Helen

Documents

All financial documents received and processed by Helen.

	Date	Doc ID	Type	From	Status	Amount (SGD)	Source	Labels	Related To
	24 Feb 2026	DOC-1000	Supplier Invoice	SC E-commerce platform	Processed	$53.34	Email Sync billing@helen.com.sg	Software	Bill · 493406547
	23 Apr 2026	DOC-1006	Receipt	ST Payment processing	Processing…	$45.42	WhatsApp +65 9345 6789	Web service	—
	30 Aug 2026	DOC-1007	Unknown	? Not identified		—	WhatsApp +65 8123 4567		—
Attention required Unable to Process The document is unclear or unreadable. Helen successfully detected File WA-IMG-20260830.jpg Size 0.4 MB Pages 1 Legible text None Helen could not detect Supplier Transaction date Total amount Document type Helen finishes extraction and creates the related record automatically.
	30 Aug 2026	DOC-1008	Receipt	GR Ride-hailing		—	WhatsApp +65 9345 6789	Travel	—
Attention required Missing Amount Helen could not detect the total amount. Helen successfully detected Supplier Grab Transaction date 30 Aug 2026 Receipt number 4471123 Helen could not detect Total amount $ Helen finishes extraction and creates the related record automatically.
	—	DOC-1009	Receipt	SH Fuel		$82.40	WhatsApp +65 8123 4567	Travel	—
Attention required Missing Date Helen could not detect the transaction date. Helen successfully detected Supplier Shell Amount SGD 82.40 Receipt number 128811 Helen could not detect Transaction date Helen finishes extraction and creates the related record automatically.
	29 Aug 2026	DOC-1010	Unknown	AB Supplier		$1,240.00	Email Sync inbox@helen.com.sg	Office	—
Attention required Document Type Uncertain Helen could not determine whether this is a supplier invoice, receipt or credit note. Helen successfully detected Supplier ABC Pte Ltd Document date 29 Aug 2026 Amount SGD 1,240.00 Reference ABC-2291 Helen could not detect Document type Supplier InvoiceSales InvoiceReceiptCredit NoteBank Statement Helen finishes extraction and creates the related record automatically.
	28 Aug 2026	DOC-1011	Unknown	AS Office supplies		—	Email Sync inbox@helen.com.sg	Office	—
Attention required Multiple Documents Detected Helen detected more than one invoice inside this file. Helen successfully detected File ABC-Supplies-Aug.pdf Pages 5 Supplier ABC Supplies Invoices found 3 Helen could not detect One document per record Pages 1–2 · INV-AS-8801$1,240.00 Page 3 · INV-AS-8802$318.00 Pages 4–5 · INV-AS-8803$2,905.50 Helen finishes extraction and creates the related record automatically.
	08 Sep 2026	DOC-1015	Bank Statement	DB DBS Bank DBS Current •••• 8891	Processed	—	Email Sync estatement@dbs.com	Finance	DBS Bank · Aug 2026
	09 Sep 2026	DOC-1016	Bank Statement	DB DBS Bank DBS Savings •••• 2207	Processed	—	Email Sync estatement@dbs.com	Finance	DBS Bank · Aug 2026
	09 Sep 2026	DOC-1017	Bank Statement	OC OCBC Bank OCBC Business •••• 4412		—	Browser Upload Uploaded by Amanda Lee	Finance	OCBC Bank · Aug 2026
Attention required Some Pages Unreadable Helen read 3 of 5 pages. Pages 4 and 5 are a scanned image she could not decode, so any transactions printed on them are not in Bank. Helen successfully detected File OCBC_Statement_Aug2026.pdf Size 3.1 MB Account OCBC Business •••• 4412 Period 1–31 Aug 2026 Pages read 3 of 5 Transactions found 9 Helen could not detect Transactions on pages 4 and 5 6 transactions are already in Bank and 3 were skipped as already imported. Download a text-based copy from OCBC Velocity to get the rest of the month. Helen finishes extraction and creates the related record automatically.
	09 Sep 2026	DOC-1018	Bank Statement	DB DBS Bank Account not matched		—	Email Sync estatement@dbs.com	Finance	—
