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AI-Assisted Journal Entry

Let AI read your documents, pick accounts, and draft balanced entries. This section shows the flow and where screenshots belong.

AI-assisted journal entry hero

1. Upload documents​

  • Supported: JPG/PNG/PDF invoices, receipts, bills, bank statements.
  • Use “Upload invoice/receipt” on the journal screen; you can attach multiple files.
  • AI runs OCR, extracts supplier/date/amount/tax, and keeps files in the Attachments tab.

2. AI recognition & account selection​

  • AI maps extracted data to existing accounts; if missing, it suggests creating a new account with code/name/type.
  • You approve or adjust the suggested account before it is added.
  • A summary table shows extracted fields, proposed accounts, amounts, and rationale.
AI recognition results

3. Guided entry creation​

  • AI pre-fills debit/credit lines; edit amounts, split lines, or add allocations.
  • Attachments stay linked to each line for audit traceability.
  • Use “Test recognition” to re-run OCR/LLM if the result needs improvement.
  • Post the entry or save as Draft when ready.

4. Next steps​

  • Review created entries in Ledger Journal Entries.
  • Adjust or expand your chart of accounts based on AI recommendations before processing more uploads.