Help · Matching & exceptions
Uploads, remittance advice and exchange statements
Forward remittance emails or upload PDFs and statements. Extraction proposes, you confirm, and nothing is sent to a model without consent.
Updated
Some of what you need is not on-chain: the customer's email saying which invoices a payment covers, or the exchange statement showing a conversion to dollars and its fee. Gladpaid reads those documents so they can inform matching and complete the month's records.
Remittance advice
- 01
Send it in
Forward the customer's email to your business's inbound address (shown under Settings → Documents), or upload a PDF or image.
- 02
We extract the facts
Invoice numbers, amounts and transaction references are pulled out of the document.
- 03
You confirm
The extracted details are shown next to the original. Once confirmed, they become a matching signal for the receipt.
Exchange statements
Upload a CSV or XLSX statement from your exchange to record conversions to dollars and withdrawal fees that happen off-chain. Gladpaid proposes which columns hold the date, amount, fee and reference; you confirm the mapping once; after that the file is read by fixed rules, not guessed row by row.
Safeguards
- Every upload is treated as untrusted: file type checked, size limited, no macros, read in isolation.
- Every upload is scanned by the key guard. A file containing a recovery phrase or private key is refused and not stored (see Why we never ask for keys).
- AI extraction runs with a provider that does not retain or train on the data.
- Data that came from Xero is never sent to an AI model unless your business has given explicit consent in Settings → Documents.
- Extraction proposes; a person confirms. Nothing extracted is posted without review.
Monthly allowance
| Plan | Documents per month |
|---|---|
| Starter | 10 |
| Business and Firm | 100 |
| Scale | 500 |
The count resets at the start of each billing period. See Pricing.
Related
- Receipts with no clear invoiceWhat to do with a low-confidence receipt: pick the invoice, split it, or mark it as something other than an invoice payment.
- Why we never ask for keys or recovery phrasesGladpaid refuses private keys and recovery phrases everywhere, never logs them, and never needs them.
- Understanding match confidence: High, Medium and LowHow Gladpaid matches receipts to invoices with explicit rules, and what each of the three confidence tiers means.
Did this not answer it? Write to support@gladpaid.com with the business name and the item. Please never include a recovery phrase or private key; we will never ask for one.