Hand your agent an invoice or receipt

Give your agent an invoice or receipt as a PDF or as text. It reads the document, tells you what it found, and records the bill or the payment you made, but only if you have allowed it to, and only for a vendor you already have an agreement with. Invoices you send to customers are not recorded this way yet. Anything it is unsure about comes back to you with the reason, so you decide.

Bills and payments recorded from a file link back to it. Files keep the names you gave them, and PDFs now open in Safari. Scanned pages are read and sorted but never booked automatically; only PDFs with selectable text can be recorded.