Document vault
Every document, stored, searchable, linked.
Receipts, invoices, statements. Tag it, search it, and it auto-matches to the transaction it belongs to. Kept for 6 years by default.
Free for 14 days, no credit card
accounts-os.com/documents
Document VaultLive
Find the Adobe invoice from March
FFound it. INV-2201, £34.99, matched to your card payment on 4 Mar.
FFinn found it in one search, no folders.
Unlimited
Storage
6+ yr
Retention
Searchable
Full-text
Everything it does
Storage & search
- Unlimited document storage on every plan
- Full-text search across documents
- Tag and organise with custom labels
- Filter by type, date, vendor, status
- Original images preserved alongside extracted data
Matching
- Auto-match documents to bank transactions
- Match scoring (amount, date, vendor)
- Manual match / unmatch UI
- Pending matches queue
- Background cron for fresh uploads
Compliance
- 6+ year HMRC-compliant retention
- Privacy-controlled access (team / view-only)
- Audit log of every document access
- Encrypted at rest
Bulk upload & background processing
Catch up a month of paperwork in a single drag.
- Multi-file drop: invoices, receipts, statements, all at once
- Background queue processes via Gemini without blocking the UI
- Retry-safe: hardened against transient Gemini failures
- Content-hash dedup means the same file forwarded twice never doubles up
- Friendly bulk-upload modal for supplier invoices
Document detail & editing
Inspect every extracted field. Fix what's wrong. Don't re-upload.
- Document detail page shows everything Gemini extracted
- Editable line items: correct hours, rates, totals per row
- Auto-linked entities visible alongside the document
- Unlinked transaction finder shows what still needs a document
Capabilities at a glance
How It Works
By the numbers
Tagged
Organised
Custom tag system
Auto-match
To transactions
Receipt linked to bank line
Privacy
Controlled
Per-document access
Real-world Use Cases
Why founders pick this over the spreadsheet
Frequently Asked Questions
Is there a storage limit?
No. Unlimited storage on every plan included on every paid plan (14-day free trial, then £20/month).
How long are documents kept?
At least 6 years (HMRC's required retention for limited companies). You can keep them longer if you choose.
Can I full-text search?
Yes. Text within PDFs and OCR-extracted text from images is searchable.
Can I tag documents?
Yes. Custom tag system. Tags are searchable and filterable.
Who can access my documents?
By default, only you and team members you invite. Set per-document privacy where needed. Every access is logged.
How do receipts get linked to transactions?
Auto-match scores against unmatched bank lines using amount, date and vendor. Confident matches link automatically; uncertain ones land in a pending queue for one-click confirmation.
Explore more of AccountsOS
Receipt & Document Capture
Snap, forward, drop, dictate: receipts reach your books from 9 different channels.
Bank Reconciliation
Your bank feed teaches itself. The same payee never gets manually categorised twice.
Email Forwarding
Forward to documents@accounts-os.com: receipts, invoices, statements all flow in.
Messaging Channels
Wherever you message, you can do accounting.
Ready to try Document Vault?
Set up in minutes. Finn works in the background on your books, wherever you're based.
Free for 14 days, no credit card, cancel anytime