👉 Tip: If a file is too big, compress or split it — under 5MB works fastest.
🔍 What you can ask
Here are some ready-to-use queries once you upload a file:
Quick Compliance Checks
“Is this invoice compliant with myDATA?”
“Check VAT calculations on this receipt.”
“Does this match our vendor database?”
Data Extraction
“List all line items with VAT rates.”
“What’s the due date and payment terms?”
“Who is the issuer and what’s their VAT number?”
Comparisons
“Compare this invoice to batch #March2024.”
“Check against invoice INV-1001 for duplicates.”
“How does this format differ from our standard?”
Risk & Errors
“Flag any missing fields for myDATA.”
“Is there a duplicate risk?”
“Rate the OCR quality — is it good enough for automation?”
📊 Example outputs
Here’s what Chat might return from a PDF invoice:
Header
Document Type: Sales Invoice
Issuer: ACME Corp (VAT: EL123456789)
Client: Beta Ltd (VAT: EL987654321)
Date: 15/09/2024
Total: €1,247.50 (incl. VAT)
Line Items
Consulting | 10 hrs @ €85.00 | VAT 24% → €850.00
Travel Expenses | 1 | €120.00 | VAT 24% → €120.00
Materials | 5 × €45.50 | VAT 24% → €227.50
Validation
✅ Totals correct
⚠️ Missing “payment method”
❌ Correlation ID not found
Duplicate Risk
Medium (65%) – same vendor & amount, but different invoice number
🧰 Common workflows
1. Quick invoice validation (30s)
Drag invoice PDF into chat
Ask: “Full myDATA compliance check”
Review flagged issues
Follow up: “How to fix the VAT category error?”
2. Bulk data sanity check (1–2 mins)
Export suspect data to Excel/CSV
Upload file
Ask: “Identify errors and group by vendor”
Generate quick fix list before importing
3. Vendor onboarding (5 mins)
Upload 2–3 sample invoices from new vendor
Ask: “Rate myDATA readiness”
Ask: “How does this compare to our standard vendors?”
Save notes for future processing rules
🔒 Privacy & safety
Files are processed temporarily (not permanently stored).
Your uploads never mix with other firms’ data.
Documents are not used for AI training.
All interactions are logged for audit.
Safe to upload: invoices, receipts, POs, contracts.
Avoid: personal data-heavy files, password-protected docs.
🚀 Quick start checklist
✅ Upload a sample invoice PDF
✅ Ask: “What’s the VAT breakdown?”
✅ Try: “Check for duplicates”
✅ Upload a CSV for quick validation
✅ Practice a “vendor readiness check”
💡 Pro tips
Be specific: “Check VAT totals and due date” works better than “Check this.”
Batch smartly: Up to 10 files per message = quick comparisons.
Compare directly: “How does this invoice differ from the last one I uploaded?”