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AI document import

AI reads the documents. People approve the numbers.

Upload a month of bills, invoices and meter logs. AI picks out each value and shows you where it found it. Your team accepts or rejects every one.

Each proposed value sits next to the words or cell it came from, ready to accept or reject.
How it works

From a pile of bills to reviewed numbers.

1. Upload

Add a whole month of bills, invoices, meter logs and spreadsheets in one go.

2. Review

See each proposed value next to the words or cell it came from, and accept or reject it.

3. Approve

Accepted values go through the same review and sign-off as every other number.

Citations

Every value shows where it came from.

Each proposed value points to the exact words or cell in your document, so checking it takes a glance. Values the AI is less sure about are flagged for a closer look.

People decide

AI never approves anything.

AI does the reading. A value your team accepts becomes a draft, and a reviewer still has to approve it before it can reach a report.

Data handling

Your documents stay private.

Documents and values are stored in India. AI processing uses enterprise providers under no-training, no-retention terms, and those providers may process outside India.

FAQ

Frequently asked questions

Which file types can we upload?

PDFs, scans, photos, Word, Excel, email and ZIP files.

Does AI import replace spreadsheet import?

No. It sits alongside direct entry, spreadsheet upload, phone links and supplier questionnaires, and you can use any mix of them.

See AI propose a value, and a person approve it.

Book a demo and we will walk through AI document import with an illustrative dataset.