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Demo

Newly received client documents and their pipeline state.

Demo mode. Client and document data is sample data. Uploads stay on this device — nothing is stored in the cloud or processed by AI.
DocumentClientTypeStatusAmountDateReceived
Home Depot
Home-Depot_208.22.pdfDemo
ABC PlumbingReceiptReady$208.222026-08-07Sep 7, 9:00 a.m.
Shell Canada
Shell-Canada_94.16.pdfDemo
XYZ ConstructionReceiptReady$94.162026-08-06Sep 6, 11:00 a.m.
Rogers
Rogers_Invoice_173.40.pdfDemo
ABC PlumbingInvoiceNeeds Review$173.402026-09-05Sep 5, 8:00 a.m.
Unknown Vendor
Receipt_41.27_unlabeled.pdfDemo
North Shore DentalReceiptNeeds Review$41.272026-08-04Sep 4, 2:00 p.m.
Sand-finale
Sand-finale_12.00.pdfDemo
XYZ ConstructionReceiptProcessed$12.002026-07-30Aug 30, 9:00 a.m.
Telus
Telus_Invoice_99.00.pdfDemo
Maple Cleaning ServicesInvoiceProcessed$99.002026-07-27Aug 27, 10:00 a.m.
BMO
BMO_Statement_2026-08.pdfDemo
ABC PlumbingBank StatementProcessed2026-07-19Aug 19, 8:00 a.m.
Home Depot
Home-Depot_Ret_64.10.pdfDemo
ABC PlumbingReceiptProcessed$64.102026-07-14Aug 14, 9:00 a.m.
BC Hydro
BC-Hydro_112.30.pdfDemo
Maple Cleaning ServicesInvoiceProcessed$112.302026-07-09Aug 9, 7:00 a.m.