The source document, one click away.

Drop a file onto an invoice, bill, journal entry, client, vendor or bank account. It is stored in your company's private bucket, previewed in place, and travels with the record through audits and hand-overs.

  • Drag-and-drop on documents, journals, contacts, bank accounts
  • In-app preview for PDFs and images
  • Private per-company storage
  • Feeds AI bill extraction

What you get

Keep the source document next to the entry: receipts on bills, contracts on clients, statements on bank accounts.

Filed where you will look for it

No shared drive of loose scans. The receipt lives on the bill, the contract on the client, the statement on the bank account.

Preview without downloading

PDFs and images open inside Nefin, side by side with the record, so checking a bill against its scan takes one glance.

Yours, and only yours

Files sit in storage isolated per company and are served through short-lived signed links, never a public URL.

Clear allowances

Starter includes 1 GB of storage, Professional 10 GB, Business 50 GB, each with a monthly download allowance. Usage is visible before it is billed.

How it works

  1. 1

    Open the record

    Any invoice, bill, journal entry, contact or bank account has an Attachments panel.

  2. 2

    Drop the file

    Drag it in or pick it from disk. Several files at once are fine.

  3. 3

    Preview and label

    Open it in place to check, rename if you like, replace a wrong upload.

  4. 4

    Find it later

    Attachments stay with the record through edits, voids and exports, and are visible to anyone whose role can see the record.

Frequently asked

Which records can have attachments?

Invoices and bills, journal entries, contacts (clients and vendors) and bank accounts. Files attached to a bill are also what AI extraction reads from.

What is the storage limit?

Starter includes 1 GB, Professional 10 GB and Business 50 GB of storage, with 2, 20 and 100 GB of downloads a month respectively. Beyond the allowance storage and downloads are metered and shown on your usage page.

Are attachments included in exports and audits?

Attachment uploads and deletions are recorded in the audit log with the user and time. Files are downloadable from the record at any time, including for a closed fiscal period.

Works with

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