What is document classification in bookkeeping?
TL;DR
Document classification is deciding what type of bookkeeping document a file is before extracting data from it.
01
What it means
A receipt, invoice, bill, statement, credit note, and payment proof each need different extraction and review behavior. Classification is the step that routes each file to the right path.
02 · Example
A mixed upload contains a bank statement, three receipts, and a supplier invoice. untxt. classifies each file so the correct fields are extracted.
03
Where review matters
If a document could be more than one type, the system should flag it instead of forcing a wrong category.