Desktop app ยท 5 min
Process documents
Process uploaded statements so Dashboard, Spending, Search, and Chat can use them.
Processing reads your documents locally and prepares results for the app.
Steps
- Go to Upload or Documents.
- Select the documents you want to process.
- Choose a processing mode if the app asks.
- Click Process Documents.
- Wait for the stages to finish.
- Open Dashboard.
Beta
Numbers can be wrong. Check the statement before you rely on a result.
You'll know it worked when
The document status shows indexed or complete, and Dashboard, Search, and Chat can use the statement.
If this doesn't work
Use Fix: setup stuck for model or setup issues. Use Fix: empty dashboard if processing finishes but results look blank.