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FAQ

Frequently asked questions

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The product

Which documents can Document AI process?

Invoices, receipts, bank statements, purchase orders, quotations, utility bills, payslips, tax forms and contracts out of the box, as PDF or image files, singly or in a ZIP. Administrators can add document types and schemas of their own.

Which AI models does it use?

Your choice. The platform reaches OpenAI, Google Gemini, Ollama Cloud, a local Ollama or an OmniRoute endpoint through its own LLM Gateway, with fallback routes. OCR-based extraction can run without any language model for the reading step.

Is my data used to train models?

Document AI does not train models on your documents. When you use a hosted model provider, its own data terms apply to the requests the gateway sends; a local Ollama keeps everything on your infrastructure.

How are organisations kept apart?

Every record carries its organisation and client workspace. The application filters by them, and PostgreSQL row-level security enforces the same rule a second time, so one customer's request cannot read another's data.

What happens when the extraction is uncertain?

Fields below the confidence threshold, or that fail validation, are flagged and the document goes to the review queue. A person confirms or corrects them; nothing is silently guessed.

Can I rerun a document?

Yes. A finished, failed or review-required document can be rerun up to two times, from the web app or the Rerun endpoint, for example after changing the extraction engine. Earlier results stay in its history.

Which accounting software can I publish to?

TallyPrime, Zoho Books and QuickBooks Online, through MCP servers. These three connectors are implemented and tested, but have not yet been verified against live accounts; they are labelled accordingly on the Integrations page.

Does publishing ever happen automatically?

No. Publishing always stops at a preview of the exact records to be written. Only after a person confirms it are those calls made, and content inside a document cannot add or change them.

How is usage counted?

Every processing run counts as one document — an upload and each rerun. API requests, storage, tokens, users and integrations have their own limits per plan, shown on the pricing page and in the app.

Can I run it on my own infrastructure?

The platform runs with Docker Compose, locally or on a server, with a production profile that puts it behind TLS. Contact us about an Enterprise arrangement.

Plans and pricing

What counts as a document?

Each processing run: uploading a document counts once, and each rerun counts again. Pages within a document are not counted separately.

What happens when I reach a limit?

The API answers with a clear error and the app shows the limit you reached. Nothing already processed is lost; upgrade, wait for the next period, or ask us about a higher limit.

Can I change plans later?

Yes. Owners can change the plan from the plan page in the app, and limits apply at once. Talk to our sales team about Enterprise terms.

Is payment taken online?

Not yet. Plans are recorded on your organisation and invoiced separately while online payment is being added.

Process your first documents today.

Create an organisation, try the bundled sample documents, and call the API with your own key — in a few minutes.