Document Setup
Upload 2–3 sample documents for a vendor format. The system detects the document type and all extractable fields automatically. Select the fields you need, configure validation rules, then run a path analysis to find the most cost-effective processing tier.
+ Add New Format
Upload sample documents to begin.
Available Formats
Formats with a confirmed best path are applied automatically when matching documents are detected.
Model Setup
Configure which AI models the paths use. Changes update the active runtime and persist to `config.ini`.
Model Routing
Adjust the models used by each processing path.
Enrichment Mappings
Configure the lookup tables the Enrichment Agent uses to map extracted values (vendor names, item descriptions) to your internal master data codes. Once at least one entry exists the agent will run automatically on every processed document.
Vendor Master
Maps vendor names as they appear on invoices to your internal vendor code, canonical name, and default GL account.
| Aliases | Vendor Code | Canonical Name | Default GL | |
|---|---|---|---|---|
| No entries yet. | ||||
SKU / Item Master
Maps line item descriptions from invoices to your internal SKU codes.
| Aliases | Internal SKU | Description | |
|---|---|---|---|
| No entries yet. | |||
GL Account Master
Reference list of valid GL account codes used to validate default_gl_account lookups.
| Code | Name | |
|---|---|---|
| No entries yet. | ||
Doc-type Field Mappings
Controls which extracted fields are looked up in which tables. The defaults cover the most common invoice fields.
| Source Field | Lookup Table | Target Field | Min Score |
|---|
Select Spreadsheet Folder
Choose a folder inside the workspace, or type a path directly in the box.