Worthic OS gives you several ways to add financial information, depending on how you prefer to work and which features are enabled for your workspace.
In the web app, you can add transactions directly to an account, upload supporting documents, and organise them against the correct workspace, reporting line, account, or asset. This is useful for structured admin work, reviewing records, and keeping financial evidence tidy.
The mobile app is designed for quick capture while you are away from your desk, such as uploading a receipt, taking a photo of a document, or submitting information for later review. You are also able to send information through Worthic AI on mobile or web, by asking a question, describing a transaction, or attaching a document for processing.
For recurring workflows, Worthic can support email forwarding, so invoices, statements, receipts, and other documents can be sent into the system without manual upload each time. API-based integrations can also be used, including connections through your own AI agent or automation tools.
Where a standard integration is not available, custom account connections may be possible on request. This can help link Worthic to specific banks, brokers, systems, or document sources used by your household, business, or professional practice.