Get started

Quickstart

Create an account, scan your first document, and see extracted data in the dashboard — all in about five minutes.

1. Create an account

Sign up at /register with email and password, or continue with Google. New accounts start on the 14-day Free trial with access to every paid feature within the stated daily limits. No credit card is required.

Trial scope: 5 scans per day, 50 MB storage, single user. After 14 days, write operations are blocked until you subscribe — your data stays exported-ready.

2. Scan your first document

  1. Open Dashboard → Scan.
  2. Drag-drop or upload a file (JPG, PNG, HEIC, PDF — up to 20 MB per image, 50 MB per upload).
  3. Choose a document type (auto_detect is a safe default) or select a template you have created.
  4. Wait a few seconds. Extracted fields appear next to the original image.

Low-confidence fields (below 0.85) are highlighted in amber so you can review and correct them. Click any field to edit.

3. Explore the extracted data

Every scan is stored as a document you can open, edit, export, or push into a dataset. From the document detail page:

  • Edit any field inline — your edits flip the field to verified.
  • Download as PDF or DOCX when the document was scanned against a template.
  • Export to CSV or Excel individually or in bulk from the list view.

4. Push data into a dataset

Datasets turn scanned data into a searchable, filterable table. You can create one from an existing document, from CSV/Excel import, or from a Google Sheet. Once created, you can:

  • Filter with column-specific operators (contains, between, before/after, …).
  • Ask questions in plain English with AI chat.
  • Append new rows from future scans, CSV uploads, or Google Sheets.

5. Add inventory, POS, or reconciliation

ScanLedger is more than OCR. From the sidebar, explore:

  • Inventory — track products, stock movements, and low-stock alerts.
  • Point of Sale — process sales tied to your inventory.
  • Reconcile — upload a bank statement and auto-match transactions to receipts, invoices, and sales.

What to read next

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