1
Start with the document
Incoming bills and receipts can be reviewed from a Nextcloud inbox with the source file visible while the user works.
First-look product demo
Document management and QuickBooks Online, working together.
Watch how File Folders connects Nextcloud document storage, OCR review, QuickBooks Online purchase transactions, and organized document archiving in one workflow.
Complete first-look demo. Best viewed full screen.
2
Create a reviewed draft
OCR can extract the first pass of vendor, date, document number, total, tax, memo, and line details for user review.
3
Post and keep the link
After review, the transaction can be posted to QuickBooks Online and the original document can remain linked for later lookup.
Have a document-heavy bookkeeping workflow?
File Folders is built for bookkeepers, accountants, farms, contractors, and small businesses that need cleaner document-to-transaction handling.
Randy Sekura, Chartered Professional Accountant · Hanna, Alberta · randy [at] filefolders.ca