Attention required Account Not Recognised Helen read this statement but the account on it does not match any account in Bank. Nothing has been imported, because a transaction in the wrong account is harder to find than one that never arrived. Helen successfully detected File DBS_eStatement_Sep2026.pdf Account on statement 003-666620-4 · •••• 6620 Period 1–30 Sep 2026 Transactions found 51 Opening balance $8,410.22 Closing balance $11,905.60 Helen could not detect The account this belongs to Account this belongs to A new account still needs a chart-of-accounts line before anything reaches your books. Helen asks for that in Bank once the account exists. Helen finishes extraction and creates the related record automatically.
	09 Sep 2026	DOC-1019	Bank Statement	DB DBS Bank DBS Current •••• 8891		—	WhatsApp +65 9345 6789	Finance	—
Attention required Statement Already Imported Aug 2026 for DBS Current is already in Bank, imported on 8 Sep. Every line in this copy matches a transaction that is already there, so importing it again would double the month. Helen successfully detected File DBS_eStatement_Aug2026.pdf Account DBS Current •••• 8891 Period 1–31 Aug 2026 Transactions in this file 14 Already in Bank 14 of 14 Existing import BS-0819 · 8 Sep 2026 Helen could not detect Anything this copy adds Replacing re-reads the month from this file and removes BS-0819 first, which is worth doing only if the earlier import was wrong. Otherwise discard this copy — the month is already complete. Helen finishes extraction and creates the related record automatically.
	08 Sep 2026	DOC-1020	Bank Statement	OC OCBC Bank OCBC Business •••• 4412		—	Browser Upload Uploaded by Amanda Lee	Finance	—
Attention required Closing Balance Mismatch The transactions Helen read do not add up to the closing balance printed on the statement. One line was almost certainly misread, so nothing has been imported — a ledger that is quietly out by a few hundred dollars is worse than a month that is visibly missing. Helen successfully detected File OCBC_Statement_Jul2026.pdf Account OCBC Business •••• 4412 Period 1–31 Jul 2026 Transactions found 47 Pages read 4 of 4 Helen could not detect A balance that reconciles Opening balance $48,120.00 Money in + $19,400.00 Money out − $12,607.10 Helen calculates $54,912.90 Statement prints $54,500.00 Difference $412.90 A text-based copy from OCBC Velocity reads exactly rather than by eye. Importing anyway keeps the 47 lines and flags the month as not reconciling. Helen finishes extraction and creates the related record automatically.
	07 Sep 2026	DOC-1021	Bank Statement	DB DBS Bank One file, 2 accounts		—	Email Sync estatement@dbs.com	Finance	—
Attention required Multiple Accounts Detected This is a consolidated statement covering two accounts. Helen keeps one ledger per account, so it has to be split before anything is imported — a running balance across two accounts is not a balance. Helen successfully detected File DBS_Consolidated_Jun2026.pdf Accounts found 2 Period 1–30 Jun 2026 Transactions found 51 Pages 6 Helen could not detect Confirmed account boundaries DBS Current •••• 8891 · 42 transactionsMatched DBS Savings •••• 2207 · 9 transactionsMatched Untick an account to leave it out. Confirming splits the file and reads each account into its own ledger. Jun 2026 for DBS Current is already imported, so those lines will be skipped as duplicates. Helen finishes extraction and creates the related record automatically.
	06 Sep 2026	DOC-1022	Unknown	DB Not a statement		—	Email Sync notify@dbs.com		—
Attention required Statement Not Recognised The file opened and it is from DBS, but Helen found no transaction table in it. It reads as a fee advice rather than a statement, so there is nothing to import into Bank. Helen successfully detected File DBS_Advice_060926.pdf Size 84 KB Sender notify@dbs.com Pages 1 Transaction table Not found Amount on page $32.00 Helen could not detect A statement period An account number A transaction table If this is a charge worth keeping, read it as something else instead. Supplier InvoiceSales InvoiceReceiptCredit Note A bank fee read as a receipt becomes an expense, and the statement line it appears on reconciles against it later. Helen finishes extraction and creates the related record automatically.
