Scanned invoices and charts become records you review

What moves

Rows the Copilot extracts from PDFs, scans and spreadsheets travel to Accounting only after you review and validate them against its rules.

Before you start

• AI Copilot and Accounting in your plan
• An AI provider set up for your company
• The accounting permissions for the records imported

Step by step

1. AccountantAI Copilot

   Opens Import from documents, chooses vendor bills or the chart of accounts, and drops the files.

   You see:The Copilot reads the pages, three scanned pages at a time, and lists the rows with a confidence and a source page for each.

2. AccountantAI Copilot

   Corrects the doubtful rows in the grid and saves the edits.

   You see:The corrected rows replace the extracted ones.

3. AccountantAI Copilot

   Presses Validate.

   You see:Accounting checks locked periods, duplicates, balanced entries and permissions and reports how many rows need attention.

4. AccountantAccounting & E-Invoicing

   Presses Commit once every row is valid.

   You see:The records are created, or updated for a re-imported chart, and each created row is reported.

5. SystemAI Copilot

   Writes an audit entry for the commit and keeps the batch as the record of its source.

   You see:The batch can no longer be deleted.

Related

• Accounting & E-Invoicing
• AI Copilot
• Stock movements, purchase orders and bills line up
• Subscription invoices are billed through accounting
• Taxes created in Accounting appear on products
• The month is closed and locked
• The tax agent asks the administrator to fix a company detail
• Connections between modules