Workflow guide
Duplicate invoice detection: CSV vs Stripe
CSV pre-scan and provider import solve different parts of the invoice review workflow. The best starting point depends on how much access you are ready to grant.
Use CSV pre-scan when
- You want a fast local review without uploading rows.
- You have an export from Stripe, PayPal, accounting software, or a spreadsheet.
- You want to see duplicate and anomaly signals before creating an account.
Use Stripe import when
- You want a saved dashboard and repeated review workflow.
- You need provider syncs instead of manual exports.
- You are ready to use a test or restricted provider key.
Start with the least access needed. For many teams, that means a browser-only CSV pre-scan first, then provider import once the workflow is useful.