Capture

Folders & files

A file manager for every document, receipt, contract, and attachment — with semantic search that understands meaning, not just filenames.

Creating folders

Open Dashboard → Folders and click New Folder. Folders can nest arbitrarily — mirror your filing cabinet or invent a structure that fits your workflow.

Uploading files

Drag-drop into any folder, or click Upload. Supported formats include:

  • Images: JPG, PNG, HEIC, WebP, TIFF, BMP, GIF
  • Documents: PDF, DOCX, XLSX, CSV, TXT

Files count toward your plan's storage limit (50 MB Free, 1.5 GB Pro, 5 GB Enterprise).

Semantic search

On Pro and Enterprise plans, the folder search bar becomes semantic: you describe what you need in natural language (“invoice from ABC Supplies in January”) and ScanLedger returns the most relevant files, even if the filename is IMG_2045.jpg.

Behind the scenes, the embedding service indexes file contents (using content_extractor.py) and stores vector embeddings for similarity search. Search is hybrid — combining keyword matches with vector similarity.

Previews

Click any file to preview without downloading. Images, PDFs, and common document formats render inline. Scanned documents show their extracted data alongside the preview so you can verify at a glance.

Workflow automation

Folders support per-folder workflows — automated actions that fire when a file is added. Common examples:

  • Auto-scan new images in a folder with a specific template.
  • Push the extracted rows into a named dataset.
  • Notify a team channel when a file lands.

Workflows are configured per folder from the folder's settings panel.

Sharing and exports

  • Download any file with the download button.
  • Push folder contents to Google Drive (requires Google Workspace integration).
  • Export a folder listing as CSV for auditing.

Next steps

  • Datasets — turn folder-indexed data into tables you can query.
  • Integrations — connect Google Drive and Sheets.