Quickstart

5-step pilot-ready setup

1. Open Documents and connect a source folder
2. Ingest one invoice/receipt and wait for parse
3. Review extracted fields, run reparse if needed
4. Register reviewed document into Registry
5. Send mismatched fields through Send to Accuracy Review when needed

Optional operational setup

• Add pilot users in Settings (Owner-only invites)
• Verify Billing status is not blocked
• Validate Audit Log access for compliance roles

First success criteria

You are ready for pilot when:

• at least one document is registered,
• accuracy-review flow is tested,
• billing status allows production usage,
• role access matrix is confirmed.

Troubleshooting links

• Processing issues
• Access denied
• Billing restrictions