1. Overview

The Documents workflow allows operators to upload invoices, bills, receipts, and supporting files directly into Finz.

Uploaded documents can later support:

• invoice review workflows

• vendor tracking

• unit price monitoring

• operational reporting

• forecasting inputs

• AI CFO analysis

Finz supports both drag-and-drop uploads and manual file selection.

2. Opening Documents

To begin uploading files:

• open Documents from the left navigation

• select Select Files or drag files directly into the upload area

Finz supports common document and image formats including:

• PDF

• JPG

• PNG

• HEIC

• CSV

• XLS

• XLSX

3. Selecting files to upload

After selecting a file, Finz prepares the document for upload.

Operators can review:

• selected file name

• file type

• upload readiness

Large files or multi-page documents may take additional time to process.

4. Choosing a document type

Before uploading, operators must select a document type.

This helps Finz organize and process documents correctly across workflows.

Common document types may include:

• bills

• invoices

• expenses

• receipts

• operational documents

• other supporting files

Selecting the correct type improves downstream categorization and reporting accuracy.

5. Adding tags (optional)

Operators can optionally add tags before uploading.

Tags help organize and search documents later.

Teams commonly use tags for:

• vendor names

• locations

• departments

• reporting periods

• operational categories

Tags are optional and can be updated later if needed.

6. Uploading the document

Once the document type is selected:

• select Upload

• Finz begins processing the document automatically

Uploaded documents will appear inside the Documents workspace and may enter review workflows depending on the file type.

Bills and invoices requiring confirmation may appear inside Pending Bills.

7. Reviewing uploaded invoices and bills

Invoices and bills often require operator review before they are finalized.

During review, Finz extracts:

• vendor details

• invoice totals

• dates

• line items

• pricing information

Operators can edit and confirm extracted values before saving.

For invoice review workflows, see:

Related Articles

• Reviewing and verifying invoice data

8. Managing uploaded documents

Uploaded files are organized into folders inside Documents.

Operators can:

• search documents

• filter by tags

• review upload history

• organize files by type

• monitor QBO sync status

Documents remain accessible for future operational and reporting workflows.

9. Common upload issues

Missing document type

Uploads cannot continue until a document type is selected.

Unsupported file format

Some file formats may not be supported for processing.

Incomplete invoice parsing

Complex invoices or low-quality scans may require additional review after upload.

Upload processing delays

Large files or multi-page documents may take additional time to process.

10. Recommended next steps

After uploading documents, operators often continue by:

• reviewing pending invoices

• verifying extracted invoice data

• monitoring vendor pricing changes

• reviewing Signals

• checking Margin reporting

• asking AI CFO about recent spending changes

Keeping documents organized and reviewed improves operational visibility across Finz.