Help Center

How can we help?

Short, task-oriented articles for getting set up, uploading your first pile, understanding what a review flag means, and connecting your books.

Looking for quick answers instead? Browse the FAQ.

Getting started

H-01

Creating your account and your first upload

Sign up free, answer a few setup questions, and drop in your first pile of documents.

3 min read

Uploading documents

H-02

What file types and documents Pileform accepts

PDFs and photos, invoices, receipts, and bank statements, in one pile or split by supplier.

3 min read

Review & posting

H-03

Understanding the review screen

What a yellow flag means, how the Adjustment column works, and when an entry is ready to post.

4 min readH-04

Connecting Xero or QuickBooks Online

A one-time OAuth connection, your chart of accounts syncing in, and what posts where.

4 min read

Billing

H-05

How per-page billing works

Plans, included pages, overage, and how a page is counted.

3 min read

Security & data

H-06

Where your data lives and how long we keep it

Hosted in the EU, retention by country, and how to request early deletion.

3 min read

Still stuck?

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