Import your documents with SnapConnect

Three ways to get your receipts, invoices and statements into SnapLedger — connect your sources, drag-and-drop in bulk, or scan on your phone — and watch them process automatically.

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SnapLedger Editorial
The SnapLedger team on accounting, tax and building a global financial platform.
July 2, 2026·2 min read

Getting your paperwork into SnapLedger takes almost no effort — there are three ways, and you can mix them. This tutorial shows all three and the automatic processing that follows.

Written steps

  1. Open Upload → the SnapConnect Center. Connect the places your money already moves, read-only:
    • Email — receipts and invoices that arrive in your inbox are imported for you, no manual uploads.
    • Payment processors — your provider's record of sales, fees and payouts imports as monthly statements that reconcile into your books.
    • Crypto exchanges — trades, transfers and balances import as read-only statements so your digital-asset ledger and cost basis stay complete.
  2. Or drag-and-drop in bulk. Under Upload Document, drag files into the drop zone or use Select Files / Select Folder to upload many at once (JPG, PNG, PDF).
  3. Or scan on your phone. Point your camera at a receipt — "Position the document in view" — and capture. It uploads straight to your Vault.
  4. Watch it process automatically. Each document uploads, is checked, and is saved to your Vault and books — you'll see the live status (Uploading… → Checking… → Saved) as SnapLedger extracts and files everything.

Connect your email and payment processors once, and most of your documents arrive on their own — the tidiest books are the ones you barely have to feed.

What you learned

You imported documents three ways — connected sources, bulk upload, and mobile scan — and saw them processed into your Vault and books automatically.

Import your first documents

Do it in SnapLedger

UploadConnect
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