Features

Webapp Features #

The webapp includes several core features that provide the primary functionality for users. This document outlines these features and explains how they work.

Landing Page #

The landing page serves as the entry point for users. It provides an overview of the platform’s capabilities and directs users to sign up or log in.

Entity Management #

Entities represent the core objects within the system. Each entity has its own dedicated page accessible via /entities/[entity_id].

Document Processing #

The document feature allows users to upload, process, and analyze documents. It supports various document types and extraction capabilities.

Key functionality includes:

  • Document upload
  • Text extraction
  • Document parsing
  • Analysis and insights

Invoice Processing #

The invoice feature provides specialized functionality for handling invoice documents:

  • Invoice data extraction
  • Line item detection
  • Amount verification
  • Invoice management

Playground #

The playground offers an interactive environment for users to experiment with the system’s capabilities without affecting production data.

Integration #

The integration feature allows users to connect the system with external services and data sources.

Entity Settings #

Users can configure settings for individual entities through the entity-setting feature.

Features section #

The Features settings page is organized into two sections:

  • General — entity-wide extraction behavior: AI auto-split type, the account-type column, and (for non-integrated entities) multi-currency.
  • Extraction Types — a tabbed UI (AP Bill / AR Invoice / Direct Expense / Bank Statement). Each tab can be enabled/disabled and, when active, consolidates that type’s configuration in one place: CSV export target, priority fields, single/double entry (not Bank Statement), and validation (Bank Statement only).

Per-extraction-type CSV export target #

The CSV export target is stored per extraction type rather than entity-globally. Each type’s target lives in its own child settings table mirroring entity_setting_bank_statement: entity_setting_ap_bill, entity_setting_ar_invoice, entity_setting_direct_expense, and the csv_export_target column added to entity_setting_bank_statement. The export dialog resolves the converter/template using the document’s extraction-type target.

Migration / backward compatibility: the legacy entity-global entity.target_accounting_software column is retained and used as a read-time fallback for entities not yet migrated to per-type targets. The data migration backfills each per-type target from the prior global value, so existing entities keep their export behavior. Removing the global column is a follow-up once all consumers read per-type targets.

Summary Views #

The summary feature provides dashboard-like views with aggregated information and insights.