Documents, scanning and OCR

Document intelligence turns paper into structured data. Photograph or scan a receipt, invoice or statement, and the platform reads the supplier, date, net/VAT/gross amounts and line items — ready for you to review.

Uploading documents

• From the Practice → Documents area, upload a PDF, photo or scan.
• The scanner bridge (below) sends scans straight from an office scanner.
• Clients can also upload documents to the client portal.

How OCR works

1. The document is processed by the OCR engine.
2. Extracted fields are shown with per-field confidence scores, so you know what to double-check.
3. You confirm or correct the details before anything touches your records.
4. Reviewed documents can be exported to Excel with all the fields for a client.

Using the Scanner Bridge

The Scanner Bridge is a tiny Windows app that connects your office scanner to the portal:

1. Download it from the Downloads page.
2. In the staff console go to Practice → Scan devices and register the scanner (copy the one-time device token).
3. Configure the bridge with that token.
4. Scan a document — it uploads straight to the documents area and into OCR.

Document statuses

• uploaded / processing — received and being read.
• review_required — extracted, waiting for you to confirm the details.
• approved / rejected — your decision.
• duplicate — a match to an existing document was found.

Tips

• Photograph receipts straight on a phone in good light — flat and evenly lit works best.
• Check the confidence scores: low scores mean double-check that field.
• Export a client's scanned records to Excel for review or handover.

Related

• [Using the client portal](/guides/using-the-client-portal)