Feature · Document intake
BeanStack doesn't just extract fields — it reads what a document IS and builds the record it should become: a contract becomes a recognition schedule, a lease becomes an ASC 842 amortization schedule, an invoice becomes a linked entity with its vendor matched, not duplicated. One inbox, no manual sorting into the right form first.
Early access — onboarding a limited number of PE-backed companies.
Invoice, contract, lease, bank statement, loan agreement — classified on arrival, so it becomes the right kind of record automatically, not a generic upload waiting to be filed.
The extracted data becomes a structured record with its own relationships — line items as child entities, the counterparty matched or created, the source document permanently linked.
A multi-period contract gets a revenue recognition schedule. A lease gets its ASC 842 schedule. A loan agreement gets its amortization and covenant tracking. One document, the full accounting consequence.
Every field carries a confidence score; what clears your threshold proceeds automatically, what doesn't surfaces for a one-click confirm — never the whole document.
By email forwarding, upload, or a connected integration — no manual sorting into the right form first.
What kind of document is this, and what should it become — an invoice, a lease, a contract, a loan agreement?
The record is created, the counterparty matched against existing vendors and customers, line items attached, the source document linked.
Recognition schedules, amortization schedules, and posting all fire from the entity that was just created — through your approval policies.
Drop a lease, a contract, or a batch of invoices — BeanStack figures out what each one is and builds the record, relationships, and schedule that follow.
Early access — onboarding a limited number of PE-backed companies.