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Reading documents
How Merchaint turns a PDF into data, and what to do when it reads it wrong.
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.
Cleaning & connecting data
Turning the raw text on a document into your own suppliers, codes and cost centres.
Matching & reconciliation
Pairing documents against each other and clearing what doesn't match.
Rules & automation
Build a workflow once and let it flag, check, approve and move records for you — including to and from your accounting system.
Integrations
Link Merchaint to Xero or QuickBooks, bring records in and send them back out, and check what actually synced.
Account & workspace
Your own profile and password, the people in your organization and what they can do, and how you are billed.