AI invoice and receipt processing
Turn supported invoice, bill and receipt files into an accounting workflow with document extraction, record matching and the original attachment kept with the result.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
From a document to an accounting task
Upload a supported PDF or image, or use a configured intake channel. Document processing identifies the type, dates, parties, amounts and currency needed by the accounting workflow. The aim is not simply to extract text: it is to connect the source to an appropriate bill, expense or other supported document with meaningful accounting references.
Keep the original and inspect the result
Matching and classification depend on your company records, tax setup and instructions. The original attachment provides evidence for later review rather than disappearing after extraction. Follow processing outcomes and review cases that need a decision. Spreadsheet imports have a separate row-based FOR:DATA workflow, so a table of transactions is not treated as one invoice.
What to know before you start
Readable source files and correct company instructions matter. Processing is not a guarantee of error-free recognition; document limits, supported formats and automatic recording depend on the plan and setup.
Practical questions
Is this just OCR?
No. Extraction is followed by supported accounting classification and record workflows. The original document remains important evidence.
How do I import many spreadsheet rows?
Use FOR:DATA for supported CSV and Excel imports, with explicit instructions about the records to create.
Continue the workflow
Accounting documents by email
Bring supported documents into the accounting workflow through configured email intake, reducing the need to download and manually re-upload every supplier attachment.
Accounting assistance on WhatsApp
Use the configured WhatsApp channel for supported conversations, document submission and notifications when you are away from the web workspace.
Excel and CSV data import
Turn supported spreadsheet rows into accounting records with explicit import instructions, target-document choices and processing outcomes through FOR:DATA.