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🎯 Accuracy Setup Reminder
Best results come from a fully configured profile: keep Active Filters, Document Requirements, Reference document, company aliases, and filter alias whitelist updated per country. Missing setup can cause missed values or false mismatches in analysis.

Company & Team

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Documents Analyzed
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Total analyses performed
Analyses Remaining
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Available analyses

Profile Context & Reference

Industry ?

Company name aliases ?

Case-insensitive. Used for Exporter name and On behalf checks.

Company address aliases ?

Used for Exporter address comparisons

Reference Document ?

Choose which document type is the source of truth when comparing values.

Available Filters ?

Choose what gets extracted and compared.

Saved per importing country profile; new importing countries fall back to Global.

Importing country profile ?
Switch between importing-country filter sets and an optional country prompt.
Country-specific prompt (advanced, optional)
Saved per importing country. New profiles start with all filters ON.

Active Filters ?

Disabled Filters ?

Document Requirements ?

Choose a document type and mark fields that MUST exist on that document. This does not change extraction logic; it adds a safety check so missing critical fields are flagged as requirement mismatches.

Saved for country profile: Global.

Required ?

Not required ?

Filter Alias Whitelist ?

Group equivalent variants per filter so cross-checking treats them as the same value.

Add at least 2 variants, name the group, then Save.
Aliases for selected filter ?

Custom Prompts & Identifiers ?

Add custom prompts to extract new identifiers or data fields from your documents. These will be used during analysis.

Your Custom Prompts

Your Custom Filters

Business Central Integration

Push extracted document data directly into Microsoft Dynamics 365 Business Central (Online or On-Premises). Connect once, choose how each extracted field maps to your BC fields, then use the “Send to BC” button on the analysis page.

Connections

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Recent Pushes

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