Dashboard
Overview of all accounts and billing data
Drop any Excel / CSV here or click to browse
Directory sheets, reference data, vault line items — pick the destination, map columns once, auto-links to matching accounts
| Account | Lines | Net Total | Bill(s) | Cost Types |
|---|
Directory
Every phone line and account — search by name, phone, address, extension, or account number
| Phone | Name / Label | Ext | Type | Account # | Company | Address | Notes |
|---|
Bills
Each imported PDF bill is stored separately — new bills never affect previous bills
Drop a Bill PDF here or click to browse
PDF text is extracted → parsed for account numbers & amounts → you review before saving
Also supports .xlsx files
Location Audit
Review all locations — company name, address, phones, contacts, services. Click any row to edit.
| Account # | Group Acct | Company | Address | Phones | Contacts | Services | Net Total | Status | Notes |
|---|
Data Vault
Full data browser — add, edit, or remove any line item
| Bill | Account | Qty | Price | Net Value | Type | Company | Job# | Code | Cost Type | Shop | Tax Code | Tax Val | UOM | Actions |
|---|
OCR Bill Scanner
Extract data from scanned or image-only PDFs using in-browser optical character recognition
Drop a scanned PDF here or click to browse
Use for bills scanned from a copier (e.g. Konica Minolta SKM_ files). OCR runs entirely in your browser — nothing is uploaded.
⏰ ~2-4 seconds per page