	28 Aug 2026	DOC-1014	Receipt	? One photo, 3 receipts		—	WhatsApp +65 9345 6789		—
Attention required Multiple Receipts Detected Helen found 3 receipts in this photo but is not confident about where one ends and the next begins, so the photo was not split on its own. Helen successfully detected File WA-IMG-20260828.jpg Size 2.8 MB Receipts found 3 Detection confidence Low · 54% Helen could not detect Confirmed receipt boundaries Receipt 1 · Toast Box · $12.4088% sure Receipt 2 · Merchant not read · $8.9057% sure Receipt 3 · Cut off at the edge of the photo41% sure Untick anything that is not a receipt of its own. Confirming splits the photo and reads each one separately. Helen finishes extraction and creates the related record automatically.
	27 Aug 2026	DOC-1012	Unknown	DB Bank statement · DBS Current		—	Email Sync accounts@helen.com.sg	Finance	—
Attention required Password Protected This PDF is password protected. Helen successfully detected File DBS_eStatement_Jul2026.pdf Size 1.2 MB Sender estatement@dbs.com Account DBS Current •••• 8891 Encryption AES-128 Helen could not detect Document contents Document password Helen uses the password once to open the file and does not keep it. No password? Upload a copy saved without one. This is the July statement. There are no July transactions in Bank until it is opened. Helen finishes extraction and creates the related record automatically.
	26 Aug 2026	DOC-1013	Unknown	? Not identified		—	Browser Upload Uploaded by Amanda Lee		—
Attention required Unsupported Document Helen could not process this document format or content. Helen successfully detected File scans-august.zip Size 3.4 MB Format ZIP archive Helen could not detect A supported document Helen reads PDF, JPG, PNG and HEIC files. Upload the documents individually, or forward the original email. Helen finishes extraction and creates the related record automatically.
	10 Sep 2026	DOC-1028	Sales Invoice	KR Customer not matched		$9,810.00	Email Sync crm-invoices@mttgroup.sg	Sales	—
Attention required Customer Not Recognised This is an invoice MTT Group issued, but the customer on it does not match anyone in Sales › Customers. Nothing is booked yet — an invoice under the wrong customer chases the wrong people for payment. Helen successfully detected Issued by MTT Group Pte Ltd Bill to Kestrel Robotics Pte. Ltd. Customer UEN 202104455W Invoice number INV-2026-1052 Total SGD 9,810.00 Helen could not detect A matching customer Customer this invoice belongs to A new customer takes the name, UEN and billing address printed on the invoice. Helen finishes extraction and creates the related record automatically.
	10 Sep 2026	DOC-1029	Sales Invoice	NF Customer · CRM invoice		$5,450.00	Email Sync crm-invoices@mttgroup.sg	Sales	—
Attention required Invoice Already Booked INV-2026-1050 for Northstar Foods is already in Sales, booked from DOC-1026 today. Every figure on this copy matches it, so booking it again would count the same sale twice. Helen successfully detected Invoice number INV-2026-1050 Customer Northstar Foods Total SGD 5,450.00 Already booked INV-2026-1050 · from DOC-1026 Helen could not detect Anything this copy adds Your CRM most likely sent the invoice again. Discard this copy — the booked invoice stays as it is. Helen finishes extraction and creates the related record automatically.
	12 Aug 2026	DOC-0998	Supplier Invoice	IC Customer messaging	Possible Duplicate	$158.00	WhatsApp +65 9234 5678	Software	—
