Documentation

Create a free account to get started. You'll have access to 10 documents per month and all core features including the dataset viewer and AI extraction.

2. Upload a Document

Navigate to the Onboarding page and upload your first PDF document. Supported types include receipts, purchase orders, invoices, and expense reports.

3. AI Detection

Our AI will automatically analyze your document structure and suggest an extraction schema. Review the detected fields and their types.

4. Edit Schema (Optional)

Customize the extraction schema by adding, removing, or modifying fields. Define validation rules and extraction evaluators.

5. Extract Values

Run the extraction to parse values from your document. Review results and make corrections as needed.

6. ERP Matching (Pro)

For Pro and Enterprise users, navigate to the Matching page to reconcile extracted line items against your ERP catalog using intelligent fuzzy matching.

API Reference

GET /api/v1/datasets

curl -X GET "http://localhost:8000/api/v1/datasets" \
  -H "Authorization: Bearer YOUR_TOKEN"

List all datasets with optional filters for customer, dataset type, verification status, and search queries.

Query Parameters:

customer_id - Filter by customer ID
dataset_type - Filter by dataset type
is_verified - Filter by verification status
search - Search by filename or customer name

Quick Start Guide

1. Sign Up & Login