Build a cleaner document workflow, step by step.
Guides for setting up Taxnify, processing daily financial documents, matching transactions, managing invoices, and exporting records.
Prefer a direct walkthrough?
If you are onboarding a team, connecting mailboxes, or preparing your first month-end match, we can help you get the structure right.
Company setup
Set legal details, accounting contacts, and the structure your archive will use.
Daily useUpload workflow
Understand how PDFs, receipts, scans, and email attachments enter the system.
Month-endTransaction matching
Learn how statement uploads reveal missing receipts and unmatched payments.
Team accessRoles and permissions
Decide who can upload, review, administer, and access company records.
InvoicesInvoice management
Create, store, and connect digital invoices with your archive.
ExportsReview and export
Download archive folders or exported records for accounting work.
Guides & Tutorials
Open the guide that matches the task you want to complete in Taxnify.
Add legal details, accounting contacts, primary inboxes, and bookkeeping context so automation starts from a clean base.
Assign admins, accountants, and internal users so sensitive actions stay controlled while daily work stays fast.
Learn the fastest path for PDFs, scans, receipt images, and financial emails so extraction and filing happen with less cleanup.
Upload bank, card, or PayPal reports and compare them with archived invoices and receipts to spot missing or unmatched items.
Use Taxnify's invoice tools to create, store, and connect outgoing invoices with the same accounting archive.
Review extracted details, correct documents that need attention, and download monthly, yearly, or complete archives when needed.