Upload a Document

Upload a receipt, contract, invoice, or other document for AI processing.

Steps

1. Go to "Documents" in the sidebar (/dashboard/documents).
2. Drag and drop a file onto the upload area, or click "Upload" to browse.
3. Supported formats: images, PDFs, Word docs, Excel, CSV, and plain text.
4. The document is uploaded and the AI pipeline begins processing automatically.
5. Processing stages: ingest (text extraction) > classify (document type) > extract (structured data) > match (link to entities) > propose (suggest actions).
6. Watch the processing status indicator to see progress.
7. Once complete, review the AI extraction and any proposed actions.