Universal upload
A catch-all for unusual documents: AI decides what the file is and what to extract, and shows a preview for you to confirm.
The problem it solves
Some documents do not fit any typed converter.
How it works
- Upload the file.
- AI decides what it is and what to extract.
- Preview and confirm.
What your practice gets
- Handles odd documents.
- Original archived.
- Preview before anything is imported.
Questions accountants ask
Is the original kept?
Yes. The file is archived.
Do I confirm the result?
Yes.
When should I use it?
When a document does not fit the other import paths.
Related features
Features that work alongside universal upload.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoReview-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoAI opening balances
An AI workflow reads source documents and drafts the client's opening balances for your review.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.