AIONA Docs

Upload a document

Get an invoice or receipt into a client's book and see it become a draft.

Document Intake with a queued file and the Process button
The live product on a demonstration book.
  1. Open the client company, then Document Intake in the left menu.
  2. Leave Document Type on Auto-detect unless you already know what the file is.
  3. Drag the file onto the drop zone or click to browse. PDF, phone photos, images and spreadsheets are all accepted; the limit is 10 MB per file.
  4. The file appears under Files to process. Click Process.
  5. Within a few seconds the file shows as complete and a draft appears under Drafts with its confidence tier.

You can also forward documents by email. Every client book has its own intake address, shown on the client's Invite page; anything sent there lands in the same queue.

If a document is not a bill (a bank statement, say), AIONA routes it away from coding. Statements go to Reconcile.

Other guides