Welcome to Matrix Manage

A five-minute setup: point Matrix at your workbook, paste your API key, and tell it where your invoices land. Fields are optional — you can leave anything blank and fill it in later from Settings.

Property + AI

Property / building name

Shown in the app header, stamp filenames, and audit exports. Leave blank to use "Matrix Manage" as the default.

Anthropic API key

Powers invoice + lease extraction. Get a key at console.anthropic.com. The key never leaves this machine.

Invoice workbook

Full path to your Excel workbook

Matrix reads this workbook to find your GL section headers, insert new invoice rows, and back it up before every write. Paste the full path (⌘-click a file in Finder to get its path on Mac, or right-click → "Copy as path" on Windows).

Input folders

Matrix watches these three folders for new invoice PDFs. Drop a scan into one and it appears in the corresponding queue. Optional — you can also upload PDFs directly from the browser.

Regular

Auto-draft

Credit Card

Output folders (optional)

Shared folder for stamped PDFs

Once a batch is finalized, the merged stamped PDF gets moved here. Usually a shared Dropbox or OneDrive folder for accounting.

Lease summaries folder

Completed lease-summary workbooks land here after you click Generate Summary.