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Getting documents in

How documents become data, and every way to get them into Merchaint.

4 articles

Reading documents

How Merchaint turns a PDF into data, and what to do when it reads it wrong.

7 articles

Modules & records

Where your data lives: the modules that hold your records, the columns on them, and how a record moves from open to done.

12 articles

Cleaning & connecting data

Turning the raw text on a document into your own suppliers, codes and cost centres.

4 articles

Matching & reconciliation

Pairing documents against each other and clearing what doesn't match.

8 articles

Rules & automation

Build a workflow once and let it flag, check, approve and move records for you — including to and from your accounting system.

18 articles

Integrations

Link Merchaint to Xero or QuickBooks, bring records in and send them back out, and check what actually synced.

16 articles

Account & workspace

Your own profile and password, the people in your organization and what they can do, and how you are billed.

9 articles

Troubleshooting

The problems that come up most, and how to clear them.

5 articles