FilePile converts foreign-currency invoices to USD automatically so your charts, totals, and payment forecasts stay in one currency. Conversion uses the exchange rate on each invoice's due date and is included on every plan at no extra cost.
What this guide covers
How automatic currency conversion works, where converted amounts appear, and how to work with international vendors without extra setup.
Before you begin
- Any plan (Free, Pro, or Business) includes conversion.
- Upload PDFs as usual. No toggle or Business-only switch is required.
How currency conversion works
When FilePile reads an invoice, it detects the currency on the bill. Supported currencies include USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, and MXN. If the invoice is not in USD, FilePile looks up the market rate for the due date and stores both the original amount and the USD equivalent.
Step-by-step: upload an international bill
- Open Dashboard at /dashboard.
- Click the Upload tab in the Invoice workspace.
- Drop the vendor PDF into the upload zone (PDF only, no CSV).
- Open the Processing tab and wait until the job shows Completed.
- Open Ledger and confirm the amount column reflects USD with the original currency preserved in details.
Where you will see converted amounts
Converted totals appear across your workspace:
- Tracked spend stat tile on Dashboard
- Monthly expense charts and vendor summaries
- Payment Command Center on Business HQ
- Tax estimates deductible spend (Business plan)
Original currency and the due-date rate are kept on each invoice for your records.
What you should see
- Charts and command-center totals in one currency (USD) even when vendors bill in EUR, GBP, or others.
- Each ledger row still shows which currency appeared on the source PDF.
Tips for international vendors
- Keep due dates accurate on invoices so conversions use the right trading day.
- Review the Payment Command Center to see upcoming outflows in USD.
- Export sorted invoices through the Accounting export/import panel when your bookkeeper needs CSV with normalized amounts.
Related guides
Tip: Export sorted invoices to QuickBooks or Xero with amounts already normalized for reporting.
Frequently asked questions
Do I pick an exchange rate?
No. FilePile uses the rate for each invoice's due date automatically.
What if the PDF has no due date?
Complete missing fields in Tasks so FilePile can pick the correct rate day.
Does conversion cost extra?
Conversion is included on Free, Pro, and Business.
Supported currency reference
USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, and MXN are recognized on upload. If a bill uses another code, finish Tasks so amounts file correctly.
Reconciliation tip
When your bank shows foreign charges, compare the USD equivalent in Ledger with your statement. The original currency remains on the invoice record for audit trails.
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Reporting handoff
When your CPA asks for FX support, open Ledger, filter international vendors, and note both original currency and USD equivalent. Pair with ZIP exports so they receive the underlying PDFs alongside normalized totals.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.