Less guessing.
More getting it done.

No. You can start with a browser upload and a preset. Forwarding is optional and uses the existing plan entitlement.

Yes. Choose Invoice / Bill and upload the invoice. Industrial order review is for comparing a purchase order and invoice.

Scanned PDFs are not supported, and image uploads are not a supported input format. Use a digital document with readable text or perform OCR elsewhere first.

It reads supported attachment text, within processing limits, and adds its stated cost. Inspect attachment warnings for material that was not read.

It extracts attachments for ZIP download without AI field extraction or a timeline. It is not a free reparse; use the estimate shown before submitting.

Yes. In Account → Custom template, upload a CSV or XLSX header file. Then select that saved template in Workbench and refine its columns.

Use Text for the identifier and add an instruction such as Preserve leading zeros. Review the extracted identifier against the source before export.

Yes. Open Customize columns and use the up and down controls. The chosen order is used in the result and export.

Save changes updates the selected custom template. Save as copy creates an independent template and uses a slot. Neither changes an already submitted batch.

No. Ambiguous values stay visible for review, and currency is not converted. Correct an ambiguous date to an unambiguous source-checked value before applying its display format.

No. It runs the first selected file using the current options and the shown credits. Opening, correcting and exporting the same completed result do not add another processing charge.

A single selected file can open the same preview result. A later multi-file batch processes all selected files again under its own estimate, including the previewed file.

Changing files, processing options or column definitions invalidates it. The next preview or parse is new processing and uses the credits shown.

Yes. Choose Edit values, correct ordinary fields or existing line-item cells, and Save corrections. Unsaved edits must be saved or discarded before downloading.

The first extracted value remains visible when editing a corrected field while the result is available. This is not an unlimited edit-history archive.

No. Saving corrections and exporting the corrected result do not call AI or deduct credits, and do not extend result expiry.

No. Completeness is a missing-field heuristic, not an accuracy score or probability. Filled values can still be wrong.

The timeline was generated before your edits and has not been recalculated. Saved corrections update the result and deterministic order checks, not that AI-generated timeline.

Another page may have saved a newer version. Your draft is kept to avoid silently overwriting it. Use Discard edits & reload after reviewing your draft to load the latest saved values.

No. Checks compare extracted values, not authenticity, accounting treatment or payment authority. A person must review the source and business context.

Those cases require manual review. The automatic comparison expects one PO and one invoice with the same reference and explicit matching currency; it does not invent allocations or convert currency.

Check Account → Recent batches first. Use the existing result if present. Keep files, options and columns unchanged when retrying an uncertain request; do not create repeated new batches.

The ZIP is single-use and expires after 10 minutes. Check whether it already downloaded. To generate a new ZIP, resubmit the original emails with Strip only and review its cost.

Original uploads are processed in memory. Results expire after 24 hours. Account, filename, billing and service metadata have separate retention policies; keep your own source documents.

No. Subscription credits reset with the monthly cycle; purchased pack credits do not expire. Trial credits are issued once, subject to availability, and expire after 30 days.

A pack enables manual processing but does not add forwarding or API entitlement. Forward-to-parse requires Starter or Pro; API access requires Pro.