Stop sorting receipts manually. Upload your documents and get a clean expense report in minutes.

Upload receipts, invoices, payslips, statements, and contracts, and Smart Storage turns them into clean structured records — vendor, date, amount, category — and then into reports you can actually use. No manual data entry, no spreadsheets.

Receipts, invoices, payslips, income and bank statements, transaction records, and contracts — as PDF, photo (JPG/PNG/HEIC/WEBP), CSV, or Excel, up to 60 MB each. Snap a photo of a receipt or drop in a whole spreadsheet; both work.

Seven, all built from your own documents: Expense Summary, Income Summary, Profit & Loss, Business Expense, Contract Summary, Key Terms, and a Schedule C–style Tax Bundle. Every one is exportable.

Yes — Smart Storage generates import-ready files for QuickBooks (3- and 4-column) and Xero, so your bookkeeping tool gets clean data without manual entry. (These are files you import; live two-way sync is on the roadmap.)

Free is for trying it out — 10 documents a month. Paid plans unlock the parts that actually save time: unlimited report exports, QuickBooks/Xero export, advanced analytics and custom dashboards, recurring-expense detection, priority processing — and the Claude connector. If you handle more than a handful of documents a month, it pays for itself in the data entry you stop doing.

It connects Smart Storage directly to Claude, so your books become something you can just talk to. Instead of opening dashboards and clicking through exports, you ask — "run my tax bundle for 2025" or "give me a QuickBooks export for this quarter" — and Claude does it against your own account, right in the chat. It turns a multi-step workflow into a single sentence.

Three things, all on your own documents: add new documents to Smart Storage, run your Tax Bundle and Business Expense reports, and generate an import-ready QuickBooks or Xero file — without leaving the conversation. Your other reports and full dashboards live in the web app.

Because Smart Storage is where your records live — organized, extracted, and always current. Upload a document once and it stays; you never re-upload, re-search, or re-explain your history each session. Claude then works off that structured, up-to-date store on demand. Files dropped into a one-off chat disappear when it closes — Smart Storage is the memory and structure that makes every future question, and every report, instant. Using both is the point: Smart Storage remembers and organizes; Claude acts on it.

No. In Claude you choose "Add custom connector," paste one URL, and sign in with the email on your AVIntelligence account. No keys, no code, no setup — about a minute.

Pro or Business. It's included with both.

Yes. Each account's documents are isolated at the database level, processing runs server-side, and the Claude connection uses secure OAuth sign-in — AVIntelligence never sees your password, and the connector only ever touches your own account. Reports and exports through Claude are read-only. Built on SOC 2 Type II-certified infrastructure.

Your dashboards handle multiple currencies. The Tax Bundle is intentionally USD-only for filing accuracy — any non-USD items are listed separately so nothing gets silently mixed into your totals.

High-confidence items flow straight through; anything uncertain is flagged for you to review and reclassify, so a questionable line never quietly lands in a report. You always keep control of the final numbers.

No — and we're deliberate about that. Smart Storage organizes your records and hands your accountant a clean, Schedule C–style starting point. It's built to save you both hours, not to replace a licensed preparer. Always confirm filings with a professional.