t01 Entity & client
Name is
Auto (person vs company)
Person
Company / business
IC / MyKad no. · reads gender + DOB
Gender
Auto (IC / name)
Male
Female
Title
Auto
MR
MS
MDM
EN
PN
CIK
DR
PROF
(none)
Ethnicity · name guess
Auto (from name)
Chinese
Malay
Indian
Other
t02 Claude API key ▾
Claude API key
Remember Forget
AI reader
Haiku 4.5 — fastest / cheapest
Sonnet 5 — balanced, good value (default)
Opus 4.8 — previous flagship
Opus 5 — sharpest reading, 3× the price
Custom model ID…
1 lane 2 lanes 3 lanes 4 lanes 6 lanes 8 lanes
Stored only in this browser. The file holds no key — safe to share or host. Get a key at console.anthropic.com.
t03 Add files
Legend / codes Short forms Bulk rename Bulk edit Clients Load session (JSON) ⚡ Resume from workspace 🧲 BillCleaver manifest… 🏪 Suppliers / contacts ◯ Reconcile pages ✓ Second look ⚖ Measure thinking 🔎 Batch review \ud83d\udce6 The set 📗 Chart of accounts 🗂 Category map 📥 Read queue 📒 Ledger 🧠 Save read cache 🧠 Load read cache
Don’t ask again for the rest of this session
Cancel
Yes
Bulk rename — applies to all processed files
Apply to all
Reset to auto names
Order: find/replace → remove → insert/prefix/suffix → numbering → case.
Bulk edit fields — set a field across many files at once
Applies to all processed files (or only ticked rows). Entity sets the prefix and drops any counterparty that matches it. Class codes: bill, sales, payment, voucher, utility, payroll, statement, report, supporting, note, image, document. LTT class + others: see the Legend.
Find
Read & rename
🧾 Claim batch
\u25A0 Stop all reading
Combine selected (0)
Order: as added OK first Needs-attention first By group By class By supplier By entity By amount (high-low) By date (newest first) By date (oldest first) Group: contact \u2192 account \u2192 date \u2192 type
\u21BB Refresh order
Show: all
⚠ needs a look
⛳ checking points missing
not yet ✔ verified
✔ verified
🧾 bills / documents
💳 proof of payment
📋 statements / summaries
⚠ has “Other” (Other-Other first)
⚑ has LTT remark / outside period
📕 no accounting entry (stmt / payslip / forms / QUO / PO…)
manual / error
queued / working
⏸ held back from reading
🔗 attached to another transaction
✔ Verify selected
✔ Verify page
✔ Verify all shown
✖ Untick shown
📅 Inherit MB dates
🕐 Doc time → scan time
Entity: top
Entity: file
Refresh names
⟳ Re-read empty
🔢 Control tail: on
Dates → document date
Download…
Download ZIP
📁 Workspace: Downloads
Save to folder…
🖼→📄 images out as PDF
Rename in place
↩ Undo rename in place
Batch list (.xlsx)
Hide details
🖼 Inline preview: on
🗂 File cards: hidden
History (0)
Save JSON
Load JSON
Clear
Rename history
Download log (.xlsx) Clear history
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