Manual upload
Drag PDFs and images straight into Inbox Ledger for one-off documents that are not in a connected inbox.
Manual upload
Member+Manual upload handles the documents that never reach a connected inbox: scanned receipts, PDFs you downloaded from a vendor portal, a photo of a paper invoice. You drop the file in and Inbox Ledger extracts it the same way it handles email attachments.
What you'll need
The member, admin, or owner role, and at least one credit available. Each document you upload uses one credit.
Upload a document
Open the upload window
In the dashboard sidebar, open Documents and click Upload.
Drop your files
Drag up to 10 PDFs or images onto the drop zone, or click it to browse. The window shows each file with its size and how many credits the batch needs.
Start the upload
Click Upload. Each file moves into encrypted storage and queues for AI extraction. A typical document finishes in 30 to 90 seconds.
Review the extracted fields
Open the document to check the vendor, amount, currency, date, and line items. Click any field to correct it if the AI read something wrong.
Confirm it worked
A green check appears next to each file when its upload succeeds, and the window closes on its own once the batch is done. The new documents then show up in the Documents list, ready for review as each one finishes extracting.
Supported formats
You can upload PDF, PNG, and JPG files for invoices and receipts. For the cleanest extraction, use a native PDF generated by the vendor's billing system rather than a photo of paper. Scanned PDFs that carry an OCR text layer work well too. A scan with no text layer can still be read, though the result may be less accurate.
Bank statements are different. Upload them under Reconciliation, not the Documents page, where Inbox Ledger accepts PDF, CSV, XLSX, XLS, OFX, QFX, MT940, MT942, BAI2, and image files (PNG or JPG).
Manual uploads skip pre-classification. Every file you upload is processed, whether or not it looks like an invoice, because uploading is a deliberate choice. If you upload a non-financial file by mistake, delete it from the Documents page.
Reference
Limits
- Up to 10 files per upload window.
- Each file must be 50 MB or smaller.
- A typical native invoice PDF is well under 1 MB, so the size limit only matters for large scans.
Related
Pre-classification
Why manual uploads bypass it.
Forwarding addresses
An alternative for ongoing capture from one sender.
Ready to try this?
Inbox Ledger turns your inbox into clean accounting data. The free tier includes 10 credits, refilled every 30 days.
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