The Browse app provides a Google Drive-style interface for navigating and managing your financial documents. Organize documents into folders, view metadata, and access your document collection with ease.
Create and manage a hierarchical folder structure to organize your documents:
View your documents with key metadata:
Right-click or use context menus to:
Navigate quickly through your folder hierarchy using breadcrumbs at the top of the document list.
Access Browse from the main navigation menu. Your documents are organized in folders, starting with "My Drive" as the root folder.
Documents can be moved between folders at any time without affecting their extracted data or reconciliations.