Help & Documentation

Set up your account, add locations, invite team members, and scan your first invoice in under 5 minutes

Have vendors email invoices directly to your location for automatic processing

Download the iOS or Android app and start scanning invoices on the go

Scan invoices using your phone camera or upload images/PDFs from the web. NexosIQ extracts vendor, line items, totals, and dates with 99% accuracy.

Scan receipts for expense tracking with auto-categorization by tax category (meals, supplies, travel, etc.)

Scan multi-page invoices (like Sysco orders) — each page is combined into a single PDF and processed as one record

Scan invoices and receipts without internet. Items queue locally and auto-sync when you reconnect.

Connected suppliers — per-store email forwarding, Gmail (read-only), Stripe paid invoices, and AWS monthly bill. Auto-ingest into the right store's ledger.

Auto-sync invoices as bills and receipts as expenses. Configure account codes, view sync history, and bulk sync.

Auto-sync invoices as bills and receipts as bank transactions. Configurable expense and bank account codes.

Forward vendor invoices to auto-generated location email addresses for automatic processing

Register webhook endpoints to receive real-time notifications for invoice and receipt events

Account Owner, Executive, Accounting, and Location Manager roles with tailored permissions for each

Optional approval workflow with auto-approve thresholds, bulk approve/decline, and sync gating

Transfer Account Owner role to another active team member from Settings

Real-time spending overview, vendor analytics, price trends, and customizable date ranges

Generate spending reports with summary stats, trend charts, top vendors, and export to Excel

Automatic detection of vendor price increases with configurable thresholds and lookback periods

Compare current vs. previous period spending per vendor to detect unusual patterns

Compare Starter, Professional, and Enterprise plans. Per-location monthly or annual billing.

Premium Reports, Variance Analysis, Unlimited Data Retention, API Access, Email Ingestion, Scheduled Reports

Add credit/debit cards or ACH bank accounts, manage payment methods, and access Stripe billing portal

All data encrypted in transit and at rest using current industry-standard algorithms

Unlock the mobile app with biometric authentication — credentials stored securely in iOS Keychain

Default 3-year retention with optional unlimited retention add-on. 7-year backup for IRS compliance.

Your data is fully isolated from every other client on the platform

RESTful API for programmatic access to invoices, receipts, locations, and vendors with API key auth

Subscribe to events like invoice.completed, receipt.completed, and more with cryptographically signed payloads

Create, manage, and revoke API keys from Settings. Keys authenticated via X-API-Key header.