	8 Aug 2026	DOC-0997	Unknown	? Not identified	Unable to Process	—	Browser Upload Uploaded by Daniel Ng		—
	1 Sep 2026	DOC-1001	Receipt	TW Web hosting	Processed	$100.00	WhatsApp +65 8123 4567	Web service	Expense · INV-TW-1001
	28 Aug 2026	DOC-1002	Supplier Invoice	AC Software reseller	Processed	$240.00	Email Sync billing@helen.com.sg	Software	Bill · INV-AC-4823
	22 Aug 2026	DOC-1003	Supplier Invoice	NS Design studio	Processed	$72.00	Browser Upload Uploaded by Amanda Lee	Utilities	Bill · INV-NS-227
	15 Aug 2026	DOC-1023	Supplier Invoice	AW Cloud infrastructure	Processed	$2,940.18	Xero Import Imported from the MTT Group Xero organisation on 8 Sep 2026, 10:24 AM.	Software	Bill · AWS-2208
	28 Aug 2026	DOC-1024	Supplier Invoice	SP Utilities provider	Processed	$1,204.55	Xero Import Imported from the MTT Group Xero organisation on 8 Sep 2026, 10:24 AM.	Utilities	Bill · SP-88214
	24 Aug 2026	DOC-1025	Supplier Invoice	ML Freight forwarding		$3,880.00	Xero Import Imported from the MTT Group Xero organisation on 8 Sep 2026, 10:24 AM.		Bill · ML-4471
Attention required Account could not be mapped This bill posts to Xero account 645 (Freight & Customs Duty), which has no match in your Helen chart of accounts. Helen successfully detected Supplier Marina Logistics Sdn. Bhd. Xero account 645 — Freight & Customs Duty Total $3,880.00 Source Xero import Helen could not detect Helen account Expense category Map the account once and the other 13 bills using it are fixed too. Helen finishes extraction and creates the related record automatically.
	10 Sep 2026	DOC-1026	Sales Invoice	NF Customer · CRM invoice	Processed	$5,450.00	Email Sync crm-invoices@mttgroup.sg	Sales	Sales Invoice · INV-2026-1050
	09 Sep 2026	DOC-1027	Sales Invoice	OE Customer · CRM invoice	Processed	$2,180.00	Browser Upload Uploaded by Amanda Lee	Sales	Sales Invoice · INV-2026-1051
	Possible Duplicate: Intercom, Inc. 15 Aug 2026 · INV-IC-2210 · $158.00 2 documents
	15 Aug 2026	DOC-1004	Supplier Invoice	IC Customer messaging	Possible Duplicate	$158.00	Email Sync billing@helen.com.sg	Software	—
	15 Aug 2026	DOC-1005	Supplier Invoice	IC Customer messaging	Possible Duplicate	$158.00	WhatsApp +65 9234 5678	Software	—
Attention required Possible Duplicate Another document with the same supplier, amount and invoice number was detected. Matching on Supplier Intercom, Inc. Invoice number INV-IC-2210 Amount SGD 158.00 Invoice date 15 Aug 2026 Helen needs to know One document or two? DOC-1004 arrived by email sync, DOC-1005 by WhatsApp. Keeping one discards the other; keeping both creates two records. Helen finishes extraction and creates the related record automatically.

0 of 0 results

— —

Vendor

— ·

Source document

Page 1 of 1

100%

General

Billed to

Type

Account

Invoice number

Receipt number

Transaction number

Transaction date

Due date

Vendor details

Name

Website

Tax ID

Address line 1

Address line 2

Country

Postal code

Receipt details

Payment status

Payment method

Card ending

Statement description

Charges & adjustments

Add non-item charges, credits, or rounding. Charges increase the amount; credits and negative adjustments reduce it.

Totals

Amounts as printed on the document

Currency

Subtotal

SGD

Discount

SGD

Tax amount

SGD

Amount

SGD

Amount paid

SGD

Tracking

Summary

Written by Helen

Line items

Review the descriptions and amounts extracted from the document.

AI summarise

Description	Account	Tax type	Tracking	Qty	Unit price	Amount

Receipts 0

Total $0.00

Claimed $0.00

Receipt No.	Date	Amount	Status	Claimed?

Documents

Vendor

General

Vendor details

Receipt details

Charges & adjustments

Totals

In SGD — base currency

Tracking

Summary

Line items

Duplicate group

Duplicates linked to this master

Sync

Activity

Identifiers

Extraction

Currency

Raw payload