Processing the First Document
We'll go through the entire journey from file to output. Expect that processing the first document will take a few minutes—not due to processing time, but because you'll be looking at things that you will take for granted afterward.
1. Upload
On the Documents tab, there is a drag-and-drop area at the top. Drag a PDF onto it, or click on it to select a file. It can handle multiple files at once (up to twenty in a single batch), and even a photo from your mobile.
Above the area, there are selections for binder, document type, target format, and direction. For the first document, leave the type and direction set to Automatically Detect.
The document will immediately appear in the list with the status Waiting in Queue, then Processing. Processing runs on the server, so you can close the browser and return later.
2. Processing
Here’s what happens in the meantime:
- Text is extracted from the file. In the case of a digital PDF, it’s taken directly from the text layer; for scans and photos, it’s done via OCR if enabled. The photo is adjusted before transcription.
- The model recognizes the document type (invoice, receipt, fuel receipt) and reads the individual fields—supplier, customer, amounts, dates, items.
- Validations are performed: item totals against the tax base, checksum digits for IČO, IBAN format, VAT rates, validity of DIČ in the VIES registry, and more.
- The document changes to the status Waiting for Review. If you have validation disabled in the settings, it goes directly to Completed.
3. Review
Clicking on the document name opens a window: the original on the left, the form with data on the right. Above the form is a list of findings—what the validations found and why the document is waiting.
By default, every document waits for confirmation. Until you confirm it, it cannot be downloaded or sent to accounting, and no webhook will be triggered. If someone does not want to confirm everything, they can enable validation in the settings only for documents with findings, or disable it completely.
4. Output
You can download in any format, not just the one you selected during the upload: ISDOC, Pohoda, Money S3, UBL, CII, JSON, XML, CSV, Excel, PDF, and more. Downloading is free, even multiple times. Alternatively, you can send the document directly to the connected accounting system using the button next to the row.
Tip: Before you start uploading a batch, verify on one document that your accounting system actually accepts the generated file. A format that complies with the standard may still not pass the import of a specific program.