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Manual entry is the baseline. AI document parsing is the accelerator: drop in a financial document and Claude Haiku 4.5 extracts the transaction details and pre-fills the form. You always review and confirm before anything is saved — the AI assists, it never acts on its own.

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How to parse a document

  1. Open Upload in the sidebar (or press U).
  2. Drag and drop a receipt, invoice, payment confirmation, or statement line.
  3. The fields populate as the parse runs.
  4. Review any flagged fields, correct if needed, and Save.

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What gets extracted

myClerkBook pulls out the transaction type, amount, currency, date, vendor or source name, suggested groups, a recurring flag, and a trial end date (for trials). Each field carries a confidence score. Fields below the confidence threshold are highlighted so you know exactly what to double-check.

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Supported files

JPEG, PNG, WebP, GIF, TIFF, HEIC/HEIF, PDF, DOC, DOCX, TXT, and CSV. Maximum size: 10MB per file.
  • Single upload streams results field by field as the parse runs.
  • Bulk upload handles 1–20 files in one batch, processed one at a time with a progress bar.

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Rate limits

Parsing is rate-limited per day and resets at midnight UTC:
PlanParses per day
Basic10
Premium100
Uploading the exact same file again within 30 days returns the previous result instantly, with no new AI call.

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Privacy

Before any document text reaches Claude, the sanitizeForAI() function strips all personally identifiable information. Claude never receives your name, email address, or account numbers — only the financial content needed to extract the transaction.
Anthropic’s commercial API does not use your data for model training, and retains API logs for a maximum of 7 days.
Sanitization covers text content. For image files, any text visible in the image itself (for example a name printed on an invoice header) is sent as part of the image. Keep this in mind when uploading photos of sensitive documents.