Estateably

Add regular transactions and inventory-linked transactions to an account in the accounting section. This article covers both transaction types step by step.

Add individual transactions

Import transactions from a monthly PDF bank statement using DocuVision, Estateably's AI document parser. This article explains the full import process.

Import bank statements

Import transactions from a CSV or Excel spreadsheet into the accounting section. This article explains the required file format and the import steps.

Import CSV or Excel transactions

Different methods for adding transactions to Estateably

Adding Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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