents workspace centralizes uploaded files, invoice workflows, and vendor-related activity in one location.

3. Uploading Documents

Operators can upload common business files directly into Finz.

Supported formats include:

• PDF

• JPG

• PNG

• HEIC

• CSV

• XLS

• XLSX

Uploaded documents may include:

• invoices

• bills

• receipts

• expenses

• operational documents

• supporting financial files

After upload, Finz automatically begins processing and organizing the document.

Related Resources

• Upload and Manage Invoices

4. Automatic Folder Organization

Finz automatically organizes uploaded documents into folders and workflows.

For example:

• invoices from the same vendor may be grouped together automatically

• bills may be routed into invoice review workflows

• uploaded files may be categorized by type or operational purpose

This helps operators avoid manually organizing large volumes of invoices and documents over time.

The Documents workspace is designed to keep financial records centralized and searchable as business activity grows.

5. Tracking Vendor Activity and Pricing

Over time, uploaded invoices help Finz build historical visibility into vendor activity and spending patterns.

This may help operators:

• monitor vendor price increases

• compare recurring invoice amounts

• identify unusual cost changes

• review purchasing trends over time

• understand spend concentration by vendor

These insights can later support Signals, Margin reporting, and AI CFO analysis workflows.

Related Resources

• How to Understand Margin (WTD / MTD)

• What “Signals” Mean

• What AI CFO Can Help With

6. Reviewing Pending Invoices

Invoices and bills that require review may appear inside Pending Invoices before they are finalized.

During review, operators may verify:

• vendor details

• invoice totals

• dates

• extracted line items

• pricing information

This review step helps improve categorization and reporting accuracy across Finz workflows.

Related Resources

• Reviewing and Verifying Invoice Data

7. Searching and Managing Documents

The Documents workspace allows operators to manage uploaded files over time.

Operators can:

• browse folders

• search uploaded files

• review vendor-related documents

• monitor upload history

• review QBO sync status

• organize operational records

Keeping documents organized improves visibility across reporting, workflows, and AI-powered insights inside Finz.

8. How Documents Connect Across Finz

Uploaded documents are connected to multiple workflows across the platform.

Document data may later support:

• Signals

• Margin reporting

• vendor monitoring

• cash analysis

• invoice workflows

• forecasting inputs

• AI CFO insights

The goal is to reduce manual tracking while helping operators maintain a more complete operating finance view across the business.

Related Resources

• Understanding Weekly Summaries

• What to Do Each Week in Finz

• What AI CFO Can Help With