DOC VISION /
Upload invoices and receipts, connect your bank with Plaid, and let DocVision match every expense to its transaction automatically.
When everything is linked, build a monthly expense report - or any custom flow - with the Integrated Claude Code AI Builder.
Plaid Bank Integration || AI-Suggested Matches || Custom Reports with Claude Code
01 / SEE IT IN ACTION
Watch how DocVision connects invoices and receipts to Plaid bank transactions, reconciles them with AI-suggested matches, and builds a monthly expense report with Claude Code.
02 / HOW IT WORKS
STEP 1
Drag and drop invoices and receipts into DocVision. The AI reads every field - amounts, vendors, dates, line items - and turns each file into structured, searchable financial data.
STEP 2
Link your bank account in seconds using Plaid. Transactions sync automatically into DocVision - no more manually exporting and uploading bank statements.
STEP 3
The reconciliation workbench compares your expense documents to bank transactions and suggests exact matches by amount and date. Review and link them with a single click. Adjust date tolerance for near-matches.
STEP 4
With everything reconciled, use the Integrated Claude Code AI Builder to generate a monthly expense report, a vendor payment tracker, or any custom workflow - in plain language.
03 / FEATURES
Connect any bank account via Plaid. Transactions sync automatically - no CSV exports, no manual uploads, no data entry.
The workbench analyzes every expense document against every bank transaction and surfaces exact matches by amount and date. Review a batch in seconds.
Payments don't always clear the same day. Adjust the date tolerance to catch near-matches - one day, two days, or whatever fits your workflow.
Suggested pairs cover exact matches. For everything else, manually select a document and a transaction - the system auto-fills amount and currency.
Download a standard reconciliation report as CSV at any time. Open it in Excel, Google Sheets, or your accounting software.
Save your reconciliation session and pick up exactly where you left off next month. No re-configuration needed.
Describe the report or workflow you need in plain language. Claude Code builds it on top of your reconciled data - expense summaries, vendor trackers, audit views.
Reconciliation works at the line-item level, not just the document level. Match a specific invoice line to a specific transaction for a complete money-flow picture.
03 / TRUSTED BY THOUSANDS
04 / FAQs