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AI Tools

Capture without typing — and keep the judgement.

015 minSales OCRScan invoices into Sales and review what came back. 023 minPurchase OCRScan vendor bills, with ITC suggested per line. 034 minNotice ReplyAnswer a notice with figures from the client's own books.
SCREENSHOT · the AI Tools group expanded in the app sidebar, showing Sales OCR, Purchase OCR and Notice Reply

What the AI does, and what it does not

Every tool in this group proposes and shows its working; none of them decide. The OCR screens tint the fields the model was unsure about instead of hiding the doubt, and Notice Reply assembles a draft from figures computed locally — the AI reads the notice, never the numbers.

The whole group is auditor and associate only.

When a file fails

Both OCR screens share the same failure model. Each file carries its own status, and a failure names the stage it failed at — upload, storage read, OCR provider auth, provider unreachable, rate limit, provider error, empty response, parse error, or unknown.

  1. Watch the per-file status as a run proceeds — Uploading first, then processing, then done or failed.
  2. Open the file status list and read the stage on the failed file.
  3. Most stages are transient — click Retry and it usually goes through.
  4. Rate limit means slow down: wait half a minute, and use smaller batches on a big run.
  5. Empty response usually means the scan itself is unreadable — replace it with a clearer one rather than retrying.
One failure is never worth retrying
OCR provider auth means our credentials are being rejected. That is an operator problem — retrying will fail identically every time. Report it instead of working through the batch again.

Read the scan while you check the extraction

On both OCR screens the original document sits beside the extracted fields, so you can check a figure against the page it came from without leaving the review.

  1. Zoom the preview, or fit it to the width of the pane, to read small print.
  2. Compare the money fields against the document before you accept them.

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