Core Features
Document Types
Sapoto downloads any document type available in your provider portals. Sapoto recognizes different document formats and naming conventions across providers.
Monthly or quarterly account statements from banks and credit unions. Includes checking, savings, and credit card statements.
Examples
- Chase checking statement — Jan 2026
- Capital One credit card statement — Feb 2026
- Wells Fargo savings summary — Q4 2025
Billing invoices from SaaS vendors, cloud providers, and service companies. Downloaded as PDF invoices from your provider's billing portal.
Examples
- AWS monthly invoice
- Stripe billing invoice
- HubSpot subscription invoice
Purchase receipts from e-commerce, travel, delivery, and subscription services. Useful for expense tracking and reimbursement.
Examples
- Amazon order receipt
- Uber ride receipt
- DoorDash delivery receipt
Monthly bills from phone carriers, internet providers, and energy companies. Typically available as PDF statements on the provider's portal.
Examples
- T-Mobile monthly bill
- Verizon wireless statement
- AT&T internet bill
Explanation of Benefits (EOBs), policy documents, claims summaries, and premium statements from health, auto, and home insurance providers.
Examples
- Kaiser Permanente EOB
- GEICO auto policy renewal
- Blue Cross claims summary
1099s, W-2s, and tax-related documents from financial institutions, employers, and investment platforms.
Examples
- Chase 1099-INT
- Stripe 1099-K
- Fidelity 1099-DIV
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