Upload center

Bulk upload bank statements, credit card statements, store statements such as Home Depot or Lowes, 1098s, bills, invoices, and receipts. The API stores originals in private R2 and records metadata in D1.

Statement upload

Bank, credit card, and store statements.

Property receipt email

Unique aliases per property once inbound routing is connected.

Folder sync

Phase 2 low-touch pipeline.