Reviewing AI-extracted bills
Every document in the Inbox shows the original alongside what the AI extracted, so checking takes seconds — you are comparing, not re-keying.
What to check, in order of importance
Totals and GST — the grand total and the GST split. The GST amount is what flows into your return, so it matters most. NZ tax invoices state GST explicitly and the AI reads it; check it against the document.
Supplier — matched to an existing contact, or a new one is proposed. Fixing the match here keeps supplier history clean.
Date and reference — the invoice date drives which GST period the bill falls into.
Account coding — where the expense lands in your chart of accounts. The AI suggests based on the supplier and line descriptions; correct it if the suggestion is off, and future bills from that supplier will follow.
Editing
Anything extracted can be edited before approval — click into the field and fix it. For multi-line bills you can split or adjust lines so different portions code to different accounts.
If the AI got something structurally wrong (missed a page, misread a total), fixing the fields is faster than re-uploading — the original document stays attached either way.