Upload First Documents
Add client evidence to the Data Room with validation, hashing, and duplicate checks.
Use the Data Room upload entrypoint to add invoices, bank statements, trial balances, ledgers, and financial statements.
The upload flow is intentionally strict because documents can trigger storage, parser, and AI usage.
Upload flow
- Choose one or more files.
- Assign a client and engagement when that context is known.
- Let the browser validate file type and size.
- Let the browser compute a SHA-256 content hash.
- Confirm same-name warnings or true duplicate skips.
- Upload accepted files to storage.
- Finalize the upload so Convex can enqueue processing.
Duplicate behavior
Better Accountant distinguishes between duplicate content and duplicate names.
| Case | Result |
|---|---|
| Same content hash | The duplicate is skipped. |
| Same filename, different file | The upload is allowed with a warning. |
| Unsupported type or empty file | The upload is rejected. |
What happens next
Accepted documents enter the processing queue. The Data Room shows whether each file is waiting, processing, parsed, failed, needs extraction, needs review, or ready.
You can close the browser after finalization. Parse and extraction work continues server-side.