Documents & Evidence
Documents connect receipts, invoices, closing statements, and loan evidence to the project's financial record, so the investor can prove spend, prepare lender evidence, and reduce manual admin. This is not a passive file store: the module extracts useful data, matches evidence to transactions, and identifies where spen
Flows
Upload, Extract, and Assign a Document
Take an investor from having a physical or digital document to a saved, categorized, and — where possible — transaction-matched document in the project's evidence record.
Browse Library & Resolve Evidence Gaps
Let an investor see everything ever uploaded to a project, and close any gaps where recorded spend has no supporting document.