Onaro™ONARO

Documentation / Integrations / Bill & invoice import

Bill & invoice import connector

Import vendor bills and invoices (PDF, CSV, Excel) or enter amounts manually. This is a manual import path — not a scheduled API pull.

AvailableMethod: Manual upload

Overview

Import vendor bills and invoices (PDF, CSV, Excel) or enter amounts manually. This is a manual import path — not a scheduled API pull.

Data pulled

  • Parsed line items from uploaded files into spend_records (source_type manual_upload)
  • CSV and Excel: model or deployment name, input and output tokens, and date and cost columns when present
  • Optional currency and project label on upload

What gets attributed

For CSV and Excel files, Meridian reads the model or deployment name, input and output tokens, and, when present, date and cost columns; PDF bills are read as line items. The only attribution field is the optional project label you enter at upload, which applies to every row in the file.

Allocation rules that match on project label, vendor or model run right after processing, and anything left over goes to the attribution inbox (Agents & allocation → Unattributed).

Authentication & credential storage

Meridian stores the following fields for this connector (values encrypted at rest):

  • Uploaded file bytes (encrypted object storage) and upload_history metadata
  • No vendor API keys for this path
  • Uploads require an authenticated Meridian session (Firebase / org membership).
  • Files are stored encrypted in object storage; revoke access by deleting the upload or leaving the org.

Sync schedule & behavior

Data appears when processing completes (async). There is no provider API lag. API connectors sync every 6 hours; bill import is on-demand only.

Setup steps

  1. Open Meridian → Uploads.
  2. Choose vendor, optional currency and project label, and drop a PDF/CSV/Excel file — or use Manual entry.
  3. Wait for processing status completed and confirm spend_records.

Troubleshooting

  • Stuck pending: confirm Celery/Redis workers are running for invoice processing.
  • Parse errors: try CSV/Excel or adjust date override; PDF quality affects extraction.

Related

Onaro Meridian is FinOps for agentic AI: the system of record that attributes, controls and books what AI agents spend.