Frank's document uploader lets you bring bills, invoices, and receipts into Frank, even when they don't flow in automatically from your accounting system. Once uploaded, Frank scans each document, links it to the matching bank transaction, and factors it into your cash flow forecast.

How to upload documents video.

After you upload, Frank scans each document and looks for a matching transaction in your bank feed. He checks for matches roughly four times a day. When he finds a match based on the vendor, amount, and date, he automatically links the document to the transaction.

This gives you a complete paper trail inside Frank. If there's ever a dispute with a supplier, you can pull up the original bill or receipt without having to hunt through anyone's inbox.

If the payment hasn't come through by the time you upload, Frank will keep looking. As soon as the bank transaction arrives and it matches, he'll link them together.

Uploaded documents also feed Frank's cash flow forecast. When Frank has a bill or invoice on file, he can see the due date, the amount, and whether it's been paid, and he factors all of that into the 30-, 60-, 90-, and 180-day forecast.

The more documents you give Frank, the more accurate his forecast becomes. This is especially useful if your accounting system doesn't automatically pull in bills from all your suppliers.

When Frank links a bill to a bank payment, that connection also powers the Auto Reconciliation feature. Frank can use it to mark the bill as paid in your accounting system (QuickBooks or Xero) as part of the reconciliation process, so the work you do in one place carries through automatically.

For businesses making batch payments, such as a single lump-sum transfer covering multiple vendor bills, Frank can link each bill to the single payment and mark them all as settled.

Instead of uploading manually, you can forward any bill or invoice directly to this address: [email protected], and Frank picks it up automatically. This is especially useful if you have an accounts payable inbox where suppliers already send their bills; you can set up a forward rule and have everything flow into Frank without any manual steps.
​
If you have more than one entity, there will be a whitelisted email for each entity to forward invoices, bills, and receipts to Frank.

Upload bills, invoices, and receipts via the Documents page, either one at a time or in bulk. Frank will match them to your bank transactions, build your paper trail, improve your cash flow forecast, and power more accurate auto reconciliation. The more documents Frank has, the less manual work you'll need to do later.